Hi all, I have partially succeeded in my task. I have an attribute shown as a drop down which dynamically fetches data as I type. I want to be able to show data underneath that attribute based on what I choose in the drop down. Example: Drop down shows all my Clients. When I click on the clients name I want their phone number, email address and other info to be displayed underneath. I do get the desired effect when I view the record created. My setup is as follows: - Attribute Client type set to look into another BO and fetch the clients name from there - Attribute Phone set to shortcut to Client.Phone and the following rule: If CreateNewMaintenanceJob.Client WAS CHANGED Then FIND CreateNewMaintenanceJob WHERE CreateNewMaintenanceClient.Phone IS DEFINED FIND CreateNewMaintenanceJob WHERE CreateNewMaintenanceClient.Email IS DEFINED As I mentioned above, the desired effect works after I view the created record after I click the create button but I want the extra data to show up instantly while in editing mode. Any help is appreciated.

Thanks for asking this question. I found a solution & had previously not been successful. 1) remove your rule 2) assumes 2 shortcuts: ...CreateNewMaintenanceClient.Address to Client.Address ...CreateNewMaintenanceClient.Phone to Client.Phone 3) Add attribute: ClientChangeTimestemp -- Calculated. 4) Add this rule and make it dynamic: If CreateNewMaintenanceJob.Client WAS CHANGED Then CreateNewMaintenanceJob.ClientChangeTimestemp=CURRENT_TIMESTAMP 5) You [b]don't[/b] have to have ClientChangeTimestemp attribute show up on the CreateNewMaintenanceJob form for this to work. This rule just acts as a trigger for the shortcuts to fire. Interestingly the shortcuts to name and address will show up on the CreateNewMaintenanceJob form as soon as you click on any new customer. You do NOT have to tab away from the client drop down for this to happen. All other dynamic rules require a tab to occur.

If Product.UnitNumber WAS CHANGED TO 'AAB13' Then Product.LiveArea=`19' x 40'` Product.InstallationLocation='Americana @ Brand' Product.Kind='Americana Parking Structure' Product.Shipping.AttentionTo='Receiving' That's the rule I created for this process. [img]http://i220.photobucket.com/albums/dd2/adamgonzalez1984/myBSV.png[/img] The product part dynamically updates fine but I want the shipping part to update as well. I'm not really sure what I'm doing wrong or if this is even possible. Thanks. -Adam

Dynamically displaying data

khaled

Hi all,

I have partially succeeded in my task.

I have an attribute shown as a drop down which dynamically fetches data as I type. I want to be able to show data underneath that attribute based on what I choose in the drop down.

Example:

Drop down shows all my Clients. When I click on the clients name I want their phone number, email address and other info to be displayed underneath. I do get the desired effect when I view the record created. My setup is as follows:

Attribute Client type set to look into another BO and fetch the clients name from there
Attribute Phone set to shortcut to Client.Phone

and the following rule:

If CreateNewMaintenanceJob.Client WAS CHANGED Then
FIND CreateNewMaintenanceJob WHERE CreateNewMaintenanceClient.Phone IS DEFINED
FIND CreateNewMaintenanceJob WHERE CreateNewMaintenanceClient.Email IS DEFINED

As I mentioned above, the desired effect works after I view the created record after I click the create button but I want the extra data to show up instantly while in editing mode.

Any help is appreciated.

tford

Thanks for asking this question. I found a solution & had previously not been successful.

1) remove your rule

2) assumes 2 shortcuts:
...CreateNewMaintenanceClient.Address to Client.Address
...CreateNewMaintenanceClient.Phone to Client.Phone

3) Add attribute: ClientChangeTimestemp -- Calculated.

4) Add this rule and make it dynamic:
If CreateNewMaintenanceJob.Client WAS CHANGED Then
CreateNewMaintenanceJob.ClientChangeTimestemp=CURRENT_TIMESTAMP

5) You don't have to have ClientChangeTimestemp attribute show up on the CreateNewMaintenanceJob form for this to work. This rule just acts as a trigger for the shortcuts to fire.

Interestingly the shortcuts to name and address will show up on the CreateNewMaintenanceJob form as soon as you click on any new customer. You do NOT have to tab away from the client drop down for this to happen. All other dynamic rules require a tab to occur.

khaled

That was magic. Good on you and thanks it worked perfectly.

I don't understand how this works though! The rule makes no reference to my 2 shortcuts Client.Address or Client.Phone or any other shortcuts I add. How does it work??

I don't think I would have ever figured this out - Thanks again!

tford

Thanks actually go to Pete (pbrad). He originally did some investigative work on dynamic rules & found that having "trigger" rules helped in certain situations. So I just applied a similar concept here & happen to stumble into a solution.

khaled

Although it worked fine I did just come across a glitch - when the first Client is selected and their details show up, I then changed to another Client which had no phone number entered and the Phone shortcut kept on displaying the previous phone number instead of changing to blank. The work around I did was to make the Phone field mandatory so my users have to enter something in the field so it can change once we select a new Client.

The downside to this, though, is if our client didn't provide us with a phone number - we are then faced with having to enter 000000's in the field to denote no number specified so the system won't mistakenly keep the previous clien't phone number displayed.

No complaints though but I would like to find a fix for this.

technopak

Just a quick thanks to Tom for this one !

I've read many topic threads where users are trying to check whether a client already exists before creating a duplicate record, and no-one has suggested using this technique - or at least not that I understood 🙂

This information is a real gift, with many other applications too.

Thanks Tom for an excellent stumble on this occasion. Keep on stumbling !!

Peter

adamgonzalez1984

Will this work to update a different business object? For example... I have a "Product" business object that you enter misc info like Unit number and job number things like that. I set up rules that will auto fill all the "Product" attributes according to what is entered in the Unit number field. I also want to auto fill shipping information for that product. But the shipping info is broken out to a different business object. I have the shipping info as a shortcut in the product attributes but it doesn't auto fill. Any Thoughts???

-Adam

tford

Hi Adam,

Have you tried to duplicate the example above?

adamgonzalez1984

If Product.UnitNumber WAS CHANGED TO 'AAB13' Then
Product.LiveArea=19' x 40'
Product.InstallationLocation='Americana @ Brand'
Product.Kind='Americana Parking Structure'
Product.Shipping.AttentionTo='Receiving'

That's the rule I created for this process.

The product part dynamically updates fine but I want the shipping part to update as well. I'm not really sure what I'm doing wrong or if this is even possible. Thanks.

-Adam

himanshu

Above rule is wrong, instead you must do something like this below

-false--------'Product.Shipping.AttentionTo='Receiving' ' -----

CREATE Shipping WITH Shipping.Product=ThisProduct, Shipping.AttentionTo='Receiving'

adamgonzalez1984

Yeah that worked but It didn't dynamically change the shipping. I had to go back into the product and check the shipping info. It applied the shipping, which is what I was looking for. I guess we can live without the dynamic update. Thank you very much!!

BobK

Here is a slight variation to the original problem posted in this thread.

My drop down is on tab A but the short cuts are on tab B. When I select a value from the drop down and go to tab B, the short cuts do not display until I start typing in one of the data entry fields on tab B. I already have rules that populate attributes from the BO referenced in the drop down, so I don't think adding a trigger is the solution.

Is there any way to have the short cuts display as soon as I go to tab B without having to type something in one of the fields?

Thanks in advance.

ACDC

Using Toms example, If the shortcut happens to be a Picture attribute the update does not take place.Is there any other solution other than setting the form to save when changing the reference