Upvote 1

Using a data master, and records to populate screen

In Progress Matt Walton 5 years ago

I am trying to leverage a customer data master + with a list of 20+ customer records. I want to pull data from a single row within the record - (name in one location) + (address in another location) etc to populate across multiple screens. I haven't been able to find a specific solution here to this problem.

Replies (4)
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There are two things you can do:

1) Filter a Data List/Data Grid according to the single row you'd like to show. Create a "Set Value" action, with a calculated value. For the expression, create this expression:

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2) Place Input Text Fields onto a screen and create an expression to filter the Data Master and populate each individual Input Text Field. For each, create a "Set Value" action with a calculated value. For the value, create this expression, changing the attribute in the last space each time for each different field.

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See an example with both ways attached. Let me know if you have any questions.

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Thank you. In the example you posted, you are filtering the list to a specific name within the record. In my thinking, if the name changed, the expression would break. Is there any other way to point to that record/row/column without hard coding the name into the expression?

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Yes, you just need something to filter it by. For example, you can have a search field that you can enter a name in to filter the list.

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Understood. I am thinking that it is much easier to actually create a data.master with all of the specifics of a customer view, and just set the value based on each. I think if you all could actually generate variables based on the records created - it would be super easy to do this...without a lot of complexity in building expressions for each input/display.

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