Found Sets

Note that the "Upon Opening" script of SeedCode Hierarchy sets value of $$Hy_Show to "15". You'll want to change or remove this if you import Upon Opening into your file.

Now if you use the filtering option, you'll be able to restrict which top level records show up, however in the following levels you'll see ALL the related records for each top level record. So if you filter to only show companies with active jobs, you'll see ALL jobs for each company shown unless you go further and restrict the 2nd level records as well. Instructions for doing so follow.

->Though somewhat more complicated, you may find more flexibility doing this in scripts. You can edit each of the scripts that build the hierarchy so that they only see the related records you wish them to. You have to address this in two places: first, where we determine if thee are related records, and secondly when we write them to the hierarchy.

-> Next, edit the build script for the level you're restricting. In our example this is level two, so we'd edit the script "Build Hierarchy Level 2 { Open All }". You'll see a loop within this script. Right inside the loop add an If() statement that only executes the contents of the loop if the record should be shown: in our example this would be if the job is active. So our loop would now look like this:

-->  If ( JobActive = 1 ) <-- This is a new line.

-->  End If <-- This is a new line.

You'll use the "show" attribute of the  "Build Found Set for Top Level { Show }" script to restrict the top-level records to just the ones you're interested in. The parameter "show" can be sent to the script as a script parameter, but you'll most often "send it" by setting a global variable called "$$Hy_Show" (without the quotes) to the same value as you'd send the script parameter. The easiest way to do this is by declaring the variable in a button's script parameter as we do with the "apply filter" button in example two. Here is what it's script parameter looks like:
-> Let ( $$Hy_Show = "By Name" ; "" )

-> All -- Shows all top level records and this is the default of $$Hy_Show is empty and no script parameter is sent.

-> Any Number -- Send any number to show just that number of top level records. This is really only useful when demoing and testing the hierarchy so you can play with both large and small hierarchies.

-> Filter -- If you send "Filter" (without the quotes) in the script parameter or in $$Hy_Show then the hierarchy will search your top level records for the contents of the field FilterGlob in the hierarchy table. You'll modify the script "Build Found Set for Top Level { Show }" so that is searches the correct field in your table (our [[integration]] notes discuss this in step 10. The script "Filter Hierarchy" we use in Example Two current sets the global variable $$Hy_FilterBy to "Name". You can branch the script "Build Found Set for Top Level { Show }" to accept other values instead of "Name" and you'll see an example already there where $$Hy_FilterBy = "Something Else."

For example, if your top level represents Companies, you may only wish to see your companies with active projects. Of if your top level represents Products, you may only wish to see products that are in kits. In both cases you'll "filter" the hierarchy to show just the top level you want. (Example Two of SeedCode Hierarchy illustrates this kind of filtering, using the company name as an example.)

You'll use the "show" attribute of the script to restrict the top-level records to just the ones you're interested in. The parameter "show" can be sent to the script as a script parameter, but you'll most often "send it" by setting a global variable called "$$Hy_Show" (without the quotes) to the same value as you'd send the script parameter. The easiest way to do this is by declaring the variable in a button's script parameter as we do with the "apply filter" button in example two. Here is what it's script parameter looks like:

However, if you have a lot of records in your top level, you may want to restrict these so you're not looking at a hierarchy that is thousands of rows long. (The hierarchy [[ limitations | supports ]] displaying up to 5,000 rows.)

-> By Name -- If you send "By Name" (without the quotes) in the script parameter or in $$Hy_Show then the hierarchy will search your top level records for the contents of the field FilterGlob in the hierarchy table. You'll modify the script "Build Found Set for Top Level { Show }" so that is searches the correct field in your table.

Now if you use the filtering (By Name) option, you'll be able to restrict which top level records show up, however in the following levels you'll see ALL the related records for each top level record. So if you filter to only show companies with active jobs, you'll see ALL jobs for each company shown unless you go further and restrict the 2nd level records as well. Instructions for doing so follow.

->(where CommonOne is a calc equal to 1 and JobActive is a number field containing a 1 when the job is active.) The only disadvantage to this method is that you'll always see only active jobs unless you make the "active" part of the relationship based on a global field so you can see All jobs in some cases and only active jobs in others.

-->  If ( JobActive = 1 )

-->  End If

-->[= Loop =]
-->[=  If ( JobActive = 1 ) =]
-->[=    #Record the ID of the Level 2 Record =]

-->- Loop
-->-  If ( JobActive = 1 )
-->-    #Record the ID of the Level 2 Record
-->-    < script continues >
-->-    End If
-->-    #
-->-  End If
-->-  Go to Record/Request/Page [Next; Exit after last]
-->- End Loop

-->Loop
-->  If ( JobActive = 1 )
-->    #Record the ID of the Level 2 Record
-->    < script continues >
-->    End If
-->    #
-->  End If
-->  Go to Record/Request/Page [Next; Exit after last]
--> End Loop

----> If ( JobActive = 1 )
-----> < script continues >
-----> #
----> End If
---> Go to Record/Request/Page [Next; Exit after last]

->Begin by editing the script Build Hierarchy Level 1. You'll see a comment which begins "Is there a child of this Record?..." You'll need to change the following SetVariable line so that it only returns a 1 if there are related records you wish to see (as opposed to any related records, which is how it works now.) Following our example of "active" jobs, you might change the SetVariable calculation to this...

->...which would return a 1 if there are any active jobs for that company. You'll need to change this for each of the levels you wish to restrict on this way.

-> Next, edit the script.

Though somewhat more complicated, you may find more flexibility doing this in scripts.

-->(where CommonOne is a calc equal to 1 and JobActive is a number field containing a 1 when the job is active.) The only disadvantage to this method is that you'll always see only active jobs unless you make the "active" part of the relationship based on a global field so you can see All jobs in some cases and only active jobs in others.

!! How can I restrict which 2nd and 3rd level record show up. What if I only want to see *active* jobs for my companies, when companies are the top level?

Th

Note that the "Upon Opening" script of SeedCode Hierarchy sets value of $$Hy_Show to "15". You'll want to change or remove this if you import Upon Opening into your file.

However, if you have a lot of records in your top level, you may want to restrict these so you're not looking at a hierarchy that is thousands of rows long. (The hierarchy [[ limitations | supports ]] displaying up to 5000 rows.)

You'll use the "show" attribute of the script to restrict the top-level records to just the ones you're interested in. The parameter "show" can be sent to the script as a script parameter, but you'll most often "send it" by setting a global variable called "$$Hy_Show" (without the quotes) to the same value as you'd send the script parameter.

-> By Name -- If you send "By Name" (without the quotes) in the script parameter or in $$Hy_Show then the hierarchy will search your top level records for the contents of the field FilterGlob in the hierarchy table. You'll modify the script "Build Found Set for Top Level { Show }" so that is searches the correct field in your table.

You'll use the "show" attribute of the script to restrict the top-level records to just the ones you're interested in. The parameter "show" can be sent to the script as a script parameter, but you'll most often "send it" by setting a global variable called "$$Hy_Show" (without the quotes) to the same value as you'd send the script parameter.

The parameter "show" can be sent to the script as a script parameter, but you'll most often "send it" by setting a global variable called "$$Hy_Show" (without the quotes) to the same value as you'd send the script parameter.