By Kepion Solution - Updated March 30, 2016
Sometimes when designing a form and its filters, you would like to also scope down the members that are available within the filter. This is usually done by using the scope feature for filters.
However, when using the Custom Set option, you have to manually select each member to include in the list.
There can be a better way to manage this. You can use a defined set to scope the available members in a filter. To do so, you first have to configure the defined set. Create a new defined set by navigating to the Defined Sets module.
There are two types of defined set that you can create, MEMBERS and DYNAMIC. For DYNAMIC, you can configure a defined set’s members by specifying a set of conditions by attribute.
Alternatively, you can choose the type as MEMBERS, where you can define your defined set by selecting the members from the UI. This method will populate a table in the application database prefixed with “DefinedSet_” based on the members that are selected. Note that this relational table can also be populated via ETL so as to manage the members from an automated fashion.
Associate the defined set to your filter scope and you are good to go.
And here is the filter with the defined set applied.
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