App ribbons are how Method Apps "talk" to one another – they display related information from a different app and serve as a shortcut directly to that information in the other app.
In the below example, we have created an app that keeps track of a contact's pets. We put into the Contact's app ribbon information about their pets!
The app ribbon on Bob's profile shows us he has three pets. Clicking the tile lists out all his pets. Clicking on a pet will take the Method user to the Pets App, specifically to the pet they clicked.
This is a perfect illustration of how app ribbons can leverage relationships between other apps, which helps streamline your Method experience and give you more control over the information you’re expressing in individual apps.
To illustrate how app ribbons work, we will go through the example displayed above.
In order for this app ribbon to function, a relationship between the Contacts table and the Pets table must already exist.
To get the pets to appear in the Contact's app ribbon, then the Pets Table must have a dropdown field of Contacts. Note in the below diagram, the Pets table (called eduPets) has a dropdown field called "Owner" which pulls from the Contacts Table.
To learn more about dropdowns and how they create relationships between tables, see Field Attributes and Types.
The trickiest part of setting up an app ribbon is deciding which App to configure it! If you want activities to show up in the Contacts app ribbon, do you manage the Contacts App or the Pets App?
The answer is the Pets App. You will need to go into the manage screen of the Pets App and configure its records to show up in the Contacts app ribbon.
To clarify, if you want records to show up in an app ribbon, you do NOT configure the App that holds the app ribbon. You configure the App that manages the records.
In the following example, we will show pets in the Contacts app ribbon.
This will take you to the New App Ribbon screen:
Show how the Pets table relates to the Contacts table.
When you’re finished with your changes, click Done to save. Your app ribbon is set up, however, there are few more things left to do.
After you have set up the app ribbon, selecting it will display the records however, you can customize how the records look.
In the below example, each pet is listed by name, followed by the type of pet in brackets:
You set this up within the app's Record Summary. The below steps will continue our example of using the Pets App.
As an example, here is the screenshot to list the Name field as well as the Pet Type field in brackets:
When the user selects the ⊕ New link, or an individual record in the app ribbon, they will be taken to a screen within the app.
For example, selecting ⊕ New on Pets will take them to the New / Edit Pet screen within the Pets app.
This is set up within the General section within your custom app.