Dynamic User Filtering of SN on Dashboard?

There are several ways to do this, it all depends on how flashy you want to be. Easiest way is to just do a Parent-Child notification, the SN guide covers this so I wont go into detail except to say that the parent note has a link on the field you want to filter on. This link is defined in your Infoset and points to your Child note. Using the parameterization of the child notification (see UG) it passes the filter value. you can either replace the parent note with the child in the module or use the UpdateModule javascript function provided in FS to update a different module with the child note. The second method requires you embed t he javascript call in the link defined in your infoset.

The cooler way to handle this requires you be a bit of a coder. Using JavaScript or better yet AJAX, you can consume the HTML table that is rendered in smartnotes, create a new HTML table, hide the old one and add filter controls. This can all be done without having to modify LBI code and even can be done without having to deploy any files (although if you want to be efficient you probably would want to create some script files based on your AJAX framework but inline AJAX works just the same).

Ive done this im several cases and it really allows you to punch up the LBI interface which has slowly grown stale since its release in 2003 (FS and SN anyway).

hth
Matt

I am not sure I totally understand your question, but what I hear is you want a smartnote that show all data then when you click you on the process level, you see filtered data for that process level?

If that is a correct assumption, have you tried using the root cause analysis feature to link the two results together?

The example I have built is GM related with all data for an employee including all dates for labor cost transfers needing approval. I then click a link (date value) that takes me to a second smart note that shows me only the detail lines associated with that date value. Once reviewed, I then can click another link to release and process the transaction (GM10.2)

That doesn't take into account anyone entering parameters as I don't know how to accomplish that piece.

mark brings up a good point. I kinda glossed over the entering-of-a-filter-value. Root Cause (what I called Parent-Child) is easiest to set up if you have values that you are displaying on the first level notification. If you require free text entry for your filter value, its still possible but youre just going to have to become comfortable with client side scripting (JavaScript or an AJAX framework). With this you can add a text input box on your 1st level Notification template and when the filter link is click, dynamically build and call the link to your 2nd level notification plugging in the value from the input box for the filter.

Would **LOVE** to be able to use the AJAX option - but can't here. Even thought I could handle this even through just ASP - but not an option as well...

The parent/child might be an option....It's always looked pretty straight forward but never had the need to do one. Thanks for the suggestion.

Since you seem aware of this I'm going to tangle another thread in here. When you display a SN on a dahsboard as the content in a module there is some blank space between the module title and where the note starts (I've even tried just plain text - same issue). I've tried using a template that sets the top border to 0 but that does not help. Just trying to manage the space as effectively as possible.

tsk tsk tsk, one topic per thread. but ok....

margin-top=-10 in the body css class or inline style property. play with the value to get what you want.

Why cant you use AJAX? Its as [non] obtrusive as adding custom HTML to your templates and not like ASP which requires server side config. Might want to see if you can rock the boat on that one as it will really allow you to get the most out of your investment.