I have a process backed record and has a CDT which has a format as below. Appointment Info has multiple TMs and trying to filter(default filter) records by checking if any of the TM usernames in the list matches the logged in user.
AppointmentInfo:==============
[AID=1241, AwardNumber=CORHQ-15-A-0022, VendorInfo=[AID=1259, Company=% OF COMPLETION INSPECTIONS, Address=12051 ANDES ST., City=RENO, State=NV, ZipCode=89506, POCName=Meena, POCEmailAddress=mrajagopalan@fdic.gov, PPID=268454006], AppointeeOM=[AID=1199, FullName=Meenakshi Rajagopalan, UserName=mrajagopalan, DateAppointed=1/6/2020, DateSigned=6/23/2015, DateApproved=6/23/2015, DateRemoved=, Signature=PS, APSModNumber=, AdditionalDuties=If you are appointed as a Task Order Oversight Manager (TOOM), you are required to communicate and work jointly with the individual appointed as Oversight Manager (OM) for the Agreement (i.e. Basic Ordering Agreement (BOA) Receivership Basic Ordering Agreement (RBOA), or Blanket Purchase Agreement (BPA)), to ensure consistency across the Agreement. Decisions or guidance that could impact other Task Orders will be coordinated through the Agreement’s OM., Deleted=, PPID=268454013], AppointeeTM=[AID=585, FullName=Mirek Kiczko, UserName=mkiczko, DateAppointed=5/15/2015, DateSigned=, DateApproved=, DateRemoved=, Signature=, AdditionalDuties=test2, Deleted=, PPID=268454043],[AID=586, FullName=Michael Chirlin, UserName=mchirlin, DateAppointed=5/14/2015, DateSigned=, DateApproved=, DateRemoved=, Signature=, AdditionalDuties=test3, Deleted=, PPID=268454027],[AID=587, FullName=Braden Jaeger, UserName=bjaeger, DateAppointed=5/15/2015, DateSigned=, DateApproved=, DateRemoved=, Signature=, AdditionalDuties=testing, Deleted=, PPID=268454037], AwardCO=mrajagopalan, Division=Division of Administration, EffectiveDate=5/31/2015, ExpirationDate=5/31/2015, ClosedOutDate=, Description=Test Solicitataion, APSObjectDBID=2427, APSObjectPPID=268453989, PPID=268454006]
Getting error when using OMCAppointmentInfo.AppointeeTM.UserName in the default filter by field.
Cannot filter by field [OMCAppointmentInfo.AppointeeTM.UserName] because it is a complex, multiple, or child of a multiple data type. (APNX-1-4203-020)
Any ideas?
Thanks,
Meena
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You'd have to iterate over the list of Appointments and, for each Appointment, iterate over the list of TMs and determine if any of the TM.UserName matches the loggedInUser and, if so, output the parent Appointment, else output null; and then fn!reject() any null values from your final list.
How do i do this in grid style record type? I am trying to use the default filter when creating the record type so only logged in user 's TM appointments are displayed. With this filtered record lists(grid style), i can define an interface.
So I think you'll have to change the Record Type to be Expression backed (i.e. use an Expression Rule to return the data) and (because your data is actually process-backed) you'll have to call a Process Report to get the raw data into your Expression. At that point you can then apply the iterative filtering as I previously described.