Dependent Dropdowns - Many to Many
Is there a way to enable a many-to-many relationship on dependent dropdowns? If so, how do you do this?
To provide some context, I have two lists:
Employees can belong to many departments. (Currently have a module which assigns employees to departments using two dimensions, employees and departments, and a boolean line item.)
Departments has selective access enabled.
I have a module for labour input. I would like users to be able to enter the module and assign an employee to a department - however I would like to limit that choice to only those employees who belong to the relevant department. The labour input module has a department line item which shows the relevant department - screenshot below.
Any help would be greatly appreciated!
Yes, you can absolutely do that, if I am understanding what you are wanting. The functionality is called dependent dropdowns and more information can be found here: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Dropdowns/Many-to-many_Filtered_Picklists.htm?_ga=2.112292676.1177185376.1556539957-1916962816.1554898270
With that said, I have replicated what you have with the employee by department module:
So, I have two lists, Employee Flat and Department Flat which I used to create the above. Also, there are a couple of different line items:
- Code: IF In Department? THEN SYS Department Flat.Code to Use & SYS Employee.Code ELSE BLANK
- Employee Flat Code: SYS Employee.Code
Now, build a composite list with Departments as L1 and Employee as L2, with L2 Employee being a numbered list.
Based on the module you already have, you can create a view, filtered by Department? to only load the necessary pieces.
Now that you have this, the Department dropdown will now drive the employees who actually roll up to that department using Dependent Dropdowns that is placed on the Employee line item:
The result is:
Hope this helps,
Thanks for your reply - I was really hoping that there would be a way to manage this without imports. If there is, or if you have any other suggestions then I am very open to them.
I believe there is a slightly simpler way to process the import side. I created a list with two properties formatted to employee and department. This is my 'filter combinations' list. This can then be imported to straight from the employee matrix module without the need for additional line items. The only exception to this is the anaplan ID of the employee list. As the employee list is numbered, it is not possible to import the display name to the list, instead you have to reference the list item name using NAME(ITEM(Employees)).
Thanks for your help!0