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Duplicate an Interface page, but change the underlying data source / filter

  • November 21, 2023
  • 2 replies
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I am trying to replicate something that I know I did previously, but cannot find the right options to do it now.

I've created an Interface with a page layout that is designed exactly as it needs to be.  (Record Review, but I don't think that matters.)  It is drawing from Table X, with a filter for only records that match Y.

I want to duplicate that page exactly, and then change the underlying filter.  So, this page should be identical except that it's drawing from Table X, and filtering for only records that match Z.  (I do not want to add a filtering element that can be toggled by the user of the Interface.)

I did this easily about 9 months ago, but cannot figure out how to do it now.  I can duplicate a page, but cannot find where I change anything about the underlying data or filtering.  Anyone know how?  Thanks!

 

Best answer by kuovonne

You can duplicate an interface page. But if you want to change the underlying table, you will have to manually change the source for each field individually. Select the record picker element, and the in the "Data" panel on the right side, change the source and the filtering . All of the existing fields will look broken. Go to each field and in the "Data" panel on the right side, change the source. 

 

2 replies

kuovonne
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  • November 22, 2023

You can duplicate an interface page. But if you want to change the underlying table, you will have to manually change the source for each field individually. Select the record picker element, and the in the "Data" panel on the right side, change the source and the filtering . All of the existing fields will look broken. Go to each field and in the "Data" panel on the right side, change the source. 

 


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  • November 27, 2023

You can duplicate an interface page. But if you want to change the underlying table, you will have to manually change the source for each field individually. Select the record picker element, and the in the "Data" panel on the right side, change the source and the filtering . All of the existing fields will look broken. Go to each field and in the "Data" panel on the right side, change the source. 

 


Thanks!  That must have been how I did it before, and just forgot.  Boy, it'd be nice if there were a global option to change.  But this should do what I need.