How to Zoom or Create Primary-Details relationship Using Forms Personalization? (Doc ID 457643.1)

Last updated on APRIL 17, 2024

Applies to:

Goal

This note describes the approach to implement the Zoom functionality using Forms Personalization. This approach could be implemented to built a primary-details relationship between two forms at the runtime. For example Purchase Order summary and purchase order details. When user clicks on the purchase order number or id in the Purchase Order summary form, it will invoke the purchase order details form with data for that purchase order number or id.
The same approach be implemented in any other form across all the functional products.

Again the details form could be invoked using special menu or based on the user activity like click event.

Here the following example is demonstrating to built the primary child relationship between User define and the responsibility define form. when query for any user name in the user define form and click on any responsibility attached with this user the  Responsibility define form will invoke with the data for that particular responsibility.

The following example is to invoke the details form based on the user activity, to use special menu please refer the Note 420522.1 - How to use Forms Personalization to invoke special menu.

Solution

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