{"id":23956,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/example-4-1\/"},"modified":"2025-02-25T14:19:01","modified_gmt":"2025-02-25T22:19:01","slug":"example-4-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/relationship-layouts-1\/example-related-issue-configurations-1\/example-4-1\/","title":{"rendered":"Example 4"},"content":{"rendered":"<p>It is often useful to search for issues in order to make a selection from the result set and relate this selection to the current record. The selection may be a subset of the result set. For example, you might have a business area that contains a library of test cases, and you want to create any number of test plans from this library. Each test plan might have a different subset of records chosen from the library.<\/p>\n<p><img decoding=\"async\" style=\"width: 683.999px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/search-related-records-start.png\" \/><br \/>\n<cite>Initial presentation of screen<\/cite><\/p>\n<p>In the above screen, you will observe a search layout; this is used to provide a filtered set of search results within a related issue display. Note the buttons in the header of the related issue display.<\/p>\n<p><img decoding=\"async\" style=\"width: 683.999px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/search-related-records.png\" \/><br \/>\n<cite>Entering the search criteria and seeing the results<\/cite><\/p>\n<p>Once you have selected filters, use the\u00a0<strong>Get Filtered Results<\/strong>\u00a0button to display the results in the related issue display. With your mouse, you can click on any of the results to select that record. There is also a button to\u00a0<strong>Check All<\/strong>\u00a0the results at one time.<\/p>\n<p><img decoding=\"async\" style=\"width: 683.999px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/search-related-records-complete.png\" \/><br \/>\n<cite>The selected results now related to the parent issue<\/cite><\/p>\n<p>Use the\u00a0<strong>Fetch Selected Record(s)<\/strong> to move all the selected records into the final result set where they will be stored with the parent issue. You may repeat the search and selection process to add additional child records to the parent record. The basic configuration involves setting up 3 embedded layouts, one for the search, one for the search results and one for the selected records. A text or text area field is used to connect the selected values from the search results to the selected records:<\/p>\n<ul>\n<li>Start by creating an\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen(s) in the normal way<\/li>\n<li>Create a relationship group to define and hold the relationship<\/li>\n<li>Create a search layout to be used as the available filters for the search<\/li>\n<li>Create a related issue display to hold the results of the search.\u00a0 Make sure the name of this layout begins with <strong>RELATED_<\/strong><\/li>\n<li>Create a related issue display to hold the final selected records as children to the parent issue. Make sure the name of this layout begins with <strong>RELATED_<\/strong><\/li>\n<li>Assemble the search layout and related issue display layout on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen<\/li>\n<li>Create and place a link field on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em> screen to act as a transition of the record IDs from the search results to the final related issue display<\/li>\n<\/ul>\n<h3>The Relationship Group<\/h3>\n<p>This is created within the Administration utility,\u00a0<strong>Relationship Group Maintenance<\/strong>. This should be of the type\u00a0<strong>One-to-Many<\/strong>. In our example, we named this\u00a0<strong>TEST_CASES_TEST_PLANS<\/strong>\u00a0and gave it a title of\u00a0<strong>Test Cases \/ Test Plans<\/strong>.<\/p>\n<h3>The Search Layout<\/h3>\n<p>A prerequisite to making the search layout operate is to configure the\u00a0<a href=\"v25\/managing-quickfind-1\/\">Quickfind<\/a>\u00a0feature. Once this has been done, create a new layout type. This may have any name and any title, but it must have a usage type of\u00a0<strong>Search<\/strong>. This is used to contain the search filters that will be displayed to the user. For our example, we will use the name TEST_CASE_SEARCH. Next, add the new layout to the area and project where it is needed, creating a new layout. Onto this layout, you will place the fields to be used as filters. No special layout cell attributes are required, but you may use whatever attributes help you provide an aesthetically pleasing display. Save this layout.<\/p>\n<p><img decoding=\"async\" style=\"width: 607.997px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/test-case-search-layout.png\" \/><br \/>\n<cite>The search layout<\/cite><\/p>\n<h3>The Related Issue Display Layout Containing the Search Results<\/h3>\n<p>This is used to contain the results of the search. Note that the fields displayed do not need to match the fields within the search layout, although it is common to see several fields in common. Create a new layout type to contain the related issue display. By convention, begin the name of the new layout type with\u00a0<strong>RELATED_<\/strong> and followed by remaining characters that provide a unique name for the layout. The usage type of this layout must be\u00a0<strong>Report<\/strong>. For our example, we name this layout type RELATED_TEST_CASE_RESULTS. Now, add the new layout to the area and project where it is needed, creating a new layout. In the first column of the layout, place the inbuilt field with the name\u00a0<strong>RELATIONSHIP_GROUP_CHOOSE_BTN<\/strong>. This is used as the selector for the record(s) whose results you want to place into the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen.