Clarity

  • 1.  Dependent lookup Issue

    Posted Jun 27, 2017 02:33 PM

    We have a portlet where we have to filter out data based on another lookup, Here is what we are trying for

     

    Lookup1:
    Value1
    Value2
    Value3
    Value4

     

    Lookup2(Dynamic query lookup) This list is depend on value 2(for the lookup1)
    V1, V2, V3, and so on based on query

     

    The requirement is  If we choose
    Lookup1:Value1 and Value2
    and
    Lookup2  V1 and V2

     

    The result will show   data including

     

    Lookup1:Value 1 + (Lookp1:Value2 include Lookup2:V1+V2)

     

    But in actual it is not showing Lookup1Value1, only showing Lookup2:V1+V2

     

    Please let me know if you need more details and If you can setup a webex session so I can show you.

     

    Also need to check if we can setup default on Dynamic query lookup?



  • 2.  Re: Dependent lookup Issue

    Posted Jun 28, 2017 03:32 AM

    There are a lot of things I don't understand about your question*, perhaps if you posted some screen shots of your problem that would help make sense of it?

     

    --

     

    * - for example;

    You say you have a "portlet" - so the lookups are where in the portlet - filter fields presumably? What sort of portlet is it (object based / NSQL based)? Are the filter fields "normal" fields or user parameter fields? What does the logic in your NSQL do with those fields?

    We have little control over filter-field lookups, and we can't really make them inter-dependant at all ; not sure if that is what you are trying to do (your Q is title "dependant lookup" but your question only mentions "dynamic" lookups - these are different things). 



  • 3.  Re: Dependent lookup Issue

    Posted Jun 28, 2017 09:59 AM
      |   view attached

    Hi,

    This is NSQL portlet, this is pulling all financial information from different tables (Union for all below

     

    PPA-WIP - Actual

    FIN_COST_PLAN_DETAILS & FIN_PLANS  - Budget

    Custom object BST View Tables  - Best View

    Combination of 2 custom Object - Forecast ( we use these object for forecasting)

     

    The requirement to add a dependent lookup of Best View Names which will pull Best View information  only if Best View in Plan Type filter is selected. As Plan Type(Static list lookup) is multi-select  so User can select Actuals and Best View  . In that case it should return all Actuals rows + selected Best Views.

     

    Plan Type lookup is static list with 4 values

    We created Best View Lookup  as dynamic query because new  Best view will create every month and it will keep adding the values. We only need current year best views to be shown in this portlet.

     

    Currently as they are separate look up, when we select any best view & actuals in ‘Plan Type’  and any valaue in ‘Best View Names’, it only return best view  selected  not actuals data.

    Looking for something where it will return both.

     



  • 4.  Re: Dependent lookup Issue

    Posted Jun 28, 2017 09:55 AM

    Hi,

    This is NSQL portlet, this is pulling all financial information from different tables (Union for all below

     

    PPA-WIP - Actual

    FIN_COST_PLAN_DETAILS & FIN_PLANS  - Budget

    Custom object BST View Tables  - Best View

    Combination of 2 custom Object - Forecast ( we use these object for forecasting)

     

    The requirement to add a dependent lookup of Best View Names which will pull Best View information  only if Best View in Plan Type filter is selected. As Plan Type(Static list lookup) is multi-select  so User can select Actuals and Best View  . In that case it should return all Actuals rows + selected Best Views.

     

    Plan Type lookup is static list with 4 values

    We carted Best View Lookup  as dynamic query because new  Best view will create every month and it will keep adding the values. We only need current year best views to be shown in this portlet.