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how to create the Lookup based on our special requirement
Posted: 03 Aug 06 2:55 PM
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fiogf49gjkf0d Hi there,
I will appreciate it if you could give us an advice about our following issue:
We need to create a lookup for account search. We need a column to display the primary contact name for any account record in the result grid on the pop-up lookup window. As you knew, in SLX, Account table is parent and Contact table is its child and their relationship is one to many. If a contact is the primary contact, its filed IsPrimary is equal to ‘T’.
In order that we could search all the accounts, before we created the Account lookup, we created a global join in which parent table is Account and child table is Contact and join is “Left”. Then we created the lookup and dragged the contact name field from the contact table in the tree view into the layout grid through SLX Architect/Manage/lookup. After doing so, when we opened lookup window and searched accounts, if an affected account had 3 contacts, there were 3 account records for the account to match the 3 contacts displayed. What we need is that just one account record with primary contact name is displayed in the result grid. How should we do?
Thanks in advance.
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Re: how to create the Lookup based on our special requirement
Posted: 04 Aug 06 12:29 PM
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fiogf49gjkf0d The problem is the join. When you create a group that uses a custom table off account for instance and you have a layout field from the account table, it will show X number of times which skews the data. Even in trying to set it to use distinct values it won't because you are essentially creating a flat record that while the account portion is distinct, the contact information isn't.
You could keep the information relevant by using subqueries to segregate the distinct values. This is super easy with a lookup control using the LookupRestrict values but the account search button doesn't let you do. I believe you can do what you want by adding a global script that hooks into the Lookup:Account* functions or if you wish to modify the QuickFind portion then you can modify the MainView. I think it can be done I just don't know how easy it would be since you are trying to eliminate the account table records from showing up and that is precisely the table the lookups are built against.
Knowing me there is a simpler way to do this that I'm just not thinking about. |
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Re: how to create the Lookup based on our special requirement
Posted: 07 Aug 06 9:45 AM
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fiogf49gjkf0d Jordan,
I just tested doing this in our SLX db (6.2.1) and it worked just fine without creating any additional joins or anything.
1) In Accounts, add a new group. I called mine Account w-Primary
2) In the layout add the Contact FullName.
3) In conditions add the IsPrimary field and make the condition = T
4) Add any other conditions
This display the primary contact name for each account. You will only get duplicate accounts when more than one contact is set as a primary. This is possible and can be used as an aide to clean up the database if only one primary is required per account.
John G. |
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