Side by side view
Configuration reference: Lado a lado
Overview
The Lado a lado (side by side) view shows two tables on one screen and moves or links records from one to the other. It serves three uses:
- Assign: create rows in one table from records chosen in the other, one at a time or in a batch.
- Reconcile: link records that already exist on both sides, helped by a similarity score.
- Compare: see both lists aligned without writing anything, or find repeats between them.
Example: in a CRM, the view lives in the Tarefas CRM table and the other table is Clientes. A sales rep picks clients and creates one task per client; each new task gets the client, the status "Potencial", the owner (the current user) and today's date. A client that already has a task is painted with that task's row number and is not assigned again.
Without a comparison table, the view shows Escolhe a tabela de comparação para começar. with the Configurar button for whoever can configure the view. Step by step guides are in the Manual: Como trabalhar na vista Lado a lado and Como conciliar na vista Lado a lado.
Direction: origin and destination
The view belongs to one table, the primary, and shows the comparison table next to it, chosen in the form's Sentido section. The direction says which of the two is the origin (Origem), where records come from, and which is the destination (Destino), where rows are created or linked.
| Direction | Origin | Destination | Example |
|---|---|---|---|
| view's table → other table | the view's table | the other table | a view in Clientes that creates tasks in Tarefas CRM |
| other table → view's table | the other table | the view's table | the CRM case: the view lives in Tarefas CRM and picks from Clientes |
The view lives in the table people work in, even when that table is the destination. Panel titles show the table name and, with the transfer on, the role, Origem or Destino. Trocar lados only swaps the panels on screen, not the direction.
Changing the direction with a filled mapping asks for confirmation (Trocar o sentido?), because the mapping is lost. Changing the comparison table clears the settings that used columns of the previous table, also after confirmation (Mudar a tabela de comparação?, button Mudar e apagar).
Presets
The Presets section turns on the right switches for each use at once. A preset does not change the comparison table, the direction, the layout, the mapping or the chosen columns. The form shows these labels in Portuguese, as the app does.
| Preset | Description in the form | What it turns on |
|---|---|---|
| Atribuir lista | Cria uma linha no destino por cada registo escolhido na origem. | Transfer in Criar registo mode; mark and block repeats by link; multi-select, drag and drop, row arrow and center bar; reconciliation off |
| Conciliar | Liga registos que já existem dos dois lados, sem criar linhas. | Transfer in Ligar existente mode; mark and block repeats by link; reconciliation with the automatic proposal |
| Comparar | Mostra os dois lados alinhados e não escreve nada. | Transfer off; mark already transferred; reconciliation without the automatic proposal |
| Deduplicar | Compara duas listas para encontrar repetidos. | Transfer off; mark and block repeats by a column value; multi-select; reconciliation without the automatic proposal |
Under the cards the note reads Preset ativo: <título>. Muda qualquer interruptor para personalizar. Changing by hand one of the switches the preset controls turns the configuration into a custom one.
Transfer
The Transferência section controls how records go from the origin to the destination.
- Transferir registos turns on the row arrow and the batch action.
- Modo: Criar registo creates a new row in the destination; Ligar existente links the origin to a row that already exists there. This mode requires a link column (without one: Configura uma coluna de ligação para ligar registos.), takes one destination row and a single origin, and does not apply the mapping.
- Ligação ao registo de origem: the link column in the destination stores the origin record. The recommended setup is a link-type column pointing to the origin table: the new row stays linked, opens the origin record and repeats are detected on their own. The id column in the origin says which value is written; the optional link column in the origin stores there the id of the created row.
- Mapeamento: each new row in the destination receives these values, one line per destination column. Each value comes from Coluna copiada (a column of the origin), Valor fixo (picked with the destination column's own editor, as in filters: the options of a choice, the calendar of a date, the records of a link; on text columns, a text field) or Variável. Adicionar coluna adds a line.
| Variable | Value written |
|---|---|
| Utilizador atual | the user who assigns |
| Nome do utilizador atual | that user's name |
| Hoje | today's date, in the workspace time zone |
| Agora | the current date and time |
| Organização atual | the open organisation |
Variables are read once per batch: every row of the batch gets the same value. A new row receives, in this order, the columns with the same name (only in older views that had Copiar colunas com o mesmo nome, which Converter em mapeamento turns into mapping lines), the mapping and finally the destination link column. A transfer without mapping and without a link warns A transferência vai criar linhas vazias em <destino>. In a table managed by a workflow the view refuses: Esta tabela é gerida por um workflow. Só o workflow pode criar registos.
Duplicates
The Duplicados section decides what happens to an origin record that is already in the destination.
- Marcar já transferidos paints the origin row with a soft background and a check mark next to the arrow, with the tip Já em <destino> (linha N).
- Bloquear repetidos shows an error and does not create the row: X já está em <destino> (linha N).
- Chave de deduplicação: Ligação ao registo de origem (uses the link column from Transferência) or Colunas, a list of destination columns built with Adicionar coluna (for example Cliente and Medida). With Colunas, an origin record is already in the destination when what the transfer would write in each of those columns matches an existing row in all of them; text ignores case and surrounding spaces, and if any of the columns is empty the record never counts as repeated.
