Limiting Records Based on Value List Data (Multiple Entries)

Discussion created by Dobieg5750 on Sep 22, 2016
Latest reply on Sep 23, 2016 by Dobieg5750

So I've spent considerable time trying a few different routes to sole a problem and with no luck I figured I'd try the discussion here goes...


I have two tables...a Dashboard Table and a Data Table.


In the Data Table there is a field that defines the record in groups...Group A, Group B, Group C, etc.


You can choose which group when you are adding records via a dropdown that refers to a Value List which defined Group A, Group B, etc.


So all the records have one of these groups assigned to it.


Now, the Dashboard serves as a way to limit the records via a portal on the dashboard...and a relationship that says "only show the records (in Data Table) where the Group Field matches the "Selection Field" on the Dashboard.


The "Selection Field" is actually a checkbox set where the value list for it is based on the same value list that has Group A, Group B, Group C, etc. and I use checkbox because sometimes you want to view in the portal not just Group A but maybe Group A AND Group B...or all of them.


This works quite well because the "Selection Field" is basically a Global Field and even with multiple values checked, the portal relationship works great.


The Problem comes in when I try to create a Report (i.e. a new layout) and try to limit the records in the same fashion. I can get it to limit the records via script (Perform Find) when I only have ONE entry in my Selection Field...but when I have two...or more...the script can't find a match.


I don't want to show all the records...only the ones that match the selected criteria on my dashboard...I've messed with self-joins and that doesn't seem to work...and really what I'm looking for is a script to say "pull only the records that match ANY of the multiple criteria that is on my dashboard field"...I've tried pulling that dashboard global and placing it in a $$variable to use in the Perform Find script...but it only lets me exact match (==) or match the first word, etc.