{"id":23957,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/example-5-1\/"},"modified":"2025-02-25T14:20:07","modified_gmt":"2025-02-25T22:20:07","slug":"example-5-1","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-5-1\/","title":{"rendered":"Example 5"},"content":{"rendered":"<p>It is often useful to search for issues in order to make individual selections from the result set and relate individual issues to the parent record.\u00a0 For example, you might have a business area that contains many bugs, and you want to arbitrarily relate some of these bugs to the parent issue as they are similar to the parent issue by scanning up and down the results and individually choosing the results to relate.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/bug-screen-initial.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 <strong>Search for Results <\/strong>button in the header of the related issue display with the title <strong>Search Results for Similar Issues<\/strong>.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/bug-screen-search-results.png\" \/><br \/>\n<cite>Entering the search criteria and seeing the results<\/cite><\/p>\n<p>Once you have selected filters, use the <strong>Search for Results<\/strong> button to display the results in the related issue display. With your mouse, you can click on the <strong>Link<\/strong> button against any one or more than one result to relate these records to the parent issue.\u00a0 Note that the title of the <strong>Search for Results<\/strong> and the icon used for the <strong>Link<\/strong> button are customizable.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/bug-screen-search-complete.png\" \/><br \/>\n<cite>The selected results now related to the parent issue<\/cite><\/p>\n<p>Use the <strong>Link<\/strong> to move any selected record into the final result set where they will be stored with the parent issue. You may repeat the connection process with the <strong>Link <\/strong>button 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<ol>\n<li>Start by creating an <em>add<\/em> or <em>edit<\/em> screen(s) in the usual 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 final selected records as children to the parent issue.\u00a0 Make sure the name of this layout begins with <strong>RELATED_<\/strong><\/li>\n<li>Create and place a hidden link field on the <em>add<\/em> or <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<li>Create a menubar button field in the Data Dictionary to act as the link button to relate selected issues to the parent<\/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>Assemble the search layout and related issue display layout on the <em>add<\/em> or <em>edit<\/em> screen<\/li>\n<li>Quickfind should be configured within your installation.<\/li>\n<\/ol>\n<h3>The Relationship Group<\/h3>\n<p>This is created within the Administration utility, <strong>Relationship Group Maintenance<\/strong>. This should be of the type <strong>One-to-Many<\/strong>. In our example, we named this <strong>SIMILAR_ISSUES<\/strong> and gave it a title of <strong>Similar Issues<\/strong>.<\/p>\n<h3>The Search Layout<\/h3>\n<p>A prerequisite to making the search layout operate is to configure the <a href=\"v25\/managing-quickfind-1\">Quickfind<\/a> feature. 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 <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 SIMILAR_ISSUE_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: 80%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/bug-screen-search-layout.png\" \/><br \/>\n<cite>The search layout<\/cite><\/p>\n<h3>The Hidden Link Field<\/h3>\n<p>This should be created within the Data Dictionary as a field with a display type of Text.\u00a0 The field will not be visible to users, and is used internally to pass the ID of the selected issue between the layouts on the screen.\u00a0 In this example, we name the field TEST_CASE_RESULTS_LINK_FIELD.<\/p>\n<h3>The Menubar Button<\/h3>\n<p>This is created within the Data Dictionary under the <strong>Labels \/ Buttons<\/strong> tab.\u00a0 In our example, we have named this <strong>RELATE_MY_ISSUE<\/strong>.<\/p>\n<ul>\n<li>The <strong>Display Type<\/strong> must be <em>Menubar Button<\/em><\/li>\n<li>For the most pleasing aesthetic result, choose an icon from the library and set the <strong>Icon Display<\/strong> to <em>Icon only<\/em><\/li>\n<li>The <strong>Action Type<\/strong> should be <em>ExtraView Related Issue Display.\u00a0 <\/em>This results in a select area for a <strong>Custom Action<\/strong> to open<\/li>\n<li>The <strong>Custom Action<\/strong> should be entered as:<code>window.doRGSubmit('$$LAYOUT_ID$$', 'SIMILAR_ISSUES_LINK_FIELD', '$$ID$$');<\/code>If you are using a different field name for SIMILAR_ISSUES_LINK_FIELD, then substitute this name<\/li>\n<li>Provide a <strong>Help Tip <\/strong>for the button.<\/li>\n<\/ul>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/menubar-link-button.png\" \/><\/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 usual 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 <strong>RELATED_<\/strong> and followed by remaining characters that provide an unique name for the layout. The usage type of this layout must be <strong>Report<\/strong>. For our example, we name this layout type RELATED_SIMILAR_SEARCH_RESULTS. Now, add the new layout to the area and project where it is needed, creating a new embedded layout within the Business Area and Project for the <em>add<\/em> or <em>edit<\/em> screen.\u00a0 Place all the fields on the layout, including the menubar button, named <strong>RELATE_MY_ISSUE<\/strong> in this example. This button is used as the link button to select the record you want to place into the <em>add<\/em> or <em>edit<\/em> screen. It is recommended that you only place the <strong>VIEW_BUTTON<\/strong> as another button on this layout. You should not place other buttons such as <strong>EDIT_BUTTON<\/strong> or <strong>QUICKEDIT_BUTTON<\/strong> on this layout as this layout is only displaying search results.