I’m using v7 and I have two documents; one called Customer with a field called LastName, the other called Discussion, containing a RTF named “description” and a regular text field that contains the contents of ‘description’ called ‘descriptiontext’.
In the Customer document, I have an Embedded View that is supposed to pull up only those ‘Discussion’ documents where the value in the LastName field is found in ‘descriptiontext’.
The view (CustomerRef) that I am using for the Embedded View selects all of the Forms named ‘Discussion’.
I’ve been trying to use a Select @Contains(@LowerCase(DescriptionText);LastName).
I tried it in the CustomerRef view, but that view does not ‘know’ the value in LastName.
I also attempted to use it in the Embedded selection Formula, but I couldn’t make it work as it stopped looking to the CustomerRef view.
Is this even possible, and if so, where do I apply the selection?
Subject: Embedded View - matching fields from two forms
On your disucssion docs, can you isolate names from DescriptionText field? Can you create a field LastName from DescriptionText when you save discussion doc? If you can do that, you can categorize your view base on LastName and in Customer doc use single category embedded view.
Subject: RE: Embedded View - matching fields from two forms
Assuming the proper LastName is coming from customer docs. What I would do is when the discussion doc is QuerySave, run a LS QuerySave agent, lookup all LastName. Run instr() with descriptiontext against the LastName(s). That should tell you what LastName is contain in descriptiontext. Save the LastName(s) as a LastName field in discussion doc. The doc the single category embedded view as discussed earlier.
Subject: RE: Embedded View - matching fields from two forms
That sounds great Ray, but I’m not that familiar with Script yet and don’t know how to proceed. I did set up a LastNameLookup field, using @DbColumn and it’s propogating all the last names into it properly.
Subject: RE: Embedded View - matching fields from two forms
I’m able to create a field that looks up the list of customers and capture all of their last names. Now I just need to understand the LS Agent part and the Instr part to compare this list of last names to the text field where they might be mentioned.
Subject: RE: Embedded View - matching fields from two forms
I was thinking I might be close, but now I have to make the discussion document pick out the list. only those Last Names that have been found in the Text field, and I’m not sure how to go about that.