Contact Us
Help Center

Central Desktop User Forum

The Central Desktop User Forum is an interactive board for users to learn more about how to use Central Desktop. The Forum is a great place to learn how other users are successfully deploying Central Desktop as well as Tips, Tricks and other Central Desktop Hacks. For more formal documentation visit the Help Center.

Central Desktop User Forum

Participate with the Central Desktop Community

Forum Home     Search Forum     Register     Login

You are not logged in. To post a message you need to login or register first.

#1 Jun 30, 2010 7:12pm

Administrator
Anaheim, CA
Member Since: May 19, 2008
Forum Posts: 103

June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

Today we have released many new features and improvements to the Central Desktop platform. Please read the release notes below. To see some of these new features in action, view the video below:



Release Notes:

Database Relationships
Today we are releasing a feature that many users refer to as parent/child database relationships. What this means is that you can now relate two databases together and view the relationships between them. 

For example, you can relate a customers database and ticket database. When you create new tickets, you can select a customer name from your customer database.  The ticket is then related to the customer and when viewing the customer record you will see all the tickets that are related to that customer.

Database Quick Edit
This feature comes straight from a project in our last Fedex Day.  You can now double click on any database field to edit that field without having to edit the entire record. This will drastically enhance database usability. Note that any custom workflow rules you have setup will fire upon saving these fields.

Improved Edit Option
Since the Central Desktop 2.0 release, we have received quite a few complaints about inconsistent edit options among task lists, milestones, folders, blogs, and forums. We have improved the edit options in all these areas by creating a consistent edit options dropdown menu.

Add Workspace Tasks from "My Tasks"
You can now create and assign tasks to other users and workspaces more quickly from the "My Tasks" page. Prior to this release, "My Tasks" only allowed the creation of personal tasks. This feature comes directly from user feedback and feature requests.

Importing Calendar Events
You can now bulk import calendar events from a text or CSV file. You can import event title, start date, start time, end date, end time, and event description. This will only create new events and will not modify current calendar events.

Workflow Improvements
You can now modify workflow emails in HTML mode. This allows for greater customization and formatting of workflow emails.  Additionally, file workflows now allow users to embed a direct file download URL into the email that allows the email recipient to directly download the file from the email.

Status Updates Improvements
Various minor improvements to how status updates are displayed. Status updates no longer link to the users profile. Links posted in status updates will now automatically be a link. Comments are now expanded by default on the dashboard.

As always, we welcome your comments and feedback below.

Best Regards,

The Central Desktop Team

Offline

 

#2 Jul 01, 2010 5:44pm

Contributor
Member Since: Nov 01, 2008
Forum Posts: 11

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

Related Database

"________" on Field "_______" [Child records not displayed in parent view]

How can I get them to display on the parent view?

Oh and thanks we have been waiting for this for quite some time.
http://forum.centraldesktop.com/viewtopic.php?id=5275

Last edited by esichris (Jul 01, 2010 5:46pm)

Offline

 

#3 Jul 01, 2010 5:55pm

Administrator
Member Since: Oct 06, 2009
Forum Posts: 426

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

Database Actions >> Edit Existing Fields >> then locate relational field and check off 'Show records in parent database'

Offline

 

#4 Jul 03, 2010 12:04am

Contributor
Member Since: Feb 06, 2009
Forum Posts: 25

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

Awesome guys!  I have been waiting for the Parent/child database feature for a long time. I can't wait to get started.

Thanks for all your efforts.

Andy

Offline

 

#5 Jul 05, 2010 10:09am

Administrator
Pasadena, CA
Member Since: May 12, 2008
Forum Posts: 1272

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

@apeterssmith: Thanks for the comments.  We've been looking forward to this as well.

If anyone wants more details, we added an article about Database Relationships to the help center.

Offline

 

#6 Jul 07, 2010 2:31am

Contributor
Member Since: Sep 19, 2009
Forum Posts: 12

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

Some great improvements here, mainly parent/child and DB quick edit are very helpful, thanks for the effort! Is there any info on when will database sharing across workspaces be available?

Offline

 

#7 Jul 07, 2010 7:46am

Administrator
Member Since: Apr 14, 2010
Forum Posts: 386

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

@vojinmit: Thanks for the feedback!  Currently, this is not on our roadmap but I'll add this to our Feature Request list.

Offline

 

#8 Jul 07, 2010 12:23pm

Member
Member Since: Oct 08, 2009
Forum Posts: 6

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

The parent/child is a great addition to the functionality within databases. I thought originally it would work a little differently. I thought that each section of related data would be a tab under the record, vs. having it all on the same page. There're pros and cons to each method, but it works great.

There is one bug I just found that I wanted to let you know about. The related child view is always the default view for the database and I've set it up as a view that lists "Open tickets". So when you're looking at an account record you'll be able to view the open tickets for the account. I also have many other views which are very helpful and the ability to quickly select another view is great. The only problem I've seen is that when my initial view of "Open Tickets" does not have any recorders, you lose the ability to select another view. So for example, I look up an account and see that there are no open tickets. I then would like to view the recently closed tickets, but an not able to because the quick view list does not show.

Thanks again for the great enhancements!

Offline

 

#9 Jul 07, 2010 12:56pm

Administrator
Member Since: Oct 29, 2008
Forum Posts: 4158

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

I see - I've reported this to our Dev team - thanks for reporting.

Offline

 

#10 Jul 12, 2010 9:16am

Expert
Member Since: Jan 12, 2007
Forum Posts: 93

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

The "Database Quick Edit" feature does not appear to work in Firefox (works in IE).  Can you confirm?

Offline

 

#11 Jul 12, 2010 10:30am

Administrator
Member Since: Oct 06, 2009
Forum Posts: 426

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

I've tested DB Quick edit in Firefox and it works fine for me. What kind of behavior are you experiencing? Does anything happen after you double click on the db field or click on the associated pencil icon?

Offline

 

#12 Jul 12, 2010 11:33am

Expert
Member Since: Jan 12, 2007
Forum Posts: 93

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

I see the pencil to edit a field (a field with a drop down list of names).  The field goes into "edit" mode, but the list does not appear...just a blank box/field. 

I try the same edit in IE and it works fine.

Offline

 

#13 Jul 12, 2010 2:09pm

Administrator
Member Since: Oct 06, 2009
Forum Posts: 426

Re: June 30, 2010 - Parent/Child Databases, Database Quick Edit, and more

May I have an example of a field that is behaving as stated? A link to the database or a description to help me navigate to this database would help.  Please include the name of the Column that is causing problems when using DB Quick Edit so that I can test. Also, please allow CD Support Access to the workspace where this database is located. If you are unfamiliar with this process refer to the following Help Center Article:

Allow Central Desktop Support Access to your Workspace
http://help.centraldesktop.com/help/art … -workspace

Offline

 

Board footer