Does anyone know how to get “mine” as a location o...
# generalj
Janiece
10/12/2021, 9:47 PMDoes anyone know how to get “mine” as a location option for a filter? In my screenshot it shows for Location (Ship From) but not for Location (Ship To)
m
Michael McNamara
10/12/2021, 10:29 PMDon’t think Mine is an option for Ship to. In ship from, Mine would be if you as an employee are assigned a specific location on your employee record.
j
Janiece
10/12/2021, 10:31 PM@Michael McNamara thanks for the response, I want to build a search that shows expected transfer orders based on the location you are assigned to. Using the “mine” field would make it easier to do so.
Janiece
10/12/2021, 10:32 PMI am not sure of an easier way to do that without adding a search for each location 😞
m
Michael McNamara
10/12/2021, 10:37 PMOh OK. So not sure if your doing a TO based search, but it would be a formula Like: “AND {transaction.location}={user.location} ”
j
Janiece
10/12/2021, 10:38 PMI will try that now, thanks!
m
Michael McNamara
10/12/2021, 10:39 PMIt’s a criteria formula. Try numeric formula:
CASE WHEN {location}={user.location} THEN 1, ELSE 0 END
Then set it to 1
j
Janiece
10/12/2021, 10:47 PMmessage has been deleted
Janiece
10/12/2021, 10:47 PMgoing to try as formula text
m
Michael McNamara
10/12/2021, 10:48 PMSorry. Missed the “T” in THEN
Michael McNamara
10/12/2021, 10:48 PMPut the T in
Michael McNamara
10/12/2021, 10:48 PMand try again
j
Janiece
10/12/2021, 10:49 PMmessage has been deleted
t
Tristan Day
10/12/2021, 11:28 PMyou don't need a comma after the 1 and it will only work as a formula numeric
Tristan Day
10/12/2021, 11:29 PMalso, suggest you use the .id in the formulas - eg location.id = user.location.id
Tristan Day
10/12/2021, 11:29 PMas this resolves to a number in all cases
j
Janiece
10/12/2021, 11:29 PMokay trying that now
Janiece
10/12/2021, 11:29 PMdo they still need to be in curly brackets?
👍 1
Janiece
10/12/2021, 11:32 PMmessage has been deleted
m
Michael McNamara
10/12/2021, 11:34 PMHey Tristen you were completely right about that. Good call on the id. I tried CASE WHEN {location.id} = {user.location.id} THEN 1 ELSE 0 END and it worked.
🎉 1
👍 2
j
Janiece
10/12/2021, 11:51 PMthanks folks that worked, but not for the to location
Janiece
10/12/2021, 11:52 PMim going to try changing the location.id to transferlocation.id and see what happens
Janiece
10/13/2021, 7:20 PMHappy to report this worked! Thanks to you both ❤️
🙇♂️ 1
m
Michael McNamara
10/13/2021, 7:21 PMCongrats!!!
j
Janiece
10/19/2021, 3:54 PM@Michael McNamara should this list also show sublocations? I want to add sublocations as well, any idea on how to include that?
m
Michael McNamara
10/19/2021, 9:23 PMI was just looking this up. I can see my sublocations on a transfer order. What might be your case is that your employee record needs to include all child locations if you are assigned a location.
Michael McNamara
10/19/2021, 9:24 PMOr the role needs to include the child locations. One or the other.
3 Views