Does anybody know how to filter out data using the Information Link filters (for example: certain OID values from a column). The filter seems to work by including the values specified and removing everything else? Thanks - Grant
You may use custom SQL feature of Information Link. Simply follow the Steps below
Edit Infolink
Click SQL
In Edit SQL Dialogue insert your filter condition. e.g. and OID not in ('xyz', 'abc')
Click OK
Save
The details on how to edit an Infolink SQL can be found in TIBCO Documentation here.
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I am completely a Power Automate and SharePoint noob. I am sorry if the answer to my question is simple.
I have explained what I want to achieve using Power Automate Flow in the image below.
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As per my knowledge, it can be achieved by using OOTB lookup column.
1.Go to List Settings > Columns > Create column:
2.Select column type "Lookup (information already on this site)" and check as shown below:
Demonstration:
i am new to Netsuite and custom seraches, and need some help.
I am creating a new custom search in Netsuite, to be viewed under the Project details.
The view basically shows some data aggregation of timings and resource assignment. I also added a Criteria in order to let the user select a target project. What i would like to do, is to automatically set the search criteria for the "current project" when using the view in the Project Details form. can anybody help me? I tried to search for a while, but i cannot see, under criteria definition, a variable like "selected project".
Any help is appreciated.
In the Available Filters subtab of your saved search, add Project as the first filter.
You can find more details under "Saved Searches for Custom Sublists" in the Help Center.
and thanks everyone for replying. It came out that the issue was trying to set up a criteria to put in place the filter.
Once removed the criteria, opening the view from a project actually did the trick.
What mislead me was that while previewing the results, i was able to see every project. That's why i added the criteria.
I'm creating a compliance mailing for my organization, the mailing will include merge fields that identify the office location, physician, and SiteId. The mailing will also include a table of information that is dependent upon the particular SiteId.
I'd like to use the import table function of MS word and set up a query that references a merged field (SiteId) so that the inserted tables populate the appropriate data for the particular site. I'm unable to do this.
How can I set up this document so that I can import only records from my source (an ms access query) that match the SiteId merge field?
Word's mail merge does not support one-to-many relationships. There are ways to coerce it, but only one of them can yield a table as a result and over the years it has become less and less reliable as Microsoft has not regarded it as important enough to maintain...
What you need to do is set up a query that provides ONLY the information you want displayed in the table, plus the key (SiteId). It's best to sort it so that all the SiteId entries list together, and are in the order the data will come through in the mail merge data source.
On the Insert tab go to Text/Quick Parts/Insert Field and select the Database field from the list in the dialog box. Click "Insert Database" and follow the instructions in the dialog box to link in the data. Be sure to set the Query Options to filter on the first SiteId from the data source. When you "Insert Data" make sure to choose the option to "Insert as a field".
This inserts a DATABASE field in the document which you can see by toggling field codes (Alt+F9). The field code can be edited and what you need to do is substitute the literal SiteId value you entered for the query with its corresponding MergeField.
When you execute the merge to a new document that should generate a table for each data record corresponding to the SiteId for the record. But, as I said, Microsoft hasn't done a great job of maintaining this, so it may require quite a bit of tweaking and experimenting.
If the results are not satisfactory then you should give up the idea of mail merge and use automation code to generate and populate the documents.
You can find more (albeit somewhat out-dated) information on this topic at http://homepage.swissonline.ch/cindymeister/mergfaq1.htm
I'm looking into using RedQueryBuilder for a web-based query builder. I want my users to be able to specify what data they want to retrieve in the select clause, but the demo site
only shows selecting a single table, rendering all the columns of that table in the result. Does RedQueryBuilder support building out a more robust select clause, like specifying which specific columns to retrieve including those joined from other tables?
I'm afraid not. The project just concentrates on defining a query to return rows not what to show in those rows.
The onTableChange callback would feed you the list of tables in the expression so could go from that to a list of available columns...
Would you want/need to alter the SQL query generated or just the display of the results?
Personally I'd be interested in changing the demo into a more useful query too although the scope of that could be huge.
I have created a document library with about 20 columns for storing meta data. The client wants to have search on this metadata with a facility to filter the data based on two values. For example we have two date columns(efective date and termination date) and the results that they wanted to see is files which are having the values between effective date and termination date.
Is there any out of the box solution that i can use for this or should i build a custom webpart. If so, can someone please guide me through....
Create your document library, then in "document library settings" click "Metadata Navigation Settings".
This should give you what you want. You can specify which columns to filter data on. You can stack the filters and by default they appear on the left of the page for users to interact with.