Cascading Interactive Filter

[Michael Gruber]

Team,

Is it possible to create an cascading interactive filter that allows the selection of a "parent" record?

i.e.

I have a report that lists child cases based on "parent field = specific case number"

I would like an interactive filter to display a list of case numbers, that when I select 1 case, it would update the report that follows that interactive filter.

I'm a newbie to interactive filters, I'm also reading up on custom interactive filters using Jelly as an option as well.

regards

Michael

[Shivalika]

Hello @Michael Gruber 

I don't think jelly is required for a simple requirement here..you can use it when you have done complex requirement. 

For now you can follow below 👇 approach - 

1)Create an Interactive Filter for Parent Cases

Navigate to Reports > Interactive Filters.

Click New and configure:

Name: Parent Case Filter

Table: Case (or your relevant table)

Field: Case Number (Parent Cases only)

Filter Conditions: Add a condition to only show parent cases (Parent field is empty).

2. Create a Second Interactive Filter for Child Cases

Click New and configure:

Name: Child Case Filter

Table: Case

Field: Parent

Filter Condition: Match the value from the Parent Case Filter.

You can share the screenshots if stuck anywhere. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

[Michael Gruber]

Team,

I had some more time to work on this, I'm almost there, but the 2nd level filter fails.

I have a dashboard with a Cascading Filter and a report.

The report displays all cases records in the Case [case] table where

Parent.Major case state [Case] is Accepted and

Number does not contain TASK and

Opened relative after 1 Months ago

The cascading filter is designed to allow me to select a major case by State, then select an individual case by Number. The purpose is to filter the above report so that it only displays child cases attached to 1 major case. The configuration of the cascading filter is.

Level 1 (retrieves all the different states, for all the major cases in the last month that have been accepted)

Table Case [Case]

Display field State

Filters

Major case state is Accepted and

Opened relative after 1 Months ago

Target Table

Target table Case [Case]

Field Parent State

Level 2 (displays all the major cases with the state that was selected)

Table Case [Case]

Display field Number

Filters

Major case state is Accepted and

Opened relative after 1 Months ago

Parent Cascading Filter Select State (filter 1)

Parent Reference Field State (filter 1)

Target Table

Target table Case [Case]

Field Parent Number

When I select the state the cascading filter correctly displays all the child cases attached to major cases with the matching state.

The next step is to select a specific major case to filter the report to only show child cases attached to the 1 report I’ve specified.

When I apply the second filter (case number specific field) the report shows no entries. I am expecting it to show 1 child case which is attached to the major case I selected.

Any insight as to why this would not work according to my expectations would be most helpful.

regards

Michael Gruber

[Michael Gruber]

Team,

I got the cascading filter to work, I can select the state and specific number of a major/parent case to filter a report to only show child records attached to that specific case.

The solution was the change the field of the target table, for the 2nd level filter from parent.number to just parent. I don't know why this works, if anyone can enlighten me, it would be most appreciated.

I’m curious to understand why the solution was not to select the specific number field, but select all fields in the parent record?

[Michael Gruber]

Team,

The next problem I have is that I want to use the same cascading filter to also filter a second report that lists all vendor incidents from the Incident [incident] table. These would be records which are records, that are attached to cases, which are childs of the parent/major case I select with the cascading filter.

i.e. major case < child case < vendor incident.
parent.parent.number

I tried creating a second target table to target the incident table and the number of the major case. But the following 2 combinations did not work 

Target Table

Target table Incident [incident]

Field Parent.Parent.Number <- with number field

Target Table

Target table Incident [incident]

Field Parent.Parent <- without number field

Maybe I am not understanding the relationship between the incident and case tables?

regards

Michael