Dependency on both Parent and Parent of Parent

Hey guys,

Can someone offer some ideas on how I can setup my manager drop down to be both dependent on Sales Team and Sales Sub-Team on the scenario below. This filter module is dimensioned by Users.

Scenario 1: When Sales Team and Sub Team are blank, Manager is blank

Scenario 2: When Sales Team is selected and Sales Sub-Team is blank, then Manager filter is dependent on Sales Team.

Scenario 3: When Sales Team is blank and Sales Sub-Team is selected, then manager filter is dependent on Sales Sub-Team.

Scenario 4: When Sales Team is selected and Sales Sub-Team is selected, then manager filter is dependent on Sales Sub-Team.

Accepted answers

LipChean_Soh

Hi,

I don't think you can create a dynamic Pick Lists based on parent-child relationship, because according to https://help.anaplan.com/create-many-to-many-filtered-picklists-4969bb8c-edae-47be-8241-9dd3942671bd

you'll need to hardcode the driver and filter list combination.

The additional criteria of referring to Sales Team or Sales SubTeam adds to the complication.

You can however consider using the following workaround.

Create the following 3 lists with Parent-Child relationships

2. The following are examples of entries for L1 Sales Team, L2 Sales SubTeam and L3 Manager

3. Create a System Module for 'L3 Manager'.

4. Create the following input module which is similar to your input module.

'Check CF' line item serves as a conditional formatting line item to advice the user that the 'Manager' entry is right or wrong.

'Final Manager' refers to 'Check CF' before picking up value from 'Manager' or produce a 'Blank'. This 'Final Manager' will be further referenced down the line for other usage.

5. The following are examples of the workaround. Do note that i have intentionally shrunk the 'users' column to hide sensitive information.

6. Conditional formatting set up.

Thanks,

LipChean

jimfeng5

https://community.anaplan.com/discussion/comment/172518#Comment_172518

Thanks @LipChean_Soh ! Not exactly what I am looking for but this is a very creative solution!

All comments

LipChean_Soh

Hi,

Can you provide a screen shot showing the relationship between the following lists? It's hard to imagine which is the parent (and parent's parent) of which other list.

Sales Team

Sales Sub Team

Manager

Thanks

jimfeng5

https://community.anaplan.com/discussion/comment/172495#Comment_172495

Hi Lip,

The Hierarchy is:

L1: Sales Team

L2: Sales Sub-Team

L3: Manager

LipChean_Soh

Hi,

you'll need to hardcode the driver and filter list combination.

The additional criteria of referring to Sales Team or Sales SubTeam adds to the complication.

You can however consider using the following workaround.

Create the following 3 lists with Parent-Child relationships

2. The following are examples of entries for L1 Sales Team, L2 Sales SubTeam and L3 Manager

3. Create a System Module for 'L3 Manager'.

4. Create the following input module which is similar to your input module.

'Check CF' line item serves as a conditional formatting line item to advice the user that the 'Manager' entry is right or wrong.

'Final Manager' refers to 'Check CF' before picking up value from 'Manager' or produce a 'Blank'. This 'Final Manager' will be further referenced down the line for other usage.

5. The following are examples of the workaround. Do note that i have intentionally shrunk the 'users' column to hide sensitive information.

6. Conditional formatting set up.

Thanks,

LipChean

jimfeng5

https://community.anaplan.com/discussion/comment/172518#Comment_172518

Thanks @LipChean_Soh ! Not exactly what I am looking for but this is a very creative solution!

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