\u00a0 Note that if this field is not placed on the layout, then the\u00a0<strong>Connect<\/strong>\u00a0button in the pre header is not displayed.<\/p>\n<p>It is recommended that you only place the\u00a0<strong>VIEW_BUTTON<\/strong>\u00a0as any other button on this layout. You should not place other buttons such as\u00a0<strong>EDIT_BUTTON<\/strong>\u00a0or\u00a0<strong>QUICKEDIT_BUTTON<\/strong> on this layout as this layout only displays search results. Place the remaining fields that you want to display on the related issue display on the layout and save the layout.<\/p>\n<p><img decoding=\"async\" style=\"width: 683.999px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/related-test-case-results.png\" \/><br \/>\n<cite>The related issue display layout with the results<\/cite><\/p>\n<h3>The Related Issue Display Holding the Selected Records<\/h3>\n<p>This layout is typically similar to the previous one you created, in terms of the fields you display, but you will likely want to see different buttons. Most typical is to include a\u00a0<strong>VIEW_BUTTON<\/strong>, and an\u00a0<strong>EDIT_BUTTON<\/strong>. A\u00a0<strong>QUICKEDIT_BUTTON<\/strong>\u00a0is often useful.<\/p>\n<p><img decoding=\"async\" style=\"width: 683.999px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/related-test-case-selected.png\" \/><br \/>\n<cite>The related issue display layout that displays the selected records<\/cite><\/p>\n<h3>Configuring the\u00a0<em>Add<\/em>\u00a0or\u00a0<em>Edit<\/em>\u00a0Screen to Use the Search and Related Issue Display Layouts<\/h3>\n<p>A link field is required to pass the results from the selection made on the Related Issue Display layout with these characteristics:<\/p>\n<ul>\n<li>Create the link field, with a display type of\u00a0<em>text area<\/em>. In our example, we use the name TEST_CASE_RESULTS_LINK_FIELD. Give this field read \/ write permissions for the roles that will be adding the test cases<\/li>\n<li>This field must be placed on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em> layout you are configuring, but it need not be visible &#8211; normally you will want to hide this. The following layout cell attributes are recommended:\n<ul>\n<li>STYLE &#8211; set to\u00a0<strong>style=display:none<\/strong>\u00a0to hide the field. Note that you cannot use the VISIBLE IF layout cell attribute. This is because this attribute only places the field into the HTML form when it becomes visible. ExtraView needs the field on the form even when it is invisible to be used as the link field<\/li>\n<li>LABEL TAG &#8211; set to\u00a0<strong>style=display:none<\/strong><\/li>\n<li>RID ACT ON FIELD CHANGE &#8211; This ensures that the link field updates the final layout with the selected issues by triggering a refresh of the related issue display with the selected results<\/li>\n<li>RID RELATIONSHIP NAME &#8211; This is the relationship that you created in the earlier step. In our example, this is\u00a0<strong>TEST_CASES_TEST_PLANS<\/strong>\u00a0with the title of\u00a0<strong>Test Cases \/ Test Plans<\/strong><\/li>\n<li>RID RELATIONSHIP TYPE &#8211; Set this to a value of\u00a0<strong>Children<\/strong><\/li>\n<li>RID OMIT AUTO POPULATE &#8211; This ensures that when you delete an item from the relationship that any value in the original link field is not used, thereby re-populating the child issue back into the relationship.<\/li>\n<li>Place your TEST_CASE_SEARCH layout on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen layout. This layout does not require any layout cell attributes, but you might decide to hide it using FIELD\/LAYOUT VISIBLE IF, once you have made your selection from the results of the search. Place your RELATED_TEST_CASE_RESULTS related issue display layout for the search results on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen layout. This is the place where you configure several layout cell attributes that link that bind all the elements together:<img decoding=\"async\" style=\"width: 340px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/rid-cell-attributes2.png\" \/><br \/>\nCell attributes on the results layout<\/li>\n<li>HEIGHT &#8211; The approximate number of rows to display on the results layout, before displaying a vertical scroll bar. This is optional. If you do not provide this, all the results will be displayed<\/li>\n<li>RID RELATION TYPE &#8211; You must set this to a value of\u00a0<strong>Linked<\/strong><\/li>\n<li>RID\u00a0FILTERS &#8211; This is optional. You may provide filters here which will be used in addition to filters the end user enters on the\u00a0<em>add<\/em>\u00a0or\u00a0<em>edit<\/em>\u00a0screen. In our example, we always want the results to be obtained from the\u00a0<strong>Test Cases<\/strong>\u00a0project within the\u00a0<strong>Test Cases<\/strong>\u00a0business area, so we create these filters within the layout<\/li>\n<li>RID PREHEADER ADD BUTTON &#8211; This button is usually used to provide a &#8220;Submit&#8221; capability on a related issue display. This