Parent to Child Lookup/Selection - Part II

michael.chefer

 

 

Does anyone know if there a best practice around sourcing data where the target module is dimensioned by a parent list and the source is a child list? 

 

Target Module: Roles

Dimensions: Team Roles, Staging Opportunity

Target Line Item: SF User ID

Formula: Teams.'Item: SFDC User'

 

Source Module: Teams

Dimensions: Staging Teams

Source Line Item: Item: SFDC User 

 

 

 My initial instinct was to use SUM however that would not work on a list formatted line item. Also, in this case, creating a mapping table isn't practical as there are hundreds of data rows.

 

Module_by_Child_List_89243.png

Module_by_Parent_List_89243.png

Puneeth H P

Hi @michael.chefer 

 

You can create a relative line item between source and target . 

In this scenario you can bring Parent of child list which is in target module . 

Parent line item formatted by Parent list and formula would be PARENT(ITEM('Child list'))

You can Lookup to this Parent line item for the target line item . 

Teams.'Item: SFDC User'[LOOKUP:PARENT(line item)]

 

 

Thanks,

Puneeth HP