A nice simple one for a Monday morning...
One of our Users is requesting to store a Source ID (which will display the Source Name) in one of the T_PLAN custom fields, which in itself is easy. However, they are wanting the list of available Sources limited to those linked to the Constituent being edited. I have a local View set up to return the source_no, source_desc and customer_no of all Constituents who have records, but is there a way of filtering the View to the Constituent in the WHERE clause of the T_KEYWORD setup?
Steve
Hi Steve - I mentioned this in Slack, but I thought I would post it here as well... I explored this earlier in the year and could not get it to work, so opened a TASK ticket on it. Here is what I was told: "After some extensive investigation, we have found that performing a call to /ReferenceData/Keywords/Data/?keywordId= to get the potential values for the dropdown data isn't going to be able to handle filtering results by the customer_no on the session because there is no context data on the services connection from which to derive the current customer_no. Therefore, this scenario is not possible at this time." Note that we were using v12.5.1 at the time. I was told it was logged as an enhancement request.
Thanks David. I'll stop development on this at the mo and wait to see if it is included in a future release. I've also commented back in Slack.