Adding a "second" linked details page?

Hello. I’m using a free Softr plan to test out integration with Smartsuite and I’m having some trouble with creating a linked table within a record details page.

Basically what I have is a list of projects → opens up a details page → i want to have a button that opens another “details” page from a linked table. This works fine if I have the linked table on the same page, but when i try to create a new page and link it i dont get any option to link fields.

I try to create a new details page but after setting everything up, it doesnt give me the option to link to the other page or table. Anyone have suggestions? Or is this not possible?

Screenshot 2024-10-08 at 9.45.01 AM
Screenshot 2024-10-08 at 9.43.38 AM

Hi there,

In order to access data for the record details, you need to have a details block on that page configured to the table that you would like to access.

In some cases, you can use a details block to satisfy this condition, but only show basic text in that details block to make it seem like it’s something else, while giving you more control here.

Hope this helps!

Okay, yeah it works as long as its on the same page. So this doesn’t work with two different pages?

I’m looking to do the same thing as you’ve done in your template “Client Portal”.

I can’t link any other “pages” as shown in the template?

What am i missing here?

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Ah! I have an entire “How to” series coming out that shows step by step how to build this custom portal.

But what you’re missing here is that when trying to navigate to another “details page”, that page needs to have that “Details block” on that page, configured to the data source you’re looking for.

So for example, you need to create another page for “weekly updates” and put a details block on that page calling the “weekly updates” table. Then, in the open details block, “weekly updates” page will become an option to link to.

Make sense?

Ahh I see! Makes complete sense now. That was the missing key. Thank you!

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Glad to hear! Keep on building - you’re doing great!

@Jjenglert I am having an issue and I am not sure If I am trying to achieve the same thing you’ve outlined here. In my situation I have a task list that links into a task detail page. Each of my tasks will require extensive written instructions and embedment of content for review and commentary. So each task will require a different layout.

I am open to suggestions for how to achieve this but the approach I am considering is to build a new set of pages that where each page contains the layout for a specific task, and then link to those special layout pages from each task. I have not yet figured out if these new pages would need new tables to support them?

Is this a good way to approach my problem? or what else would you suggest?

Hmm, I’m not sure this approach will work well with Softr. Normally you build 1 task page, and then display all task details via that task page.

Maybe there is another way to do this? Still build one task details page, but instead of using Softr to create different sections, you can have a rich text field that you display, and you layout that data for that specific task in a specific way in that rich text field?

Or, you can use visibility settings on the detail page (screenshot attached) so you can dynamic choose which blocks are shown or not based on the data available on the task detail record.

Hope this helps!

@Jjenglert So build a “super” page that has all the elements from all tasks, then hide unneeded elements based on some condition? (I’d probably create a “layout” field in the tasks database and use that as my conditional variable?)

This is exactly what I was planning when I stumbled onto the conditional visibility settings, but when I went to implement I was looking in the wrong place for the conditional configurations and thought I imagined it. I’ll explore this tonight. Thank you

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Great. I like the idea of creating a “type” for this to use with your visibility settings. It’s located on the details block. Hope this works for you!

I have a similar scenario where I have various categories of tasks that each have there own page. (I’m using Airtable for the backend, so you may have to modify the approach to fit your data source.). Using an item button action, you can set the link for an Open URL button based on a data field. I have two tables, one for “task templates” and one for actual tasks that links to the type of task it is. In the templates table, then links look like /system-setup, or /upload-profile. You can share or make unique as needed. I then have a formula field in the tasks table (called Task Url) that combines the lookup link from the task template table with the recordId of the task:

{Link (from Task)} & '?recordId=' & RECORD_ID()

Now I have a homogenous looking list with each task opening a page specific to that task type: