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Cycle groups and Triggers/Actions

I've a cycle group called time with three fields (year, month and quarter). Field year = ( year 1, year 2, year 3), Field Quarter ( Q1, Q2, Q3,....Q12) and Field Month (M1, M2,.....M36). My document should open with four quarters selected by default in cycle group. Q1, Q2, Q3 and Q4 which is equal to year 1 and M1 to M12.

Ation I have here is ON OPEN DOCUMENT = SELECT FIELD -> Quarter -> VALUE -> Q1, Q2, Q3, Q4.

When I cycle from Quarter to Year; selection should shift to Year 1 (Green), and when I click the cycle to select month it should switch to M1 - M12 (Green). Irrespective of what you have selected in the previous selection the switch in cycle group should always be either year 1, Q1 - Q4 or M1 - M12 depending on what you have switched to.

What I mean is every cycle: Quarter, Year and Month should default to Q1-Q4, Year 1, and M1 to M12 respectively. I am not able to achieve this with actions.

2 Replies
pover
Partner - Master
Partner - Master

If you want all 3 fields to be green you have to make an action to select each of the 3 field on opening the document. Otherwise, if you select Q1,Q2,Q3,Q4, M1 - M12 will be in white because they are related values, but not selected.

Additionally, Q1,Q2,Q3,Q4 all exist in year 1, year 2 and year 3 so all years will also remain white unless you are selecting a Quarter/Year field or also select a year.

So, if all your data have a link to the date, your action of selecting Q1,Q2,Q3,Q4 on opening the document doesn't do anything. What do you want to achieve?

Regards.

Not applicable
Author

My datamodel has table called timeperiod with fields quarter, 6-months and year.

Quarter, 6-Months, Year

Q1 6M1 Y1

Q2 6M1 Y1

Q3 6M2 Y1

Q4 6M2 Y1

Q5 6M3 Y2

Q6 6M3 Y2 etc..

So, when I say that document should open on first four quarters selected, QV loads the first year of study (irrespective of year). Now the problem is when I switch through cycle group (for e.g. quarter to year) QV loses the 4- quarter selection and user has to make a manual selection again(in this case Y1). So there was a data for a moment and its gone next moment because we just switched through cycle group.

Is there anyway I can hold/persist the previous selection made and have (Year-1) green when I switch from Quarter to year?