Specifying Detail Navigation Settings for a Pivot Grid

This topic describes how to specify detailed navigation settings for a pivot grid.

By default, when you double-click a cell in a pivot grid, Aptify opens the corresponding record in the Views service.

For example, if you have created a pivot grid view in the Persons service and have added Orders as a linked entity, by default, the system opens the appropriate Persons record when you double click in a cell. In the figure below, if a user double clicks the $85.50 cell, Aptify opens the Abraham Warner Persons record by default.

However, you might want the system to open the corresponding Orders record instead. You can specify this preference on the Detail Navigation tab on the Pivot Grid view record. Follow these steps:

1. If not already opened, click the Linked Entities tab in the pivot grid view's properties dialog.
2. Open the Linked Entities entry for the entity whose record you want to open when a cell is double-clicked in the pivot grid.
3. Make a note of the Join Field specified on the Linked Entities record. Typically, this is the Linked Entity's ID field.
   • See Adding Links to a Pivot Grid View in the Web Interface for more information on creating a Linked Entities record.
      
4. Click the Fields tab look for that entity's ID field in the field grid.
5. If the ID field is not already included, click New and select ID from the Field Name field. Otherwise, double-click ID in the field grid and go to the next step.
6. Modify the Description for the ID field if it has not been properly aliased.
   • Aptify uses the field's description as the field's alias in the pivot grid's source SQL statement. Therefore, be sure to properly alias the field so it is unique and does not conflict with other fields selected in the SQL statement.
   • For example, the display name for the Orders entity's ID field could be changed to OrderID (to avoid confusion with the Persons entity's ID field).
     
     
7. Click OK to close the Fields record.
8. Click OK to close the Linked Entities record.
9. Click the Detail Navigation sub tab.
10. Specify the entity whose record you want to open when a cell is double-clicked in the Detail Open Entity field.
11. Enter the display name you assigned to the entity's ID field in the Linked Entities record in the Detail Open Entity Field field.
    • For the figure below, the Detail Open Entity field value is OrderID, which corresponds to the display name assigned to the Orders entity's ID field in the corresponding Linked Entities record.
      
       
12. Configure the other pivot grid settings, as necessary. (See Creating a Pivot Grid View in the Web Interface).