Filter report using dynamic values from a function
Requirement
Use Case
Steps to follow
|
Form |
Form Link Name |
Field Type |
Field Name |
Field Link Name |
|
Department |
Department |
Single Line |
Department Name |
Department_Name |
|
Employees |
Employees |
Name |
Name |
Name |
|
Lookup (Department) |
Department |
Department |
||
|
|
Official Email |
Official_Email |
||
|
Phone |
Phone |
Phone_Number |
- int getDepartment()
- {
- //Fetch the department record based on login user email ID
- employee = Employees[Official_Email = zoho.loginuserid];
- return employee.Department;
- }
See how it works
Points to note
-
The Department field in the Employee form can be created as a picklist. In this case, the getDepartment function can return the Department value as a string directly and the filter can also be done. (Since integer comparison would be more optimal than string comparison, lookup was used in this example.) The sample code could be:
- string getDepartment()
- {
- return Employee [ Official_Email == zoho.loginuserid ].Department;
- }
Related Links
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Building an employee dashboard
Requirement Create an employee dashboard with buttons that will help the employees to check in and out, find the total number of logged-in hours and apply for leave. Use Case An Employee Management application has a dashboard for their employees. ...Statistical values on a report based on numerical fields
Requirement Display the common statistical results on the reports for the numerical fields in a form, to help in identifying trends and decision-making process. Use Case In any sales-based business, crunching numbers is a big task. An order ...Showing only logged in user's records in a filtered report
Requirement Display only the relevant records for the logged in user, based on the customer email, to ensure the security and privacy of the data from other users in the application. Use Case An order management application has the Order form ...Appointment Management with Dynamic Drop Down
Requirement Allow patients to book appointments with their doctors. Use Case A clinic wants to digitize its booking system. There are multiple specialists and different dates/times for appointments. Each appointment lasts for 30 minutes. There ...Auto-calculating values on a subform's field
Requirement Perform statistical operations on the numerical fields in subforms for analysis. Use Case In an order management application, there are two forms, Order and Product. The Product form lists all the products in the inventory and the Order ...