change the query behind a list

[Former Member]

Hi all,

On the Mater Agreement page there is a tab called Contract Documents, from where you can upload a document.

On the upload document page, i would like to filter the list values of Contract Document Type.

How can i achieve this since, I cannot modify standard queries ?

Thank you in advance,

Simion

[Former Member]

Ok, the conclusion is that is not possible.

Thank you for your explanations and time.

Regards,

Simion

[Former Member]

Hi Mudit,

Thank you for your answer. I will try to do this and see if it's accepted.

But generally speaking, you cannot modify any standard drop-down list in the application, right ? Not even with scripting.

Thank you,

Simion

Edited by: Simion Ursache on Jul 28, 2011 8:36 AM

[Former Member]

Hi Mudir,

We need to filter the contract document type, based on the reporting/business unit. To accomplish this i have created an collection extension on the contract document type with the list of business units. Based on this setup i would like to filter the list of contract document types.

Thanks for your answer,

Simion

[Former Member]

Hi Simion

I can suggest an alternative approach using contract document template instead of directly uploading contracts

When you create a contract document template, you can specify organization unit/ business unit to which it belongs. You also specify the corresponding contract document type.

When you go to master agreement and click on action-> create contract at the top toolbar, system would ask for which contract document template you want to select. query associated with this CDT search is "All Approved Contract Document Templates - Search".

This querry would display a list of contract document template along with the organization unit/ business unit they belong to. With slight modifications to this query you can filter all the contract document templates based on organization unit/ business unit.

Hope this helps your cause

Regards

Mudit Saini

[Former Member]

Mudit,

In the approach you are proposing, can I filter the query based on the Master Agreements business unit ? What I mean is that, if my MA is on BU1 when open the Contract document templates list, i would like to see only those defined on business unit BU1.

In the query definition, how can i add in the query the business unit information from the Master Agreement page ?

Regards,

Simion

[Former Member]

Hi Simion

Like I said, by slightly tweaking the query "All Approved Contract Document Templates - Search" you can add an extra filter parameter "Organization Unit". You can use "All Approved Contract Document Templates - Advanced Search" query for reference.

Once this is done you need to add the modified query to the group "Approved Contract Document Templates by Type"

Sequence of events for getting all the contract doc template for org unit would be as follows

1. Open master Agreement

2. CLick Action-> Create Contract

3. Click lookup to select contract document template

4. Give the name of organization unit in the org unit filter. Click show

5. All the contract doc template with specified org unit would appear in the list

Regards

Mudit Saini

[Former Member]

Hi Mudit,

This is indeed one solution, where you can manually apply the business unit filter. what i was wondering is if we can automatize this step, so the business unit will come automatically from the Master Agreement context.

Technically, in the query definition, i would like to JOIN with the Master Agreement table, and in the WHERE clause add a statement that would select the current master agreement id i am working on.

The problem is i don't know if or how to reference the current master agreement id.

Thanks,

Simion

[vikram_shanmugasundaram]

Hi Simion,

As Mudit pointed out, the filter condition would have to be entered manually. I donu2019t believe there is a way to pre populate it based on the header level value.

Regards,

Vikram

[Former Member]

Hi Simion

I don't think what you are looking for is achievable. Can you elaborate a bit on the business requirement?

Regards

Mudit Saini