Cannot set child filter as 'Reference Code' when a parent filter has been set

Emily shared this problem 2 months ago
Defect Logged

Hi

When creating filter group in the View, filters can be sorted by reference code (Value List Setup --> Reference code (pic 1 below)

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However, if I have a filter with a parent link, then the Value List Setup does not have Reference Code to select (pic 2 below). Is there another way to show those filers (child filters) sorted in a specific code specified in Reference code? thanks


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Comments (2)

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Hi Emily, thanks for the screens!


Firstly, I'm able to replicate your scenario which I agree is a little strange and suspect it's related to some UI in consistencies which we can address in a future release.

However in the interim, I think there is a way for you to achieve what you're after. Here is what I did;

1. At the view level ensured my field was formatted as 'reference code'

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2. Now in the report, that field is formatted s a reference code, whether or not it was used as a filter;

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3. If I now set up the dependency, the values are shown as a reference values, and also sorted the same

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Can you confirm this works for you? (I'm using 9.6.1, just in case there are some differences with my steps).


Thanks,

David

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thanks David

though because I used a filter group, in the report, I can't click into the specific filters. Is there another way around it? thanks

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Sorry I completely missed that Emily!

Ok I did the same at the view level, which almost worked (as you can set the filter format there) however once I set it all up, the report starting giving me errors.


Unfortunately I don't see a way around this with view level filters.

I have since converted this to a problem (and updated the title) as this will need to be addressed by a future product release.


So when it comes down to it, you can only get around this with report level filters, I wish I better news for you Emily!

I will however keep you posted on any further updates regarding this task.


Please reach out in the meantime if there was anything else you were after.

Regards,

David

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