No option to use reference code chart colours in client orgs

Danielle Howes shared this problem 2 years ago
Defect Logged

Hi there,


We have created some colours against ref codes and when trying to apply them to charts we do not have an option in client orgs.


Though when in default, this works fine.


Version 7.3 Build 20170331


Danielle

Comments (12)

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Hi Danielle,


Sorry for the delay in response here. Typically Reference Codes are specific to client organizations, so each organization will need to create their own reference code for this data. Is this something that worked in the past for you?


Regards,

Nathan

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We set up the Views from the Default org and each client organisation uses these views/fields but the data is populated from their own database.


We have tested the reference code custom sort order (set from the Default org) and this transfers down to the client org, but the colour options do not.


We have only just started testing this functionality so I cannot say whether this has worked before but from our understanding, from Yellowfin training that we have recently received, that this functionality would work with our data.


Thanks,

Danielle

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Hi Danielle,


Thank you for the clarification. I was able to test and confirm that the sort order is retained, but the coloring functionality is not. Unfortunately, this behavior is not new and was also present in my tests on versions over 5 months old. Older builds did not transfer the sort order.


As none of the other reference code functionality is available to client organizations, I am inclined to say that the sort order transferring is actually a bug. However I do see the use case for having these values transfer between organizations, so I have raised an inquiry ticket to confirm if this is a bug, limitation, or possible enhancement.


I apologize for the inconvenience, and let me know if there is anything else I can do to help here.


Regards,

Nathan

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Thank you for your help so far, Nathan.


That's a pity as this is a major drawback for our use case; we have 300+ client organisations and these do not have access to the view builder.


Please let me know as soon as you know any more information regarding this.


Thanks again,

Danielle

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Hi Danielle,


I have made a note of its importance to you, and will let you know as soon as soon as the developers have had a chance to look at this.


Regards,

Nathan

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Any progress on this ... ?


We have the same issue. For the specific chart, there are about 12 clientorg that will be using this but the same functionality will be used by reports that have 100+ clientorg's. Manually adding them is not a small feat.


@Danielle: did you manage to work around this?

It seems a little contradictive to the design-philosophy that everything in the primary org is send down to clientorgs. Views, Reports, dashboard all are available in clientorg's when developed in primary org.

I hope this can somehow be added to 8.1 release or shortly after.

Regards,

JeRoen

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Thanks for the additional info JeRoen, and no unfortunately not changes on this functionality.


Yup I agree that the philosophy of client orgs seems a little different in terms of reference codes. The reason for this is because reference codes are based off actual data (not the meta data).

E.g In most setups default orgs have 1 data set, and then each org has their own. So setting a reference code at the default org cannot be applied to the clients.

Yes there are cases where this is not true, but I think what we should do in your case is work out if there is another way to achieve what you're after?

E.g. Maybe the default chart colors will be ok?


Wondering also if this is more of an issue where a user has ability to login to multiple orgs (so they will notice the color differences)?


Happy to move this to a private ticket so we can better understand the data set you're working with and looking for other solutions.


Thanks,

David

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Hello,


Thanks for responding.


We have one DB (and dataset) in the defaultOrg where the data off all clientOrg's is stored. Using ClientOrgId Access filters only the data for the clientOrg is shown.


Would be nice if the referenceCodes are used in all clientOrg's untill you change it in a specific clientOrg. The link with the defaultOrg referenceCode would then be removed.


What would be the best approach to have a referenceCode for all clientOrg's?

Regards,

JeRoen

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No problems JeRoen,


In your case it could work for colors, though not necessarily for sorting.

I'll chat to our guys over here to see if there is any possibility of this working, when I think of reference codes, I picture seeing the value/color/sort in the view, so you would need to hide the values from the default org, while at the same time showing the values visible within that org.


I'll get back to you once I know more to see if I can move this to a product idea.


Thanks,

David

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Hi JeRoen,


So good news and bad news. Good news is that the task is now creating and something we will need to address.

Bad news is that I cannot provide an ETA on this as yet. But something we will review in the future.


In the interim you're stuck with duplicating your ref codes in the clients orgs, I guess you could use the CSV option to make it a bit easier?

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Though sorry for the inconvenience in any case!


Thanks,

David

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Thanks for responding and looking into it ...


We will make it work with the CSV's but it will be mind-numbing to do ... :-)

Regards,

Jeroen

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No probs, yeah it's not the most exciting task.

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