Hi,
I have a form where I enter notes for a particular claim.
In a view I have to display both the claim entries and its corresponding claim notes.
Here is my view selection formula:
Select form=“Claim entry” | form = “Claim note” & status = “open”
My requirement is i should display all the open claims and its corresponding claim notes.
But the form ‘Claim note’ does not have a ‘status’ field whereas the form ‘Claim entry’ has a field ‘status’.
How to have the view selection formula for this scenario?
Pls help…
Subject: View selection formula - Help —URGENT
group it
Select (form=“Claim entry” & status = “open”)| form = “Claim note”
Subject: View selection formula - Help —URGENT
Have you tried associating the status with the claim entry form and then offering the alternative of the claim note?
Do this by using brackets, e.g.
select (form=“claim entry” & status=“open”) | form=“claim note”
It does seem as though the “claim notes” could be response documents, in which case I think you might want something like
select (form=“claim entry” & status=“open”) & @AllDecendants
You better check all the syntax in the help, you might want @AllChildren instead or something, can’t remember off the top of my head.
HTH
Ross
Subject: RE: View selection formula - Help —URGENT
The first option grouping it does nt seem to work…
But do i have to set any view properties like…show responses or show response documents in hierarchy ??
Subject: RE: View selection formula - Help —URGENT
It depends on the way documents “claim note” & “claim entry” are managed. Is one of them a response document?If yes, report to designer help for building views with document hierarchy.
Subject: RE: View selection formula - Help —URGENT
Yes ‘claim note’ is a respone form.
I have created a response column to the left of the column under which I want the claim notes form to be displayed.
This is a response column…
Now I have set the view properties as"Show response hierarchy" also…
My view selection formula is :
SELECT (Form = “ANC” & Status = “Open”) | @IsResponseDoc
Then i have written a form formula also…@If(Form = “ANC”;@Set(Form;“Claim Info”);@Set(Form;“Claim Note”))
My requirement now is that it is not displaying the count of the response documents under the main document in the view’s first column…
pls help