Comparing and Selecting from Multiple Linked Documents in a Form

[paul-tall-kernel]

Continuing the discussion from Form Modelling: CDM, several relationships and abstract models:

Use Case: A form should display multiple documents of the same type so the user can compare them and select one (e.g., comparing several supplier quotes and marking the best one).

This works best via a CDM combined with a Binding in the CFM:

1. The CDM combines the main entity (e.g., Order) with the linked documents (e.g., Quotes) through a 1:n relationship and load them as one package.
2. In the CFM, the binding is rendered as Dual Pane or Table List, each quote appears as a row.
3. The relevant fields (supplier, price, delivery time) are configured as columns in the Binding Overviews.
   1. The charm of the CFM is that you can open the whole quote Document directly inside the CFM.
4. For the selection, there are two approaches:

   1. Simply link the Documents using the Binding

   2. Add a Field in the order and use workflows to create new quote Documents → ConfirmType or EnumerationType

Limitation: It´s always displayed in vertically stacked rows. A side-by-side layout is not available out of the box, that would require a custom widget.

[paul-tall-kernel]

@paul-tall-kernel

This works best via a CDM combined with a Binding in the CFM:

1. The CDM combines the main entity (e.g., Order) with the linked documents (e.g., Quotes) through a 1:n relationship and load them as one package.
2. In the CFM, the binding is rendered as Dual Pane or Table List, each quote appears as a row.
3. The relevant fields (supplier, price, delivery time) are configured as columns in the Binding Overviews.
4. The charm of the CFM is that you can open the whole quote Document directly inside the CFM.
5. For the selection, there are two approaches:
6. Simply link the Documents using the Binding
7. Add a Field in the order and use workflows to create new quote Documents → ConfirmType or EnumerationType

This can be marked as solved.