{"id":23954,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/example-2-1\/"},"modified":"2025-02-12T18:01:39","modified_gmt":"2025-02-13T02:01:39","slug":"example-2-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/relationship-layouts-1\/example-related-issue-configurations-1\/example-2-1\/","title":{"rendered":"Example 2"},"content":{"rendered":"<p>A common requirement is to have one issue (the parent issue) create related issues as children. For example, you might have a process that spins off an arbitrary number of actions to employees around your organization, and for each of these employees to complete a task before the parent issue can be closed. You want to have an <strong>Add<\/strong> button on the parent issue to add the child issues one-by-one. This example shows how a parent customer screen can add any number of contact records to different people as child records. At the same time, some fields from the parent issue are &#8220;pushed down&#8221; into the child record, to pre-populate the child record with values that are required.<\/p>\n<p><img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/popup_add_window_1-2.png\" style=\"width:95%\" \/><br \/>\n\t<cite>Adding related issues from an Add or Edit screen <\/cite><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/popup_add_window_2-2.png\" style=\"width:95%\" \/><br \/>\n\t<cite>The popup Add window where you add the child record <\/cite><\/p>\n<p>To setup this feature, use the following sequence as a guide:<\/p>\n<ul>\n<li>\n\t\tThis feature presently only works when your installation uses the ID field, as opposed to the ALT_ID field, as the unique identifier for all issues<\/li>\n<li>\n\t\tDefinitions and screens for parent issues to which you want to add the children. For this example let&#8217;s say this parent issue is in a Business Area titled <strong>Customers<\/strong> and the data is stored in the Project titled <strong>Customer Information<\/strong>. The name for the Business Area is <strong>CUSTOMERS<\/strong> and the Project is named <strong>CUSTOMERS_DATA<\/strong><\/li>\n<li>\n\t\tDefinitions and screens for child issues to be added to the parent. For this example let&#8217;s say the child issues are in the same Business Area titled <strong>Customers<\/strong> but the data is stored in a separate Project titled <strong>Customer Contact<\/strong>. The Project is named <strong>CUSTOMERS_CONTACT<\/strong><\/li>\n<li>\n\t\tHave a one-to-many relationship group defined for the link. For our example, we will name this <strong>CUSTOMER_CONTACTS<\/strong><\/li>\n<li>\n\t\tYou need a button defined as a field in the data dictionary, which is used to add the child records. This must be created as a field on the <strong>Label<\/strong> tab and can have any name. Its display type must be <strong>Button<\/strong>. The title of the field is used as the text for the button on the screen. In our example, the field is named <strong>CONTACT_ADD_BUTTON<\/strong>. There is an attribute that you can define for this button field, which controls a number of elements:<\/p>\n<ul>\n<li>\n\t\t\t\tWhich Business Area and Project into which you want to add the child record<\/li>\n<li>\n\t\t\t\tThe behavior when you submit the child issue, for example, whether to just refresh the parent window with the information from the new child record, or whether update the parent record with information from the new child record<\/li>\n<li>\n\t\t\t\tTo define a set of fields from the parent record that you want to &#8220;push down&#8221; to the child record, so the values of these fields can automatically be assigned to fields in the child record<\/li>\n<\/ul>\n<p>\t\tThis attribute is the RID BUTTON ACTION attribute and should be configured under the Global Attributes tab within the Data Dictionary. The configured attribute will look like this:<\/p>\n<p>\t\t<img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/button-action3.png\" style=\"width: 95%;\" \/><cite>Configuring the Button Action<\/cite><br \/>\n\t\t&nbsp;<\/li>\n<li>\n\t\tCreate a layout type to hold the related issues or use the inbuilt related issue display layout named RELATED_ISSUE_DISPLAY. If you create your own layout type, the name must start with <strong>RELATED_<\/strong>, followed by other characters. For example, name the layout type <strong>RELATED_CONTACTS<\/strong> and make sure that its usage is <strong>Report<\/strong>. In our example we will just use the inbuilt RELATED_ISSUE_DISPLAY<\/li>\n<li>\n\t\tAdd the layout you are using into the <strong>Customers<\/strong> Business Area and the <strong>Customer Information<\/strong> project. In our example, this is the <strong>RELATED_ISSUE_DISPLAY<\/strong>. Onto this layout, add the fields from the child issue that you want to display on the related issue display on the parent issue. This might look like this:<\/p>\n<p>\n\t\t<img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/related-issue-add-config2.png\" style=\"width:95%\" \/><br \/>\n\t\t<cite>The Related Issue Display <\/cite><\/p>\n<p>\t\tThe layout cell attributes that you see are used as follows:<\/p>\n<ul>\n<li>\n\t\t\t\t<strong>FIELD HEIGHT<\/strong> &#8211; This provides a maximum height before the child issues will be displayed with a scroll bar. This is approximately the number of rows of data<\/li>\n<li>\n\t\t\t\t<strong>RID RELATIONSHIP NAME<\/strong> &#8211; This should be <strong>CUSTOMER_CONTACTS<\/strong> for our example<\/li>\n<li>\n\t\t\t\t<strong>RID RELATION TYPE<\/strong> &#8211; This should be <strong>CHILDREN<\/strong> for our example<\/li>\n<li>\n\t\t\t\t<strong>RID PREHEADER ADD BUTTON<\/strong> &#8211; The name of the button you created in the data dictionary<\/li>\n<li>\n\t\t\t\t<strong>RID PREHEADER<\/strong> &#8211; The title you want to place at the top of the related issue display, to the right of the <em>add<\/em> button<\/li>\n<li>\n\t\t\t\t<strong>FIELD SIZE<\/strong> &#8211; The width of the related issue display, approximately in characters<\/li>\n<\/ul>\n<\/li>\n<li>\n\t\tTest the configuration by adding the essential fields to the parent record, then clicking the <em>add<\/em> button and adding a child record.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A common requirement is to have one issue (the parent issue) create related issues as children. For example, you might have a process that spins off an arbitrary number of actions to employees around your organization, and for each of these employees to complete a task before the parent issue can be closed. You want&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23952,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23954","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Example 2 - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/relationship-layouts-1\/example-related-issue-configurations-1\/example-2-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Example 2 - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"A common requirement is to have one issue (the parent issue) create related issues as children. 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