Table of Contents

Learning Objectives

 
 
  1. Understand the principle and application scenarios of "associated worksheet cascading" in the HAP, and its advantages when handling multi-level associated data.
  2. Master how to design and create basic data worksheet (Sales Team, Team Members) required for implementing cascading selection.
  3. Practice configuring filter conditions for Relationship fields in other worksheets(Like Invited Guests) to achieve the hierarchical selection effect of Team - Member.
 
 

Scenario Case

 
 
When holding events, in addition to opening public registration channels, MEGA Technology usually sends targeted invitations to some clients as event guests. Therefore, it is necessary to compile a complete guest invitation list. In addition to the guests' basic information, the list must clearly specify which team is responsible for each guest and further assign a specific contact person within the team to ensure clear responsibility assignment.
 
MEGA Technology hopes to achieve the following requirements:
  1. Determine the Contact Team for the guest (e.g., Key Partnerships Sales).
  2. When selecting the contact person, only allow selection from the internal members of the team chosen in the first step (Key Partnerships Sales).
 
 

Operation Guide

 
 
Data in the Sales Team and Team Members come from different worksheets. To achieve the cascading selection effect of teams and members, the core is to limit the selection range of the member worksheet to ensure that the selected member must be part of the corresponding team. Therefore, we can achieve this cascading selection effect through the filter conditions of associated records.
 
  1. First, we need to establish an association between team members and sales teams. Add a single row Relationship field to the Team Members worksheet to associate with the Sales Team, namely "Affiliated Team".
 
 
 
 
  1. Then, add a single row Relationship field (associated with Sales Team) namely "Contact Team", and a single row Relationship field (associated with Team Members) namely " Contact Person" to the Invited Guest Worksheet.
 
 
 
 
  1. Then, for the "Contact Person" relationship field, we can set a Filter for Selection Limit. Set the Filter as [Member's Affiliated Team = Contact Team of the current form]. In this way, the cascading selection effect of company and department can be achieved
 
 
  1. Edit the Invited Guests Worksheet and set the Selection Limit for the Contact Person field, where the Affiliated Team is equal to the Contact Team.
 
 
 
 
  1. Example: Members of the Key Partnerships Sales are David Johnson, William Mike and Sophia Martinez.
 
 
 
 
Before setting the filter, the "Contact Person" field displays all team members.
 
 
 
 
After setting the filter, when selecting Key Partnerships Sales, the "Contact Person" field only displays David Johnson, William Mike and Sophia Martinez.
 
 
 
 

Hands-on Practice

 
 
Now, click the "Open the Practice App" button in the upper right corner of the page to access the hands-on application designed for this course, and start practicing!