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mayankraoka
Specialist
Specialist

On open document dynamic default selections

Hi Team,

I want to open the document on access point with max month of data get selected by default on opening document first time.

I dont want to do this from On open document triggers.That is breaking my other  functionality.Is there any other way to make default selection max of month dynamic on open without triggers?Any workaround is helpful.

Regards,

Mayank

15 Replies
mayankraoka
Specialist
Specialist
Author

Hi Wallo,

Thank you for your reply.But when you are saying

Saving it with a search criteria something like

=max(MonthDate)

on your month date field?

How to achieve this,Can you please explain this.

Regards,

Mayank

Anonymous
Not applicable

Create a listbox with the field you want to filter against.  And do a search like below.

It should give a result as you finish typing.  Press Enter.  (You can hide of delete the list box after if you like.)

listbox search.PNG

Your current selections box will show this:

currentselections.PNG

If you save your application with this filter on, then when it gets put on the server it 'should' survive a reload and pick the most recent month. 

**Another option:  You could also save add this as a bookmark.  And then try a trigger to apply a bookmark, but that may give you the same issue you already have.

mayankraoka
Specialist
Specialist
Author

Hi ,

I think your first option will work.Thanks I will check and update.

Regards,

Mayank

Anonymous
Not applicable

Good luck!  Don't forget to type the '=' sign in the beginning!!!

mayankraoka
Specialist
Specialist
Author

Hi Wallo,

This is working fine.Is there any way we can show month date field as correct in current selection as well.This is showing our expression currently which is =Rank([Month Date])=1,But i want it should display months value.

Regards,

Mayank

Anonymous
Not applicable

Unfortunately, not that I know of.  I don't know of a way to have it show the value.  Typically I would just use a text object or dynamic caption to capture the actual date value for display.