Return the list of the items the current item is referenced by

You can see link relationships of an item. For example, if you send a request to purchasing department for stationery, you may want the all related invoices to be shown in the workflow task representing this request. The real difficulty in showing invoices may arise, if the invoices reference the request, but the request doesn't reference invoices. Use the below example to avoid difficulties in this respect.

To create the list of the items the current item is referenced by:

1. Assuming that you have the previously created Purchase Request and Invoice applications, go to the respective workspace and open the Invoice app.

2. Click Fields.

3. Find the required field, which provides adding links to other items, and copy its identifier. For example, the Related to field (ID: Related_to).

4. Go to the Purchase Request app and click Fields.

5. Create the Is referenced by field of the Reference type, intended to show the list of items, which reference the current workflow task. Select the Multiple Values and Calculated check boxes. Type the following expression in the Field Expression box:

 $<-Related_to

The above expression returns the list of invoices, which have a link to our request in the Related to field.

6. Click Save.

Open an existing request to verify whether the expression works correctly. A list of related invoices should be shown in the Is referenced by field.

Let’s go further and get the list of types of invoices the current item is referenced by.

 

To get the list:

1. Open the Invoice app and click Fields.

2. Find the required field intended to contain the type of invoice, and copy its identifier. For example, the Invoice type field of the List of Values type (ID: Invoice_Type).

3. Go to the Purchase Request app and click Fields.

4. Create the Type of Related Invoice field with the same properties as the Is referenced by field has. Modify our expression as follows:

 $<-Related_to<-Invoice_Type

5. Type the expression in the Field Expression box.

6. Click Save.

Open an existing request to see the result. The list of types of related invoices should be shown in the Type of Related Invoice field.

You can change the direction of arrows in the expression in order to get the list of types of items, which referenced by the current request.

 $->Related_to->Item_Type
Attachments
There are no attachments for this article.
Feedback
Security Code
Related Articles
About Outgoing E-mails
Viewed 180 times since Wed, Dec 5, 2018

About Creating Tasks And Docs From E-mail Messages
Viewed 110 times since Thu, Apr 9, 2020

Filtering Items In a List
Viewed 103 times since Wed, Dec 5, 2018

The Administration area
Viewed 115 times since Wed, Dec 5, 2018

Abоut Creating Tasks And Docs From E-mail Messages
Viewed 268 times since Wed, Dec 5, 2018

About Workspaces
Viewed 119 times since Wed, Dec 5, 2018

Adding a Local User Into a User Group
Viewed 126 times since Wed, Dec 5, 2018

Deleting a User Group
Viewed 99 times since Wed, Dec 5, 2018

How To Create a Personal Task
Viewed 98 times since Wed, Dec 5, 2018

Optional Step 3: Configure Item Creation From E-mails
Viewed 102 times since Wed, Dec 5, 2018