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03-11-2019 06:55 AM
I have created a Cascading filter by Portfolio by Project and I am not having any luck in getting my second level filter to display the projects for the Portfolio selected in Level 1. I am only getting the value All for my Project selection. Is there anything that I am doing wrong that any one can see to help me get this resolved?
Here is my 1st level filter on Portfolio:
And My second level filter on Project:
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03-14-2019 08:47 AM
Hello Christine,
If I understand correctly from the screenshots, your Cascading interactive filter uses as "Parent Reference Field" the "Top Portofolio . Name" field but it should have as a value the "Top Portfolio" field, which is the reference from Planned Task to the Portfolio table. Can you please test/check this and let me know if it works?
Thank you,
Isaak
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03-14-2019 08:47 AM
Hello Christine,
If I understand correctly from the screenshots, your Cascading interactive filter uses as "Parent Reference Field" the "Top Portofolio . Name" field but it should have as a value the "Top Portfolio" field, which is the reference from Planned Task to the Portfolio table. Can you please test/check this and let me know if it works?
Thank you,
Isaak
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07-02-2019 09:12 AM
Hi Isaak ,
I am facing problem with my cascading Filter. I am having it on Location table. I need the filters in this order. IT Region->Sub-Region->Location.
I have created two custom choice fields(IT Region and Sub-Region) on Location table.
My first cascadaing Filter is IT Region as shown below.
My Second Cascading Filter is IT Sub Region on Location table. Target Table i am referencing from Task table.
My third cascading filter is on Location .
The issue i am facing here is in the third Location display records. It is not displaying the data in Hierarchy.Under Location it is querying only based on the Sub region value but not the It Region hierarchy. I mean Location values are not getting populated based on the IT Region ->Sub Region-> Location . It is showing values based on Sub-Region not considering the IT Region values.
IT Region and Sub-Region values are populating fine. I am seeing it is considering only immediate top level filter but not the hierarchy. Please help me out here.