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/bug-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 Related Issue Display that contains the search results, in terms of the fields you display, but you will likely want to see different buttons. In this example, the layout is named RELATED_SIMILAR_ISSUES.\u00a0 Most typical you include a <strong>VIEW_BUTTON<\/strong> and an <strong>EDIT_BUTTON<\/strong>. A <strong>QUICKEDIT_BUTTON<\/strong> is often useful.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" 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 <em>Add<\/em> or <em>Edit<\/em> Screen to Use the Search and Related Issue Display Layouts<\/h3>\n<p>This section describes how you pull together all the above configuration to produce the complete configuration.<\/p>\n<ul>\n<li>The link field you created earlier is required to pass the results from the selection made on the Related Issue Display layout.\u00a0 Place the field you created, TEST_CASE_RESULTS_LINK_FIELD on the <em>add<\/em> or <em>edit<\/em> layout you are configuring.\u00a0 As stated earlier, this field should not be visible and should be given the following attributes\n<ul>\n<li>STYLE &#8211; set to <strong>style=display:none<\/strong> to 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 <strong>style=display:none<\/strong><\/li>\n<li>RID RELATIONSHIP NAME &#8211; for this example, this is <strong>SIMILAR ISSUES<\/strong><\/li>\n<li>RID RELATIONSHIP TYPE &#8211; for this example, this is <strong>CHILDREN<\/strong><\/li>\n<li>RID ACT ON FIELD CHANGE &#8211; set this attribute to trigger updates to the results when the search results alter<\/li>\n<\/ul>\n<\/li>\n<li>Configure the following layout cell attributes on the search result layout, in this case the RELATED_SIMILAR_SEARCH_RESULTS layout.\u00a0 Many of these attributes are optional and may have different values to make the end result cosmetically pleasing:\n<ul>\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 TYPE &#8211; This attribute defines the type of relationship. Most often this is <strong>Children<\/strong>, but in this example, we set <strong>Linked<\/strong>.\u00a0 This allows all the related issues to be peers in the relationship, as opposed to there being a parent \/ child relationship<\/li>\n<li>RID FILTERS &#8211; This applies filters to the search results, in addition to those that have been set within the Search layout<\/li>\n<li>RID PREHEADER &#8211; Provides the title to the search results layout<\/li>\n<li>RID PREHEADER REFRESH BUTTON &#8211; This places a button on the search results layout which retrieves the results and allows for the results to be refreshed.\u00a0 This attribute also configures the text to be placed on the button<\/li>\n<li>RID LINK FIELD NAME &#8211; This is the name of the hidden link field that receives the IDs of the selected issues from the related issue display. Select the field named TEST_CASE_RESULTS_LINK_FIELD 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: 50%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/search-results-cell-attributes.png\" \/><br \/>\n<cite>Cell attributes on the child record layout<\/cite><\/li>\n<\/ul>\n<\/li>\n<li>Lastly, configure the layout cell attributes on the related issue display containing the related issues, in our example RELATED_SIMILAR_ISSUES.\u00a0 As the user selects each issue from the search results layout, they will be moved to this layout and will form part of the record that is being saved or updated.\u00a0 Again, many of these attributes are optional, and you may configure additional attributes from those available:\n<ul>\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 RELATIONSHIP NAME &#8211; This is the relationship that is being updated. This was created in an earlier step. In our example, this is <strong>SIMILAR_ISSUES<\/strong> with a title of <strong>Similar Issues<\/strong><\/li>\n<li>RID RELATIONSHIP TYPE &#8211; Set this to a value of <strong>Children<\/strong><\/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 LINK FIELD NAME &#8211; This is the name of the link field &#8211; TEST_CASE_RESULTS_LINK_FIELD &#8211; 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<img decoding=\"async\" style=\"width: 50%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/results-rid.png\" \/><\/li>\n<\/ul>\n<\/li>\n<li>The example layout we have just created looks like this:<img decoding=\"async\" style=\"width: 85%;\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/completed-rid-layout.png\" \/>Note the placement of other elements such as the shaded regions.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>It is often useful to search for issues in order to make individual selections from the result set and relate individual issues to the parent record.\u00a0 For example, you might have a business area that contains many bugs, and you want to arbitrarily relate some of these bugs to the parent issue as they are&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23952,"menu_order":5,"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-23957","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 5 - 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-5-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Example 5 - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"It is often useful to search for issues in order to make individual selections from the result set and relate individual issues to the parent record.\u00a0 For example, you might have a business area that contains many bugs, and you want to arbitrarily relate some of these bugs to the parent issue as they are...\" \/>\n<meta property=\"og:url\" content=\"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-5-1\/\" \/>\n<meta property=\"og:site_name\" content=\"Product Documentation\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-25T22:20:07+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"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-5-1\/\",\"url\":\"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-5-1\/\",\"name\":\"Example 5 - 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