Create subset in list based on subset from another list

Zhiying
Occasional Contributor

Create subset in list based on subset from another list

Hi, 

I have a List 1 where one of its properties from List 2

Zhiying_0-1653306389445.png

 

In List 2, I have a subset which is manually created and not expected to change

Zhiying_1-1653306425669.png

 

I need to create a subset in List 1 such that it will be automatically checked based on the subset ("GE" in pic above) in List 2. how can I go about doing it?

4 REPLIES 4
TimWard70
Regular Contributor

Unfortunately, List SubSets can only be updated manually or via an action.  To keep the subsets aligned you will need to set up a module which has a saved view you can import into the LIST2 subset and set up an action to do this - you can then schedule the action to run periodically via cloudworks, or publish the action to a button in the UX

Kanishq17
Community Boss

Hi @Zhiying 

Well list subset cannot be automatically checked , however you can create an import to load valid items of that list 1 which satisfy the subset of list 2 .

Basically you can find which items in list 1 are valid for the subset based on the list 2 formatted property and then use a filter to create a view for list 1 which shows only those items which are valid , then import in the subset

 

Zhiying
Occasional Contributor

Hi @Kanishq17 @TimWard70 ,

 

May I know what should be the dimension of the mapping module? The formula of the mapping module should refer to even another module?

Ivan_Lo_
Certified Master Anaplanner

Here is a suggestion:

 

Module with List 1 as dimension  
    
Line itemFormatFormulaApplied to: List 1
MAClist formatted as List 2List1.MAC 
GElist formatted as List 2 subset (GE)FINDITEM(GE, name(MAC)) 
In List2 Subset?BooleanISNOTBLANK(GE) 

 

Create a module view by sorting "In List? Subset?" = True, you can find all the "List 1" items with "List 2" properties belong to subset "GE".

 

Then, create an action to import the boolean "In List2 Subset?" to update the check box of the new subset in List 1

.

 

Please let me know if it work.

 

Thanks.