Visualizing Related Records
Last updated
Last updated
After plotting the records for Check-in, user can also choose to view the records (Appointments, Accounts etc.) against which the plotted check-ins and check-outs were created.
After selecting the relationship, user can choose to view the related record for any Check-in and Check-out record plotted on the map.
The related record can be visualized in the following two ways:
By Contextual Menu: User can right click on any Check-In/Check-Out pushpin to open the ‘Contextual menu’ and click on ‘Show Related Record’. This will plot the related record for the selected pushpin. To hide the related record, user can again right click on the same Check-In/Check-Out pushpin to open ‘Contextual Menu’ and click on ‘Hide Related Record’.
By Tooltip Card: User can click on the Check-In/Check-Out pushpin to open the Tooltip Card and click on ‘Show Related Record’ from the ‘Tooltip Card Actions’. To hide the related record, user can again click on same Check-In/Check-Out pushpin to open the Tooltip Card and click on ‘Hide Related Record’.
After selecting the relationship for the required entity within the entity map as suggested above, user can click on any plotted record to open the Tooltip card and click on ‘Plot related record’ to plot the related Check-In/Check-Out records.
