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Schedule Board filter based on hierarchy

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Posted on by UG Leader

Hey,

I am trying to limit the available options in the filters for the schedule board.
The main thing we will be filtering by is Organizational Unit, which have been modified to have a parent Organizational unit to set up a basic hierarchy as well as a category.
The simplified hierarchy look like this:

Territory > Site > Business Unit > Team

The first level of filtering is done with tabs, so that Territory is preselected, and the filters only show the Organizational Units that fall under that territory
What the organization wants is that when you select a, e.g., a Site, only Business Units directly under the selected site show up.

FilterView.png

In this example only Business Units under Test Site should show, that'd mean that the options in the Business Unit filter are dependent on the selected site.

Is this something that' can be done?

  • User25081994 Profile Picture
    User25081994 20 on at
    RE: Schedule Board filter based on hierarchy

    Hi Nya,

    Do you maybe have an answer on the below question of Sebstian?

    Kind regards,

    Margot

  • User25081994 Profile Picture
    User25081994 20 on at
    RE: Schedule Board filter based on hierarchy

    Hi, 

    Does anybody know the answer on the above question?

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Schedule Board filter based on hierarchy

    I appreciate the reply, and while what you're suggesting is something I need to do, it is not the problem.

    My problem is that I want to limit the options in the filter view for the controls that fall under certain categories.

    This is how the control for sites is setup.

       
         
           
           
           
           
           
             
             
           
         
       
    

    It's hardcoded to only fetch items that fall under the selected "Business Area" (which as I explained earlier is decided by using tabs)

    The second condition is to onlye get options that match the wanted category, i.e. level in the hierarchy.
    In this case "Sites".

    The problem I'm having is that I need the Options under the "Business Unit" control to be limited to only those that fall under the site selected in the control above it.
    I can't seem to find a way to access that selected value.

    If that doesn't explain it maybe this code/pseudo code for the "Business Unit" helps

       
         
           
           
           
           
           
             
             
           
         
       
    


    This is what I'm asking about.
    I want to know if this is possible.

    It does not seem to be doable in the XML so I've looked at Client Extensions and made a script that triggers on certain events in the schedule board like is done here:
    https://www.msdynamicduo.com/post/introduction-to-the-schedule-board-client-extensions-framework

    I've focused more on the Filter.Search, and Filter.Update events.
    I'm not sure how to use this to make the changes I'd need though, if such a thing is possible, and I'm having trouble finding documentations for this.

    I hope that clarifies the issue I'm having

    //

    Sebastian

  • Nya Profile Picture
    Nya 29,043 on at
    RE: Schedule Board filter based on hierarchy

    Hi, Sebastian

    To achieve your requirements, two steps are required, the one is to be able to modify the Filter, and the other is to determine the filtering criteria.

    • Customize the filter

    1. Double click the "Initial Public View" in the right-top corner of the page.

    6013.1_2D00_1.png

    2. A dialog will pop up.

    4276.1_2D00_2.png

    3. Edit the Retrieve Resources Query

    1_2D00_3.png

    •  Reorganize the XML of the Query.

    1. It is certain that only the 1: N relationship can be looked up by fetchXML. For example, Business Unit and Team which you mentioned have a 1: N relationship so Teams can be find by a specific Business Unit.

    8623.2_2D00_1.png

    2. Reorganize the XML of Query. Save and apply it.

    6242.2_2D00_2.png

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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