asubigsaxy
asked on
Create View dependant on field in response document
I have 3 forms:
Project (main form);ProjectDetails(respo nse doc); event(response to response doc)
I have created a view that simply shows main docs and all its response documents in a hierarchy. What I need to do is show only the main form and its response documents if the project is Pending, which is in field "status" located on ProjectDetails form. For the life of me, I can't figure this out. Please let me know what other details I need to include. Thanks!!!
Project (main form);ProjectDetails(respo
I have created a view that simply shows main docs and all its response documents in a hierarchy. What I need to do is show only the main form and its response documents if the project is Pending, which is in field "status" located on ProjectDetails form. For the life of me, I can't figure this out. Please let me know what other details I need to include. Thanks!!!
ASKER
This is what I have for my selection formula, but it does need to be tweeked:
SELECT Form = "project" | (Form = "Project" & status != "Complete") | Form = "event"
With this formula, I get ALL the main forms (which is what I don't want), and I do get the pending projects and their events (this part is correct). What do I need to so that only main documents w/ an associated pending project are displayed in the view.
Below is a snipett for the documents returned with the above formula:
*******************RESULTS ********** **********
Name Phase
All Saints Mission
All Saints Mission ,York Incomplete Project
Letter of Sanction issued
All Saints Mission ,York Incomplete Project
*****The results below are also returned, but don't have an incomplete project associated w/it*****
Blessed Sacrament
Blessed Trinity
Cathedral of St. John
Christ Our King
Christ the Divine Teacher
************************En d Result******************** ********** *
Thanks for your help!
SELECT Form = "project" | (Form = "Project" & status != "Complete") | Form = "event"
With this formula, I get ALL the main forms (which is what I don't want), and I do get the pending projects and their events (this part is correct). What do I need to so that only main documents w/ an associated pending project are displayed in the view.
Below is a snipett for the documents returned with the above formula:
*******************RESULTS
Name Phase
All Saints Mission
All Saints Mission ,York Incomplete Project
Letter of Sanction issued
All Saints Mission ,York Incomplete Project
*****The results below are also returned, but don't have an incomplete project associated w/it*****
Blessed Sacrament
Blessed Trinity
Cathedral of St. John
Christ Our King
Christ the Divine Teacher
************************En
Thanks for your help!
SELECT Form = "project" | (Form = "Project" & status != "Complete") | Form = "event"
Are "project" and "Project" the same form ?
If yes then try :
SELECT Form = "event" | (Form = "Project" & status != "Complete")
I hope this helps !
Are "project" and "Project" the same form ?
If yes then try :
SELECT Form = "event" | (Form = "Project" & status != "Complete")
I hope this helps !
ASKER
Hi SysExpert,
The project & Project form are two different forms. project = main form, Project = response form (its a typo, should be ProjectDetails). I am so sorry for the confusion.
**A side note, I can actually only use the response form (ProjectDetails)& response to reponse form (event) to get the view I need. My problem is categorizing it. Thus, I did use the code above:
SELECT Form = "event" | (Form = "Project" & status != "Complete")
My only problem is that I couldn't get the events to show properly in the view. I ended up with the below result set:
Facility Description
All Saints Mission ,York
****The problem is here, I need the events to relate to the Project (in this case, All Saints Mission, York) *************
(Not Categorized)
Awaiting Bishop Approval
Letter of Sanction issued
The project & Project form are two different forms. project = main form, Project = response form (its a typo, should be ProjectDetails). I am so sorry for the confusion.
**A side note, I can actually only use the response form (ProjectDetails)& response to reponse form (event) to get the view I need. My problem is categorizing it. Thus, I did use the code above:
SELECT Form = "event" | (Form = "Project" & status != "Complete")
My only problem is that I couldn't get the events to show properly in the view. I ended up with the below result set:
Facility Description
All Saints Mission ,York
****The problem is here, I need the events to relate to the Project (in this case, All Saints Mission, York) *************
(Not Categorized)
Awaiting Bishop Approval
Letter of Sanction issued
ASKER CERTIFIED SOLUTION
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Hi asubigsaxy,
> What I need to do is show only the main form and its response documents
> if the project is Pending, which is in field "status" located on
> ProjectDetails form.
I'm afraid that is not possible. You have to do the selection on the main document. The best is to reflect the status in the main document.
Then it would be something like
SELECT (Form = "Project" & status != "Complete") | @IsResponseDoc
> What I need to do is show only the main form and its response documents
> if the project is Pending, which is in field "status" located on
> ProjectDetails form.
I'm afraid that is not possible. You have to do the selection on the main document. The best is to reflect the status in the main document.
Then it would be something like
SELECT (Form = "Project" & status != "Complete") | @IsResponseDoc
If I may ask: what was your solution to the problem??
ASKER
I am going to add a hidden status field on the main doc. That seems like the easiest thing for me to do.
I wouldn't make it hidden, just computed, with as formula @ThisValue
The agent you will need only once. What's more important is the action at the end of the event document. Once in the event document the status is changed, and the event document is saved, that status should be reflected in the main document. Design with care...
The agent you will need only once. What's more important is the action at the end of the event document. Once in the event document the status is changed, and the event document is saved, that status should be reflected in the main document. Design with care...
SELECT Form = "Test" & STATUS != "ACCEPTED" & STATUS != "REJECTED" & @Date(@TextToTime(@Text(Fo