How to link queries on the same page?

bdeprez

Hi all,

My first post - I'm totally new to AwareIM and currently checking out the trial version of the software to see if I would be able to build my own application... so far, I love the software as I have made a lot of progress but have bumped into something I can't figure out... I tried searching the forum using many combinations of keywords but couldn't locate an answer (or at least I thought to be an answer for my question).

So, here we go:

The main screen as a user logs in contains a query which shows a selection of customers.
Below that, I have multiple other (sub)queries which show specific information for these customers.

The idea is that I want the subqueries to be linked to the main query so when a customer is selected in the main query, automatically the relevant data for that particular customer is updated in the subqueries.

I then (based on some post here) created an attribute for the RegularUser to store the selected customer from the main query (which works) but then I needed to create a button to actually store that attribute (which then subsequently caused the queries to refresh). But when the page is reloaded (eg upon new logon) since the attribute is still the old one (from a previous session) the sub queries show the wrong information.

Now, the cleanest way would be to link the subqueries to the main queries but couldn't find out how to do that.
Other option would be, before the main page is rendered, to reset that attribute of RegularUser, but I also couldn't figure out how to do that...

I have a few situations like this with different queries (all comparable) and the need for these buttons looks a bit 'old school'...

Anybody have any hints or suggestions? And if so, please bear with me - I'm really new to the software so you may get a few follow-up questions... 🙂

Thanks a lot in advance,
B.

BenHayat

Hi B. 🙂
Welcome to Aware and I'm sure it will serve your purpose.

Here is my thought to solve your issue.
a) Create a Process that it's input object is "Customer". In that process make calls to all your queries and use the "Customer" object that was passed in for your queries.
TO call the Query in a process
DISPLAY 'QueryName1'
DISPLAY 'QueryName2'
etc.

b)In the main query you can have an operation called Sync or view. Make this as your "default" operation.
Then for your operation use "Start Process" and then call the Process you created in step 1 and pass "Customer" object.

Now every time you select a row in the main query, ll the queries will be refreshed.
In the main query, be sure to use AutoRefresh and have Aware to refresh the Process you're calling and also to refresh Customer Object.

Hope this helps!

bdeprez

Hi Ben,

thanks for the tips - I tried it out and it didn't exactly give me the results I wanted - of course, because I only gave part of the story :oops:

So, what I want to build is something like this (though probably with about 9 boxes below the main query - in the below picture I only added 3):

The suggestion you provided opens the other queries below the main query and I can't keep the 'table' layout

So, then I looked at the CRM demo app and found this:

Which is kind of what I am looking for - just that the detail is on the right...

But when I look at the setup of the visual perspective, that 'center' box is 'Empty Page':

So then I looked everywhere and still can't figure out what triggers that panel on the right (Robert Broom) to open and neatly refresh every time a different customer is selected...

So I learned a few new things but still looking for a solution 🙂

Thanks for all the help
Bernard

BenHayat

Bernard, I personally have not used dashboard and the layout stuff. My original post was mainly how to pass a selected customer to other queries via Process. That I have done a lot and works. But for the layout, I know there are others who are master of dashboards. 🙂

tford

I've done some posts about advanced filtering techniques that might help you. Here is one of them:

https://forum.awareim.com/d/7407>

hpl123

Bernard,
Welcome to AWARENESS 🙂.

Here are some thoughts. First of all, the CRM sample application use 2 content panels, 1 for the customer query and 1 that is basically empty and which is really only a placeholder for the output from the customer query. If you look at the "Target panel" setting for the customer query you see that operations from the customer query are directed to the empty panel. This is how that solution works.

To achieve what you´re after I would recommend you do the following:

Create Customer BO with relationships (reference queries) to the other relevant BO´s you want to display for the customer e.g. previous invoices, complaints etc. etc.. Create a form called "CustomerDetails" and design the form with columns so you get the table layout you are after (i.e. 1 reference query per column etc.).
In your VP, configure the "Main" frame to be a column layout, 1 column. Don´t check "Last in column" for any of the contentpanels mentioned below)
In the "Main" frame, add your customer query first (in a content panel named "Customer") and configure it the way you want e.g. height etc..
In the "Main" frame, add a customer details panel below the "Customer" contentpanel (in a content panel named "CustomerDetails") and set it to "Empty page".
Edit your "Customer" contentpanel and set "Target panel" to "CustomerDetails".
In your customer query, add an operation (have to use VIEW I think e.g. VIEW directly from form operations (with CustomerDetails as the selected form) or VIEW Customer USING CustomerDetails from a process). Look at the CRM sample if unclear how this is done.

This solution SHOULD do what you´re asking. You might have to tweak it some, I´m writing this from the top of my head. Another thing, you can also use advanced scripts to change some of the settings of the CustomerDetails form and a useful script is for example config.preventHeader=true (advanced initialization script on the form) which basically removes the form header and can possibly look better in you scenario and this script can also be used for all of the Customer reference queries if needed. Hope this helps.

bdeprez

Hi Ben - thanks for having taken the time to respond - I'm sure somebody here can help me see the light

Hi Tom - thanks for the link - I looked at the post, thanks for that - did notice though that the link in the post (to the BSV you created) is no longer working so couldn't check out the BSV...

