Links

Transcript Summary

Introduction

Hello, Tadabasers! Sam here. In this video, we’re going to talk all about links. Tadabase offers several types of links in data components, such as edit links, delete links, record details links, connected page links, action links, and record history links. These links allow you to perform various actions besides simply displaying the information from the table.

Types of Links

1. Edit Link

• The edit link lets you edit a record. When you click on it, you can edit the selected record in a pop-up or a new window. You can also customize it by renaming the link, using a field value as the link text, or adding an icon.

2. Delete Link

• The delete link allows users to delete records with a confirmation message. You can customize the confirmation message to suit your needs, and when the user confirms, the record will be deleted.

3. Record Details Link

• This link lets users drill down into a specific record by opening a new page called the details page. The app knows which record you're viewing based on the record ID in the URL, allowing for detailed information about the selected record.

4. Connected Page Link

• A connected page link connects one component to a related details page. This is useful for navigating between records that have relationships, such as companies and contacts.

5. Action Link

• Action links allow users to perform predefined actions, such as updating a record, sending an email, or marking a task as complete. You can set up action rules that define what happens when the link is clicked.

6. Record History Link

• The record history link lets users view the change history of a specific record. To enable this feature, you must turn on record tracking in the settings. You can also specify which fields to track and display in the history.

Best Practices for Links

1. Using a Single Details Page

• It's a best practice to create only one details page for each type of record. Instead of creating multiple details pages, link to the existing details page to avoid redundancy and ensure consistency.

2. Avoid Nesting Details Pages

• Avoid creating details pages under other details pages, as this can cause issues with record identification and navigation. Stick to one level of hierarchy between parent and child pages.

3. Using Connected Page Links

• When linking to details pages, use connected page links to ensure smooth navigation between related records, such as from a company to its contacts or jobs.

Practical Examples

• Edit Link Example: You can change the link text to display a company name instead of "Edit," and when clicked, it opens an edit form in a pop-up.
• Action Link Example: Set up an action link to mark a job as complete. The action rule updates the job’s status to “complete” and fills in the completion date, showing a success message.

Conclusion

We’ve covered various link options available in Tadabase, including the edit, delete, record details, connected page, action, and record history links. These links provide powerful ways to manage your data and enhance user interaction. Thanks for watching, and have a great day!