Populating list subset based on a Boolean from a specific version of a module
All,
I need to update my hierarchical list subset from a module with versions.
I have a module dimensioned with my list and a saved view in forecast version with a Boolean formatted line item (already populated and true for several items) based on which I need to update my list subset using action but I couldn't find my way around to ignore other versions (e.g. Actual & Budget) in play.
Any help would be greatly appreciated.
Kind regards,
Shub
Best Answer
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Two ways:
- you can simply "Show" that version that you want if it is never going to change (actuals, latest forecast)
- create a mapping module with version and a boolean "Export this version for xxx" > filter versions in your export view using that mapping module > save the view
second solution means any user you want is able to update what the view is exporting from a dashboard
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Answers
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@tyagi_shub If you don't mind, it would be better to understand the issue if you can share the mapping tab details while creating an import from the saved view to list for list subset population.
AB
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No worries. It's alright now. Found a way by changing the view to 'show only forecast' and ran the process. Works fine now.
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Thanks @nathan_rudman. It was really helpful.
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@tyagi_shub Can you tell be what action did you used ?
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