Filtering a subset

Anaplanners,

Is there a way i can filter a subset ?

So, we have Projects module, where each project can be either active, inactive or done. This is a list formatted line item.

However, the option to select done should be based on another line item in the module, actuals uploaded : Yes/No ? If the boolean is true only the Project can be marked "done". So the dropdown which has the subset should change based on on "Actuals Uploaded" line item

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Best Answer

  • AjayM
    Answer ✓

    Hi @Sachinsourav02 ,

    Depending on your requirement, you can follow either one-to-many picklists or many-to-many picklists, basically using dependent dropdown feature.

    If 'DONE' is valid only for TRUE check, and ACTIVE/INACTIVE are valid only for FALSE check, it would be a simpler one-to-many approach.
    If ACTIVE/INACTIVE are valid for both TRUE and FALSE checks, then it would become a many-to-many approach.

    Cheers!