I've been looking for many hours now how this works in the CRM sample application - because it seems that's exactly what I need, just that it is not obvious at all to me...

Hopefully somebody else might be able to assist...

Thanks!
Bernard

bdeprez

Hi Henrik - it seems I overlooked your entry when I posted my comment - so sorry for that!

I'll give you suggestions a try and most definitely will let you know!!!

Thanks!
Bernard

bdeprez

Hi Henrik,

You are a STAR - this did exactly what I was looking for...

I do have a few extra questions though :oops:

The script you provided works a charm to remove the entire header, but I would just like to remove those pesky functions like 'Export', 'Printer Friendly', etc - in a normal query output setup, you can remove those by unselecting it. In this setup, however that's not an option one gets...

And, one more thing - whatever I try, the 'Add' button does not show up... anywhere.. So I'll have to find a way around that too...

One happy camper over here 🙂
Thanks,
Bernard

bdeprez

Just to show what happens:

In 'preview' mode, the button shows up:

but in testing mode, it's not there... Is it a permissions problem? The user has access to the right tables...

Weird...
B.

tford

Bernard,

Here is another Dashboard example that shows storing a select Customer chosen in one of two ways:
1) From a Query (tab #1)
2) From a Drop Down (tab #2)

then using this Customer stored in LoggedInRegularUser in the filters of various queries presented in the visual perspectives. Note that Auto Refresh is used both on the queries and the Form which contacts the Drop Down customer selection. Storing the selected customer in the LoggedInRegularUser also allows a user to pick back up where they left off if they happen to get logged on or decide to come back & work on the same Customer Dashboard later.

Tab 1: Picking from a query with related transactions shown below:

Tab 1: Picking from a query with NO related transactions shown below:

Tab 2: Picking from a Drop Down with related transactions shown below:

The attached BSV was build using AwareIM version 5.9 / build 1908

A_Filtered_Dashboard_June_20_2015_AwareIM_V5pt9_Build_1908.zip

44.73kB

bdeprez

Hi Tom,

You are the best (well, all of you who cared to respond are all equally ranked on my list, thank you)...

I'm going to immediately test it out and will keep you posted!

Thanks,
Bernard

hpl123

Sure Bernard, glad to help. Here are answers to your questions.

Regarding additional scripts, here are a few more that do a couple of different things that might be useful for you in your scenario:
Remove all "tools" (i.e. print, export etc. buttons):
config.tools = [];config.collapsible=false;

Remove all tools except for collapsible:
config.tools = [];

Configure header title alignment:
config.titleAlign=”center”;

Remove header icon (left side) completely:
config.iconCls=null;

Regarding the Add operation not being displayed, try changing VIEW to EDIT in the operation (customer query operation).

bdeprez

Hi Henrik - thanks for those additional scripts - just what I was (again) looking for!

Hi Tom - thanks again for the superb example - just built a new version and it's working like a charm... One small question though, when an item is edited from one of the queries, it doesn't refresh the query so results remain as they were before. I made sure I have the 'refresh settings' of each query correct (to refresh when I update regular user, the tables as well as after the select script).
The refresh after I select another customer works but when I update the details of 1 single invoice, it doesn't update... I double checked with what you did and I have exactly the same...

So that's kind of my only worry at this point - otherwise it works a charm!
Bernard.

bdeprez

bdeprez wrote
One small question though, when an item is edited from one of the queries, it doesn't refresh the query so results remain as they were before.

I just tried to create an 'edit' process and when I use that to edit the entry, upon saving, it nicely refreshes...

Perhaps I'm doing something wrong somewhere?

Bernard

BenHayat

bdeprez wrote
Hi Tom,

You are the best (well, all of you who cared to respond are all equally ranked on my list, thank you)...

Thanks,
Bernard

There are many great/helpful people on this forum. You have discovered two of them (Tom and Henrik) so far... 🙂 You will see more in the future!

tford

it doesn't refresh the query so results remain as they were before. I made sure I have the 'refresh settings' of each query correct (to refresh when I update regular user, the tables as well as after the select script).
The refresh after I select another customer works but when I update the details of 1 single invoice, it doesn't update... I double checked with what you did and I have exactly the same...

If you are editing the Invoice BO, we sure to include the Invoice BO in the list of BOs that trigger an auto refresh.

customaware

Here is a sample bsv that also show how to display a Parent query with multiple dependent child queries on the same screen using the new functionality in V6 for default operation.

I had a lot of trouble initially trying to get all of the Queries "looking" the same in terms of borders and Headers but finally worked it out.

This is using V6 build 2040 and is self populating.

Just import it and run it.

Hope it helps.

Enjoy.

PMC.zip

36.78kB