Adding hierarchy using a boolean

Soumyajit

Hi,

I have a list hierarchy where till level 3 we have imported and now for Level 4 and 5 we want to get a checkbox that will say Relevant data. Once I will check that and click on Add to Hierarchy Level 4 and subsequent Level5 will be created. Level 4 have a fixed 3 items that gets added to all Level 3 items as a child.

How can I do this using a Boolean.

Anurag0911

Hi!

If you have the list already for level 4 and and 5. Create 2 module - input and import module. Use the input module for submitting the Boolean for creations of the hierarchy using the flat list.

Let me know if you need more details.

Hope this helps!
Anurag

Soumyajit

Thanks Anurag. I need some more clarification, I have a system module with Level3 dimention. I have created a boolean in that system module. Now I will create a Staging import module but how do I connect that with the list.
I want like this if the Boolean is true for Level 3 List item A (for eg) then this A will create in Level 4 with the childs and accordingly in level 5.

Anurag0911

You can use finditem() as a bridge between the two lists for - Use that to find items using codes as a relation between the two (Have to keep them same for the two lists). If you are inputting the Boolean at level 3 create a staging module at both level 4 and 5 to create the items

Soumyajit

If I am inserting a list item then should I use an import from input boolean to import boolean item and then if the imported boolean is true then it will add a list item in Level4.

Anurag0911

Here’s a step-by-step approach to achieve this:

1. System Module with Level 3 Dimension:
   • Ensure you have a Boolean field in your system module that indicates whether to create Level 4 and Level 5 items.
2. Staging Import Module:
   • Create a staging module for Level 4 and Level 5. This module should have the necessary fields to capture the details of the new items to be created.
3. Finditem() Function:
   • Use the finditem() function to map Level 3 items to Level 4 and Level 5. This will help in identifying the parent-child relationship.
4. Import Action:
   • Set up an import action that reads the Boolean field from the system module. If the Boolean is true, it will trigger the creation of new items in Level 4 and Level 5.
5. Process Creation:
   • Automate the process by creating a process that includes the import action. This process can be triggered whenever the Boolean field is updated.

Hope this helps!

Soumyajit

Thanks for all the details. first 3 steps are already done. I am confused with step 4 about how to do this. I have the boolean in the system module. Do I need to create a boolean in the staging module to run the import? and how to set it up. Sorry but I am getting confused in this only.

seymatas1

Create a saved view by applying the Boolean as a filter. Use this saved view to update L4 and L5.

You have two options:

Option 1:

Publish the Boolean, the saved view, and the import action on a UX page. Users run the action manually when needed.

Option 2:

Running the action locks the model during working hours. If real-time analysis is not needed, it's a better practice to schedule the import action to run early the next morning.

Anurag0911

As mentioned above yes. you need to create the Booleans to create the saves views.