I have searched this forum quite a bit looking for a solution to this problem and I cannot find one. My apologies if this question has already been answered and I am too stupid to find it. In my defense, the search functions on the web site are still not working propery.
I have a show-single-category embedded view that is categorized on a multi-valued field. How do I determine the UNID of the “enclosing” document from a view column formula? I need to grab a field from it with @GetDocField.
NOTE: by “enclosing” I mean the document that the embedded view is displayed on.
Subject: Enclosing document UNID
It’s still not clear to me what you want to achieve. A view column formula can never know, what document might or might not be currently displayed in an embedded view through the UI.
Where do you intend to use @GetDocField?
Subject: RE: Enclosing document UNID
Thanks for responding Harkpabst.
I will try and explain what I am trying to do. Perhaps there is another way of doing it that it is better.
I have 3 types of documents:
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Cases
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People
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Case Notes (response docs to Cases)
I have built relationships between these documents where:
Cases have Case Notes
Case Notes have People associated with them
People can be associated with more than one Case Note
People can be witnesses, but only on certain Cases and not others
To build the associations:
Each Person document contains a multivalued field containing the UNIDs of the Case Notes that they are associated with. The Person document also contains a multivalued field that holds all of the UNIDS of the Cases that those Case Notes are children of.
Each Case document contains a multivalued field of the UNIDs of the People who are witnesses for that case.
I hope my explanation is not too confusing.
The problem I am trying to solve is:
My Case Note form contains an embedded view of all the People that are associated with it. I want to identify those People who are witnesses with an icon or a distinct row color or something. In order to do this, I need to check the Case document to see if that Person is listed as a wintess.
Subject: RE: Enclosing document UNID
If I understand your issue correctly, you’re going to need an additional embedded view for the witnesses.
In your current view, you need the UNID of the Case Note to display docs related to the Case Note. Some of those docs are also related to the Case that the Case Note is related to.
Unfortunately, only one Category parameter can be used, so you cannot pass both UNIDs and hope to solve your problem in the same embedded view.
You will have to create a view (or use an existing one) that lists People by Case UNID, and call on that in a second embedded view titled “Witnesses to the Case”. There, you can use the UNID of the Case that has been included in the Case Notes.
Hope this helps.
Subject: RE: Enclosing document UNID
Thanks Pascal - I see the solution now. My mistake here was to store the witness list on the case file rather than storing a list of case files that the person is a witness for on the person.
Thank you very much for your help to everyone that responded.
Subject: Enclosing document UNID
If I understand, you want the DocumentID as you move / select a document on an embeded view.
I don’t think there is the equalivent of “Evaluate actions for every document change” in an embedded view (where instead of an action you want the DocID).
Subject: RE: Enclosing document UNID
Thanks for your reply Stephen.
Please see my response to the other poster for the somewhat long-winded explanation of what I am trying to do.