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MatrixView on smart field with reference

Markisio
Contributor
October 23, 2023

Hi There 

 

I have the following:

podForm:

  • podName
  • stream

 

resourceForm

  • pod --> Smart Dropdown with reference on records checked 
  • resourceName
  • resourceCost

 

in Matrix view I have the following

  • pod is grouping field
  • form: resourceForm
  • Limit the number of records returned: 1

Inside MatrixView I have the following

  • ValueView to calculate resource cost based on the selection from MatrixView pod
  • tableview - resource form

when I click the pod in the left side of the matrix view the result within tableview doest reflect, also the value view 

 

it used to work when I had pod as Dropdown field (no smart), please help 

1 answer

0 votes
Alex Medved _ConfiForms_
Community Champion
October 23, 2023

Hi @Markisio 

Why do you have a limit set to 1 on the MatrixView? You need to apply distinct filter I think...on pod

Also, do you have your ValueView and the inner TableView filtered by pod?

Alex

Markisio
Contributor
October 23, 2023

Hi @Alex Medved _ConfiForms_ 

 

if I remove the limit, then I get multiple list per POD,

for instance if resourceForm has 10 records then I get the list of lists, ie PODX will have 10 records, PODY have 10 records and so on

 

ValueView and tableview within MatrixView, I need it to be filtered by POD, not sure where to do that based on POD selection in matrix view. 

 

thanks 

Alex Medved _ConfiForms_
Community Champion
October 24, 2023

That is why I have suggested to "Apply distinct filter to return only unique records" on pod field

Also the inner views need to be filtered by pod, as I understand your set up...

pod:[entry.pod]

Markisio
Contributor
October 24, 2023

Hi @Alex Medved _ConfiForms_ 

 

Maybe I am missing something, here is my setup

MatrixView

  • Name of the field to use as grouping field: pod
  • ConfiForm form name: resourceForm
  • Rendering mode: parallel
  • Apply distinct filter to return only unique records: pod

 

ValueView (within the MatrixView)

  • ConfiForm form name: resourceForm
  • Field name or expression: sum:([entry._func.asEntryRef(entry.resourceCost)]) 
  • Filter to apply on entries dataset: pod:[entry.pod]

 

TableView (within the MatrixView)

  • ConfiForm form name: resourceForm
  • Rendering mode: Parallel
  • Filter to apply on entries dataset: pod:[entry.pod]

 

Based on above, I get the following

Nothing Selected in MatrixView

  • MatrixView: on the left side I get list of pods (unique & single list) - good
  • ValueView: on the right side I get a list of them per pod.
    • Expectation get single ValueView for the entire result
  • TableView: on the right side I get list of resources per pod, so if I have 2 pods with 10 resources each, I will get pod1 with 10 resources, and pod2 with 10 resources. At the bottom of each list is reference id of the pod rather pod name.
    • Expectation single list of resources (in a case of 2 pods with 20 resources)

Pod selected in MatrixView

  • MatrixView: on the left side I get list of pods (unique & single list) - good
  • ValueView: on the right side I get a single ValueView but it contain the value of all the records (resourceCost).
    • Expectation get single ValueView for the selected pod in the MatrixView
  • TableView: on the right side I get multiple lists  resources for the selected(pod). At the bottom of each list is reference id of the pod rather pod name
    • Expectation single list of resources with resources of selected pod in the MatrixView

 

Please help, I am sure I am missing something or maybe I am using the wrong macro to achieve this.

 

if I can't have single list, then I am ok with this for now but is there a solution to display the pod name in the bottom of each list rather reference id of a pod

Alex Medved _ConfiForms_
Community Champion
October 30, 2023

Hi @Markisio 

Could you share the storage format for your configuration and confirm the ConfiForms version you are using?

I pretty much have the same (as much as I understand what you have) but it works for me OK

Alex

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