Presentation Problems

SilverFox

Original Post

First problem is how to create a presentation that I can use to display column style results like the auto-generated default presentation provided for the BO. I need to be able to control the columns that are displayed, the labels, the widths, etc.
I can create such a presetation by creating a query and control how it is displayed. How do I create the same type of tubular display and have it display the results of a FIND action in a process? Or create a query that can have search parameters past to it at the time of execution.

Second problem is I want a perspective which displays a query of customers in one panel, below that panel I want a panel displaying a list of payments made by that customer, and to the right of it a panel displaying the items that customers has purchased in the past. I can create the panels using queries, but how do I pass the customer ID parameter. I need the other two panels to update the information when a different customer is selected in the first panel.

Reply from tford
Posted: Mon Aug 31, 2009 9:55 am Post subject:
Silver Fox,
Welcome to AwareIM. This post should be in the "General Discussion..." forum.
Quote:
How do I ...have it display the results of a FIND action in a process?

Normally you would put the appriate FIND in the Query.

re: 2nd situation. Have you looked at the sample applications? This is shown there.

In the first situation, I have not been able to find a way to pass parameters to a Query at runtime. How do I build a query to replace this FIND "FIND ClubUses Where ClubUses.Customer_Site = Customer.Site AND ClubUses.Vehicle_Key = Customer.Vehicle_Key ORDER BY ClubUses.Sold DESC" The Customer variables come from the context of the running process.

I have read your manual and research your sample applications. I could not find an example of what I am am trying to do in the second situation. I need to be able to pass the customer ID of the record highlighted in the first panel of a perspective to the query being performed in the second and third panels of the same perspective, so that the information being displayed is updated.
If you look at the Home tab of the adminstrators perspective in your Library sample application an imagine being able to highlight one of the names in the Members panel and immediately seeing the Correspondence and Catalog panels refresh with all correspondence with that member and a history all items that member has borrowed. I understand there would have to be an action button on the Members panel to start the process after the member is highlight.[/quote]

tford

How do I build a query to replace this FIND "FIND ClubUses Where ClubUses.Customer_Site = Customer.Site AND ClubUses.Vehicle_Key = Customer.Vehicle_Key ORDER BY ClubUses.Sold DESC" The Customer variables come from the context of the running process.

See similar question earlier today:

tford

I need to be able to pass the customer ID of the record highlighted in the first panel of a perspective to the query being performed in the second and third panels of the same perspective, so that the information being displayed is updated.

Here is one idea:
1) Create a process with BO from Panel 1 as Process Input. This process will include:

LoggedInRegularUser.CustomerID=Customer.ID

DISPLAY PERSPECTIVE PerspectiveNameHere (or DISPLAY LAYOUT...)

2) Add an operation to the query in Panel 1. This operation will be the process from Step #1 above.

3) 2 queries in Panel #2 and Panel #3 will use FIND actions like:

FIND CustomerPayments WHERE CustomerPayments.CustomerID=LoggedInRegularUser.CustomerID

FIND CustomerPurchases WHERE CustomerPurchases.CustomerID=LoggedInRegularUser.CustomerID

SilverFox

I want to thank you very much for your help. I was not trying to use the context of who was logged on, but your example made me realize that even though the dropdown that is available when building the WHERE statement in the Query Builder only displays the attributes contained within the Queried BO, that all the attributes are avaiable for building the WHERE statement. I should have just tried that before, but the fact that else where in the Configurator all available attributes show up in the dropdowns, the fact that they didn't show up here made me think you couldn't use them.

Thanks you again for your help. :roll:

tford

I was not trying to use the context of who was logged on,

Just for clarification -- LoggedInRegularUser attributes are only used similar to an environment variable in my example. It's just a spot to park a value. The bonus is that LoggedInRegularUser and SystemSettings attributes are always in context.