Building Apps with deeper structures

Rüdiger Gros

• Created January 28, 2017 11:28

The current Dossier approach supports a 2 level hierarchy, which is useful already. However, in moste cases the structures are much deeper, so a typcial sample could be:

Accounts

Level 1:

Contacts

Contracts

Level2:

Contract Documents

 

In such cases, a

- contract could be connected to account AND a contact.

- contract documents would belong to the accounts and to the contracts

 

My inital approach was to

1. build an Account Dossier with Sublists contacts and contracts and then to

2. build a contracts dossier with contracts and sublist contract documents

 

What would be good practice to connect various dossiers to a solution and to ensure proper Connections between dossiers?

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• 

  Vladyslav Noskov

  • January 30, 2017 12:38

  Hello Rüdiger Gros)

  For example, you can create two Dossiers in such way (to connect Dossiers and ensure proper connections between them):

  1. "Accounts" with Sub items "Contacts" and "Contracts"

  2. "Contracts", but use existing list ("Contracts") during dossier creation. Also add Sub item "Contract Documents"  to this Dossier.

   

  As a result you will have two Dossiers that connected (by lookup field) with each other:

  1-st Dossier:

  Accounts:

  Contacts (Sub item for 1-st Dossier);

  Contracts (Sub item for 1-st Dossier).

  2-nd Dossier:

  Contracts (it's Sub item for 1-st Dossier and also main list for 2-nd Dossier with Name "Contracts"):

  Contract Documents (Sub item for 2-nd Dossier).

           

  Best regards,

  Vladyslav Noskov

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  Rüdiger Gros

  • January 30, 2017 21:23

  Hi Vladislav,

   

  this is what I did already from the beginning on, but it seems that the Lookup-Link from Contracts to Contract Documents did not work as expected, so that I couldn´t klick on a contract in the Accounts Details to navigate to the Contracts Details without further Action Links.

  I haven´t had the time to investigate deeper and expected that my approach did simply not match good practice - so i opened this thread to learn a bit more.

   

  I´ll double-check what went wrong - as you confirm that my initial approach was ok.

   

  Thanks for your Support.

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  Rüdiger Gros

  • January 30, 2017 23:35

  Hi Vladislav,

  just to close the thread: Works like expected and as you confirmed. So, the basics are clear now..now I am going to play around with some layout and design topics to get an overview on how to manage the look & feel best.

  Cheers

  Rüdiger

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