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GI with option for X number of parameters for the same field

  • November 1, 2024
  • 4 replies
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dsimmerly
Pro I
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Does someone have a example of a GI condition that provides the option to select multiple parameter of the same field?  That is customer want to be able to built result for 1 customer or 2 customer … up to X customers and wants to be able to select 1, 2 up to X but not all 

Best answer by meganfriesen37

In Acumatica, if they want to select multiple records the user can either use the filter option as @josborn02 outlined above or you need to create multiple parameters with the appropriate filtering settings in the GI for them to populate.

I believe if you are using the Velixo add on and viewing your GIs in Excel, you can have multiple filter values in parameters.  You can see “Example 1” here: https://help.velixo.com/support/solutions/articles/153000016515-gifilter-function

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4 replies

josborn02
Jr Varsity III
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  • Jr Varsity III
  • 50 replies
  • November 1, 2024

You can use the OR statement with brackets.

 

 


dsimmerly
Pro I
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  • Pro I
  • 117 replies
  • November 1, 2024

@josborn02 I need to use parameters to select and they want to be able to select 1, 2 or 3 etc….

 


meganfriesen37
Captain II
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  • Captain II
  • 626 replies
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  • November 1, 2024

In Acumatica, if they want to select multiple records the user can either use the filter option as @josborn02 outlined above or you need to create multiple parameters with the appropriate filtering settings in the GI for them to populate.

I believe if you are using the Velixo add on and viewing your GIs in Excel, you can have multiple filter values in parameters.  You can see “Example 1” here: https://help.velixo.com/support/solutions/articles/153000016515-gifilter-function


miguel80
Semi-Pro II
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  • Semi-Pro II
  • 71 replies
  • November 6, 2024

It’s not pretty, but you can add a Custom Field on each customer that triggers if they’re going to be on the GI or not. You can create a GI and mass update the fields each time you want to adjust the filter.

The condition on your GI would now only be that that custom field = True…

As I said…. not pretty, probably not very practical but might help if it’s very important...


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