functionality is not required on search results, so we use this button to provide an alternative function, to\u00a0<em>Check All<\/em>\u00a0and\u00a0<em>Uncheck All<\/em>\u00a0records in the search result. This field is available in the Data Dictionary on the\u00a0<strong>Labels<\/strong>\u00a0tab. It has a name of\u00a0<strong>SELECT_ALL_BTN<\/strong>, and a title of\u00a0<strong>Check All<\/strong>\u00a0in the English locale. It also has a\u00a0<strong>Global Attribute<\/strong>\u00a0of ONCLICK_JS with a value of toggleRIDSelectButtons();. This provides the JavaScript that allows all the records to be selected or deselected. You must define a RID PREHEADER for this button to be visible<\/li>\n<li>RID PREHEADER &#8211; This attribute provides an area above the related issue display that contains the function buttons, as well as providing a title to the related issue display. The value you provide with this attribute becomes the title. Unless you define a RID PREHEADER attribute, the RID PREHEADER ADD BUTTON, the RID PREHEADER REFRESH BUTTON and the RID PREHEADER SUBMIT BUTTON will not appear, as the RID PREHEADER is used as a container for these buttons<\/li>\n<li>RID PREHEADER REFRESH BUTTON &#8211; This places a button onto the related issue display pre-header bar that allows the user to get the results from the current set of filters, and to refresh the results if the user changes the filters. The button has a default title of\u00a0<strong>Get Filtered Results<\/strong>, but you can optionally provide a value to the attribute which will then appear as the label on the button. You must define a RID PREHEADER for this button to be visible<\/li>\n<li>RID PREHEADER SUBMIT BUTTON &#8211; This places a button onto the related issue display pre-header bar that allows the user to update ID&#8217;s for the selected values within the display into the FIELD NAME. The button has a default title of\u00a0<strong>Fetch Selected Record(s)<\/strong>, but you can optionally provide a value to the attribute which will then appear as the label on the button. You must define a RID PREHEADER for this button to be visible<\/li>\n<li>RID LINK FIELD NAME &#8211; This is the name of the link field that receives the IDs of the selected issues from the related issue display. Simply select the field name from the list presented to you when you add the attribute<\/li>\n<li>RID SEARCH FILTER LAYOUT &#8211; This identifies the Search Layout you created above. Simply select its name from the list of values<\/li>\n<li>SIZE &#8211; This is an optional attribute with the width, in characters, of the display of the related issue display layout<\/li>\n<li>Use the RID AUTOLOAD layout cell attribute, if you want the search results to be populated with results using the RID FILTERS, when the screen is first rendered.<\/li>\n<\/ul>\n<h3>The Related Issue Display with the Related Records from the Results<\/h3>\n<p>Here, you place layout cell attributes on the layout named\u00a0<strong>LAYOUT.RELATED_TEST_CASE_RESULTS<\/strong>. This layout displays the records you selected within the search results. The attributes this layout needs are:<\/p>\n<ul>\n<li>AGGREGATE EXPRESSION &#8211; This is an optional attribute that, in our example, is used to provide a total of the hours on the related issue display<\/li>\n<li>HEIGHT &#8211; This is an optional attribute. It provides an approximate row count that is displayed, before a vertical scroll bar is introduced onto the related issue display<\/li>\n<li>RID RELATIONSHIP NAME &#8211; This is the relationship that is being updated. This was created in an earlier step. In our example, this is\u00a0<strong>TEST_CASES_TEST_PLANS<\/strong>\u00a0with the title of\u00a0<strong>Test Cases \/ Test Plans<\/strong><\/li>\n<li>RID RELATIONSHIP TYPE &#8211; This attribute defines the type of relationship. This should be\u00a0<strong>Children<\/strong><\/li>\n<li>RID LINK FIELD NAME &#8211; This is the name of the link field that receives the IDs of the selected issues from the related issue display. Simply select the field name from the list presented to you when you add the attribute<\/li>\n<li>SIZE &#8211; This optional attribute provides a width, in characters, of the related issue display.<img decoding=\"async\" style=\"width: 340px;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/rid-final-cell-attributes2.png\" \/><br \/>\n<cite>Cell attributes on the child record layout<\/cite><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>It is often useful to search for issues in order to make a selection from the result set and relate this selection to the current record. The selection may be a subset of the result set. For example, you might have a business area that contains a library of test cases, and you want to&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23952,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23956","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Example 4 - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/relationship-layouts-1\/example-related-issue-configurations-1\/example-4-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Example 4 - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"It is often useful to search for issues in order to make a selection from the result set and relate this selection to the current record. 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