Help with Action tool and filtering

Hello,

I want to be able to have my data output only be for the selected vendors I am interested in.

I am first cleansing my data set and then after the data is clean, I wish to only have the workflow output be the vendors I select.

I tried this by adding a Filter tool after my data cleansing, connecting the Filter to an Action tool with a Drop Down tool, with the idea being I can run the workflow using the wand, I will then get a drop down asking which vendors I would like to choose, select those vendors, and then the output only contains those vendors. [The vendor = Name of offsetting account"]

However, when I do this, instead of getting a list of the different vendors I am only able to choose the different V-String Fields. Not a filter OF the Name of offsetting field

Workflow

Output

Tips and Tricks

Accepted answers

T_Willins

Hi @CBorns,

The issue is in the Action Tool string to replace. Since the List Box is only replacing the vendor(s) selected, it should only be replacing the vendor values in the Filter tool and not the entire formula. It should look like this:

Action Tool formula - corrected.png

Also, what @BenMoss stated is correct. To dynamically update the list of vendors to chose from you would need a chained app where the first app provides the list for the you to choose from in the second (chained) app.

All comments

T_Willins

Hi @CBorns,

A couple of things:

First, can you share the configuration of the Action Tool?

Second, your post indicates you want to select vendors (more than one). A Drop Down tool will only allow a single vendor to be selected.

apathetichell

One more thing to add:

When you are using a name/value list generated from your workflow a few thing to remember:

1) NAME AND VALUE must be equal.

2) the list must be crosstabbed (ie - the Names must be columns headers)

3) Any spaces will become "_" and you'll have to turn them back to " " to match any spaces in your data source...

I believe your issues are primarily about 2). You will need to crosstab your values into column headers to put them through the listbox/dropdown tools.

CBorns

Hi T_Willins,

Good point about the drop down. I chose List Box instead.

Here is a screenshot of my Action tool config.

And the Filter tool:

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