I'm new to BO, i want to prompt the report user to select multiple items from a list before generating the report.
the list is dynamic and it should read from a (look up) table in DB.
i tried to use #prompt function but cant do it.
one more thing, i want the user to be able to filter the data in browser
regards!
Instead of using #prompt, you can try like this.
In Modify(Design) Mode, go to Data Access --> Edit.
There in filter bar, drag the Object that you want to appear as Prompt for the user, say Year. Select "In List" and change it to a Prompt by selecting the Prompt option from "define filter type" which is available at the end of the filter object selected.
hope this helps you to resolve.
Related
I am creating a Saved Search for my team where users can filter by different parameters but the most important one is a ‘Keyword’ field where we have multiple text strings separated by commas. Eg: One could be (Horses, Apples, Cows, Carrots, Balloons) and another could be (Apples, Cake, Silver, Horses, Bananas)
I want to be able to use the free text search field to look up all rows where I can find a relevant entry.
Eg. Let’s say I type “Apples” and “Horses”. I want to see all entries where these are found together.
I have tried setting the criteria to “Contains” but can’t seem to use operators in the input field. I have also tried to use expressions but got You cannot use an expression builder criteria filter as an available filter" as an error.
I’m not familiar with NetSuite but willing to learn. I was able to create this in Google Sheets. Since we already store our information on NS already, I want to find a way to do it there. Is there a way to achieve this?
Thank you.
When you create the saved search, you can just specify a default value that will be used in the initial search load (e.g. contains Apples). In the Available Filters tab, select the same filter and check Show in Filter Region.
When users run the saved search, they can change the criteria by typing into the field and pressing Tab after (if you press Enter instead of Tab, the results will be downloaded into a CSV file instead of being displayed in the page). In your example, they should type 'apples%horses' then press Tab.
Additional reference: https://www.sikich.com/insight/using-formula-values-as-available-filters-in-netsuite-saved-searches/
Update:
Use 'has keywords' instead of 'contains' in the filter. When viewing the results, separate keywords with a comma. Example: 'apples, horses'
has anyone figured out how to have a custom drop down on a sales order of the customer addresses.
When creating the custom field on a Sales Order, you will notice that when you select Address or Address Book, the FILTER USING fields do not show. Only 'country' shows when you select Address and nothing shows when you select Address Book
So to Recap:
I need to create a custom address drop-down field on a sales order that contains all of the customer addresses
It might seem like more work than its worth, but if you build it properly you should be able to re-use this code anywhere else you want the ability to add custom address selection drop downs.
In your before load script user event script you will want to add a new custom field of type 'select'.
To populate the values do a search against the customer record and grab the address fields you need (if this is a new record and the customer isnt set in the before load, you can pass this off to the client script by making a selection called 'REFRESH' or something similar that triggers a post sourcing function to make the update to the field select options).
Make sure to get at least the 'addressinternalid' and the 'addresslabel' fields from the customer (you will likely want them all just in case). Add the results to an array so that you can loop through it to build your custom field select options.
From there it would just be a matter of getting the user's selection and tying it to the correct address based on internal id.
I know I did not provide any specific code examples, but that would be your part of the game to play. Hope this helps, and good luck!
In my dashboard, I would like for the user to have the option to filter a specific field by selecting an Execl/CSV file from their computer that has all the values for that field.
I am thinking that I can have a button that would prompt the user to select the file that contains all of these values. My problem is how would I have the dashboard read all these values and then filter the field that the values correspond to?
The short answer is - you can't
A bit of workaround is to to use the compound search to select multiple specified values in a field. For example if you have Country field which contains list of countries you can select more than one by start searching in the list box and paste the values you want to select in the following format: (Austria|Germany) In this case you should provide this list instead csv (if possible) and the user need to copy paste the search criteria.
Another possible solution is to have an Qlikview extension that can do the same for you. The extension will read the file and select the values.
Update:
Using the compound search and a bit of a variable logic might lead you to the same result. Please check this post for more info
I have defined a couple of lists for capturing registration details of the user. There is a list for holding personal details of the user and there is another list which holds professional details of the user.
The two lists are used over two different pages in which name and ID both are required.
How do I get the name and ID populated automatically into the professional list from personal list so as the user doesn't have to fill the similar information twice?
Is it possible without doing any coding stuff?
This little control may help you
http://cascddlistwithfilter.codeplex.com/
Basically you would link the first Cascading drop down control to your user details list and the field name. The second drop down would then filter the users ID so the user can select that.
I have used this before and it can be a pain in the backside to configure but when it's there it is so very powerful and useful.
It's not fully automated but i'm unsure how you would get any closer with a bespoke event receiver.
Create the custom form there, you have keep some text box with the refresh button, so when ever you fill the user id and press the refresh button. You need to right small logic to bring the user from the the source list.
Or you can use the personal details id as look up column in the prop list so you will get the id and select the id and do refresh. Anyway you have right the logic in your custom form code.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.