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Please help!
I like to create a filter with OR relationship built in ...
if I choose name = "ABC" then will give me sales personal name = "ABC" or engineer name ="ABC"
thanks!
Hi
user on action trigger to set the field value by going to
Settings --->Document Properties Then go to Field Event Trigger and click Add Actions under <On Select> option.
This where you can add action such as setting field values if any of the fields selected
It usually makes sense to just load the SalesPerson and Engineer names into a common field called "Name" and let the user select from that.
-Rob
Thanks for the suggestion .. I Might need a bit more details to know how this works ...
I like to use list box to be the filter and choose the name "ABC" then it will filter out the following charts (tables) with 3 columns:
1) sales person name;
2) engineer name;
3) manager name
after I chose ABC then the table will show me either sales person name = "ABC" or engineer name = "ABC" or manager name = "ABC" ...
hope this help .. THANKS! have a great friday
Thanks for the suggestion .. I Might need a bit more details to know how this works ...
I like to use list box to be the filter and choose the name "ABC" then it will filter out the following charts (tables) with 3 columns:
1) sales person name;
2) engineer name;
3) manager name
after I chose ABC then the table will show me either sales person name = "ABC" or engineer name = "ABC" or manager name = "ABC" ...
hope this help .. THANKS! have a great friday
How is your data structured? Are SalesPerson, Engineer and Manager in same or different table? If the same table, are they filled in for every row? Can you post a picture of your table model?
-Rob
Hi Rob,
Thanks for the reply. Here is an data example for this question. Hope this help to make it clear.
so we like to have a selection filter based on customer table to filter the order table .. but filtering all the rows with billto or payer or shipto = customer5
just use set analysis:
(and explain the users how to use it )
expression could look similar like that:
count(
{
< BILLTO= P({< PAYER=,SHIPTO= >} SELECTOR) >
+ < PAYER= P({< BILLTO=,SHIPTO= >} SELECTOR) >
+ < SHIPTO=P({< PAYER=,BILLTO= >} SELECTOR) >
} ORDERS)
Set analysis might work. Another approach would be to bake this into the script.
CustomerRole:
LOAD Distinct ORDERS, BILLTO as SELECTOR Resident Detail;
LOAD Distinct ORDERS, PAYER as SELECTOR Resident Detail;
LOAD Distinct ORDERS, SHIPTO as SELECTOR Resident Detail;
Then a selection on the SELECTOR field will link to all associated ORDERS rows.
-Rob
I'd rather use the Search Object for this than a list box. In the properties, use Selected Fields, and add the fields you want to search.