InfoQube IM - Community

Submitted by jan_rifkinson on 2009/01/16 13:43

Is this possible? If so how? Tks

Jan Rifkinson

Ridgefield CT USA

Comments

More details please...

There is Grid > Column Filter > Grid Filter applies to sub-items
There is also Grid > Filter criteria applies to sub-items
Finally, the filter can be split into 2 criteria: Filter1 | Filter2. Filter2 would apply to sub-items

The situation

Inbox structure

item | Columns = category | subcategory

category & subcategory = text lists

one choice in category is 'Journal'

Data Entry

Item = 01/16/09 - Fri (manual input, ie not createdate) | category = Journal

child = event 1 (no category) don't want to have to input category for each child, could be automated but I don't know how

child = event 2 (no category)

Problem:

Create Journal Grid to see only Journal items
item source = Inbox

columns = item | category

set item as tree column

column filter = journal

IQ filters for journal ok, indicates children ok, ie. + is evident but when item is clicked + disappears, sub-items do not display

Notes

I have never been successful in creating a filter in the source bar

I can sort now

I can create column filter

Jan Rifkinson

Ridgefield CT USA

HP Blackbird Vista Ultimate SP-1

>Create Journal Grid to see only Journal items

Set a grid source =

Category = "Journal"

To have sub-items inherit the Journal category, you can

use a form (you'll then control when the sub-item inherits) or
set the field property : value -> sub-items (assignment will be automatic, in all grids for this field)

That did it, Pierre. Thank you. When I tried Category = Journal, nothing came up even after a re-start. I realize now I had omitted the "" (quotes). What is the rule for when to use quotes & when not to use quotes. It seems in sort it is not used. Is that correct? How about source bar filter?

Jan Rifkinson

Ridgefield CT USA

HP Blackbird Vista Ultimate SP-1

The rule is quite simple:

Text is quote enclosed
numbers are not
Fields are not. If the field name contains spaces or other special characters, it is [ ] enclosed

So the general form for a text field is [Field 1] = "A string" (plus you can use the * and ? wildcard characters)

p.s. Sorting only involves fields (no field value) so quotes are never required