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Selection in bookmarks does not work when new values arrive

Here is what happens:

  1. User selects "Exclude selection" to filter down a certain list to show all values except few that he/she is not interested in.
  2. User creates a bookmark for this selection.
  3. New data set is added and the list now has more values.
  4. When user selects the same bookmark, the values that are excluded are the ones that we intentionally don't want AND the ones that are new to the list.

We have many users in the system so using code for each bookmark is out of question.

This is only needed for "exclude selected".

Desired outcome:

List shows all values (including new ones) except the ones that the user initially excluded.

Help needed:

What can be done so that selections that are in bookmark go through the same steps again rather than just show the selections that were bookmarked. What should/can the user do differently to get the desired outcome.

3 Replies
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Champion III
Champion III

Re: Selection in bookmarks does not work when new values arrive

Apparently using bookmark is not a reliable solution here, because the data changes.

Maybe it is better to use a variable that keeps the list of the values to exclude.  In this case you can create a button (or text box) with actions "Select In Field" (and use variable here), followed by "Select Excluded".

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Re: Selection in bookmarks does not work when new values arrive

Try to use an advanced search in order to exclude values and, once you have applied it, save the selection as a bookmark.

Then, load other values to the field and apply the bookmark...new values will be affected by the bookmark.

Take a look to the attachment.

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Specialist
Specialist

Re: Selection in bookmarks does not work when new values arrive

Yes, I agree with Andrea's approach.

The key distinction is the bookmark formed from advanced search evaluates like a series of WHERE clauses, where a standard bookmark is an explicit list of values to match.

The standard bookmark will remain static and not change according to new data, while the one formed from advanced search will re-evaluate every time.  Very neat feature.