The Record Details Panel, or RDP, is a great way to drill down and have full visibility into the details of a record in Visor. In this separate overlay present on any view, users can see, edit, format, and understand their data in an efficient and focused way.
In this article, we'll go over:
- How to Access the RDP
- Field Details in the RDP
- Editing Fields using the RDP
- Other Actions available from the RDP
Accessing the Record Details Panel
To open the RDP from the Table View, hover on the row or record you would like to open and then click the Panel icon that appears to the far left.
From the Gantt View, you can hover on the row OR you can click the record display bar that appears to the left of the grid on the canvas.
For Timeline View, click the record display bar.
There are two Display Modes available for the Record Details Panel once it is open: inline and overlay. Inline will allow you to see and navigate within your view while the RDP is open, whereas overlay will blur the background and focus on the RDP.
To access the Display Mode options, click the screen icon in the top-right corner of the RDP.
Field Details within the Record Details Panel
Each field in the RDP contains three icons: Field Type, Field Information, and the Key Field Actions Menu. They serve to identify the field type, highlight issues and problems, and provide actions for certain fields.
Identify Field Type
Next to your field name, you will see the first of three icons. Hovering on the icon will show you the field type. There are several field options available, including:
- Text Field
- Number Field
- Dropdown Field (formattable)
- Connected Field
- Date Field
- Time Field
- Date/Time Field
Issues and Messages
When there are errors or messages for a specific record or cell, you will be able to see the messages relating to the cell in the Record Details Panel. For example, if you have incorrect data in a cell, there have been issues with syncing, or a cell has changes that need to be synced, those messages can be seen by hovering over the information icon for the field in question.
If there are messages that need to be read, a small red circle will appear next to the information icon.
Cell and Field Actions
The third icon on a field in the Record Details Panel opens a field actions menu. These actions will vary depending on if the field is a connected field or a Visor custom field.
For connected fields, action options include viewing the issue/record in the connected app, disconnecting the field from the connected app, syncing the connected fields for the record, or dismissing sync messages where applicable.
For all fields, you have the option to set them as the Primary Label (aka the information that shows up on Timeline View bars and to the furthest left on the Table View), protect the field, remove the field, and, in some cases, edit or format the field choices.
Editing Fields within the Record Details Panel
Format or Change Formatting for a Field
Any dropdown or multi-select field in Visor can be formatted whether it is a Visor custom field or a connected field.
To apply formatting or change formatting for eligible fields, either access the option from the Field Actions menu (three dots) or open the dropdown and click "Manage field choices" to open the formatting menu. You may also click the paint roller.
Add Field Choice
Similarly, to add a selection option to a dropdown or multi-select custom field, open the dropdown menu and begin typing the new option into the search bar or click "Manage field choices" and then "Add another choice."
Other Actions from the Record Details Panel
Adding a New Record
To add a new Record to your workbook from the Record Details Panel, open the RDP and then click "Add New Record" in the top left corner. This will allow you to create either a connected record or a new Visor record depending on if your workbook is connected to an external app or not.
Delete a Record
Next to a record name, click the three dots to open the Record actions menu. You can then choose to delete the record from Visor.
Syncing a Single Record
To sync a single record from the RDP, click the button under Sync this record that contains the field name. This button can be found at the top of the RDP under the record name.
See Hidden Fields
To see what fields you have hidden in a View from the RDP, scroll down to the bottom and uncollapse Hidden from view by clicking the caret. From there, you will be able to view and manage fields that have been hidden from view.
Add a New Field
To add a new field to your workbook from the RDP, scroll down to the bottom and click "Add a field". From there, you will be prompted to select a field type, field name, and field options where applicable.