How can I pass information from one grid to another where the grids are not linked?

[HRSue]

Hi All! I have read help documentation, watched videos, googled and searched the forum but everything I have found is a little too advanced for me. I am hoping someone has an easy solution and can �dummy it down� for me.

Here is what I am trying to do:

I have two grids. Both grids are sql tables. One is a �training baseline� grid that has each person listed once with a total number of completed hours for eligible training. Each person has a manager name, manager email, BU Lead name, BU Lead email, POC name and POC email. The primary key is the employee�s id (we call shortname).

The second grid is a �training detail� grid which has each person listed multiple times along with course name, completion date, total hours to complete, manager name, manager email, BU Lead name, BU Lead email, POC name and POC email. The primary key is the employee�s id (we call shortname) along with course title and completion date.

I am trying to figure out a way to pass the manager name, manager email, BU Lead name, BU Lead email, POC name and POC email from the �Training Baseline� grid (whenever there is a change) to the �Training Detail� grid. The connection between the two grids would be the employee�s id (shortname).

I did try adding a link to the �Training Baseline� grid fields and added the fields mentioned but when I do that then I can�t filter the "Training Baseline" grid based on the manager, BU lead or POC names. I�ve tried to follow the videos to do an ajax callback and dialog but I can�t seem to get it right and I'm about to give up.

Can anyone please help me figure this out or walk me through what I need to do?

Thank you!
Sue

[GGandhi]

Re: How can I pass information from one grid to another where the grids are not linke

hello
there are two items to note.
1> true fact as it happened, for example manager's name and email at the time the employee took the course being retained
2> current fact as it is, for example updated manager's name and email regardless who supervised the employee.
number 1 is better.
if this is what you want then add a field in the second table as manager_id and use lookup to fill the name and email address.
if that is not what you want and follow the number 2
use sql select statement and combine those two table and select all the fields from each table and build the grid. that will show you what you have in each table at the current moment.
hope this is what you are looking for.

[HRSue]

Re: How can I pass information from one grid to another where the grids are not linke

Thank you Gandhi!

I really want a combination. I want the information as it happened BUT if the manager changes (since this activity is on-going and will be monitored for at least a year to ensure employees are taking the necessary training required for their job) then the manager needs to be able to see the information for his/her employee. So basically, whenever the manager, BU Lead or POC names change on that baseline grid then that change does need to be reflected on the Training Details grid so the manager BU Lead or POC that has access to the person is able to see all the information.

We are planning on doing the sql statement in the background if I can't get something in alpha to work. I prefer trying in alpha since I know this will come up again.

Any other ideas will be greatly appreciated!!

Thanks again!
Sue

[lvasic]

Re: How can I pass information from one grid to another where the grids are not linke

This is absolutely doable in Alpha. This is the power of the grid. Or you can use a grid which calls the detail view and then have a tab that calls a grid.
It seems like the design of the tables may not be normalized. If I understand what you’re saying, do you really need to keep all that duplicate info in the detail table? That would just be a look up to the manager table.
It sounds like what you may need is a cross reference table to link Managers to Staff or at least a column in the staff table to set who the manager is.

[GGandhi]

Re: How can I pass information from one grid to another where the grids are not linke

hello
i am attaching a txt file created with notepad. the steps are so elementary.
you may be an expert in sql etc., since it is not clear from your post i am taking this steps.
if this is very basic and all of these you know already, my apologies.

[GGandhi]

Re: How can I pass information from one grid to another where the grids are not linke

hello
corrected file attached

[HRSue]

Re: How can I pass information from one grid to another where the grids are not linke

Thank you Gandhi! I am definitely not an expert in Sql or Alpha - I just get by ;o)

I'm still not sure that is what I want. I need to the grids to be separate. Two separate tables and unforntately we need the details listed out so the managers can see the detail so I have two separate grids that are fed by a sql table in the background. I have to pass the current manager, BU Lead and POC Names from the baseline table to the training detail table without linking the two tables.

LEE - can you say more about the cross reference table idea? I do need all that detail in the training detail table because both grids are filtered on manager, bu lead or poc names. If I don't know that information then I can't filter the grid. Due to privacy etc. we need the grids filtered.

I am open for any ideas - I know this can be done but I'm such a beginner that I don't even know where to start.

Thank you!!!!

[lvasic]

Re: How can I pass information from one grid to another where the grids are not linke

What does BU and POC stand for and are they also employees?

[lvasic]

Re: How can I pass information from one grid to another where the grids are not linke

I made a quick video. This is how I use the cross reference table: http://www.screencast.com/t/J8mVTK6TN