Without a usable key both options do nothing and the section warns. The row number is the position of the existing row in the destination, as the panel shows it.
Batch and undo
With Seleção múltipla e lote on, several origin records are marked and Atribuir N creates one row for each, in one go. The batch is all or nothing:
- Repeats are checked for every record before writing; with Bloquear repetidos they are skipped and the notice at the top of the origin lists them with the row number they already have in the destination. Two equal records in the same selection count as repeats.
- If a write fails halfway, the rows already created are deleted and nothing is saved: Não foi possível atribuir. Nada foi gravado.
- After the batch, created records are unmarked and skipped ones stay marked.
The success notice offers Anular for 10 seconds. Undo deletes the created rows nobody changed in the meantime and says Atribuição anulada.; rows already changed stay, and the notice says how many. If all of them stay: Nenhuma linha anulada: já foram todas alteradas. Only the last batch can be undone, and closing the view ends the window. In Ligar existente mode the batch button reads Ligar and undo restores the previous link (Ligação anulada.).
Reconciliation
The Conciliação section links similar records on both sides by a similarity score. Without it, the Semelhança column and the link actions do not appear.
- Selection first: choosing a destination row sorts the origin by the Semelhança column ("NN %", with a bar). Filtrar por semelhança, in the view menu, hides records below the Score mínimo; Filtrar por semelhança ao abrir decides whether it starts on.
- Preview: with a destination and an origin chosen, the top of the origin shows Ligar: <destino> linha N com <origem> · <par> NN %, and Já ligada a X. Ligar substitui a ligação. when the destination already has a link.
- Ligar saves; Ligar e seguinte saves and moves to the next destination row without a link. With the pair already linked both are disabled (Já estão ligados.). The notice Linha N ligada a X. offers Anular.
- Conciliação automática (only when turned on in the form): proposes pairs among the visible rows that have no link yet, above the minimum score and without repeating records, in a panel that replaces the destination table: N pares propostos. Revê e desmarca o que não estiver certo. Nada é gravado antes de confirmares. Confirmar N ligações saves the checked ones; without pairs, Nenhum par acima do score mínimo.
- Remover associação (the Ações da linha menu) and Remover conciliações (view bar, visible rows) ask for confirmation; the notices Associação removida. and Removidas N associações. offer Anular (Associação reposta. or Associações repostas.). With no links in view: Não há associações visíveis para remover.
The Pares de semelhança say which fields are compared, with a method, a weight from 0 to 1 and, for the difference methods, a tolerance. A record pair's score is the weighted average of its field pairs; the Score mínimo goes from 0 to 100 % in steps of 5.
| Method in the form | Config value | Compares |
|---|---|---|
| Igual | equals | exact, case-sensitive |
| Contém | contains | one value inside the other; scores as Fuzzy (automático) |
| Começa com | startsWith | the start of one value with the other |
| Termina com | endsWith | the end of one value with the other |
| Diferença numérica | numericTolerance | numbers within the distance tolerance |
| Diferença em dias | dateDaysTolerance | dates within the tolerance in days |
| Semelhança de texto | levenshtein | approximate text, by edit distance |
| Jaro | jaro | Jaro similarity, good for short text |
| Jaro-Winkler | jaroWinkler | like Jaro, rewards an equal start (names) |
| Trigrama | trigram | groups of three characters in common |
| Fuzzy (automático) | fuzzy | a blend of several measures |
Layouts
The Apresentação section picks the layout; the available width decides what is drawn.
| Layout | What it looks like |
|---|---|
| Dividido | Two panels with a draggable divider and, with Barra central, the buttons between them (Atribuir N, Trocar lados, the mapping summary and N de M já atribuídos). |
| Gaveta | The destination fills the area and the origin opens in a drawer on the right with Adicionar <origem> (or Escolher <origem> when the transfer does not create records), without blocking the table. |
| Empilhado | The origin on top, the destination below and a strip between them to drop or assign the selected records. |
| Width | What is drawn |
|---|---|
| 1024 px or more | the chosen layout; Gaveta only with transfer or reconciliation on, otherwise Dividido |
| 600 to 1023 px | Empilhado, whatever was chosen |
| under 600 px | phone: the destination fills the screen and the origin opens in a sheet with Escolher <origem>, when the transfer creates records; otherwise Empilhado |
The row arrow appears on mouse hover and is always visible with touch. Drag and drop does not exist on phones; with touch on a tablet, drag with a still finger on the handle. Panel width and Trocar lados are per-user preferences saved for the view; Largura inicial dos painéis and Trocar lados in the form are only the starting point.
Facets and filters
- Filters: each side has base filters, applied to its table when the view opens. On top of them, each panel has its own tools in the panel bar or, if they do not fit, in the Ferramentas menu (Pesquisar, Filtrar, Agrupar, Ocultar, Painel de filtros, Exportar), which last for the session; each panel's column widths and sorting are saved.
- Facets: the Facetas section pairs columns, one from each table, that show as a facet in both panels. Each side filters itself; the facet only aligns the two panels.
- A panel emptied by filters says Nenhum registo corresponde aos filtros., and Limpar filtros clears the user's filters, never the base filters.
- Exportar, in each panel's Ferramentas menu, exports the rows the panel shows.