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How to Create a Joined List

How to Create a Joined List

A joined list combines records from two or more lists into a single record based on a relationship. This allows you to select fields from all joined lists. Joined lists can join together lists from the same system, or two or more disparate systems using a unique identifier. In this example, you will join Invoice Header information to the Invoice Lines from the Sample Data Connector.

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock with Connectors highlighted.

2. Click the Edit icon next to the connector you would like the joined list to show up under. In this example, it will be the Sample Data Connector.

Select the Connector you view as the primary source of data for your joined list.

3. From the left navigation pane, select Lists.

4. Scroll down to the Custom Lists section and select Joined: Click here to add a custom list that joins multiple lists. If you have already created custom lists for the connector, you will see your custom lists here. If you already have custom lists, select Add custom list.

5. Give the list a Name and fill out the Item name and Item singular fields. In this example, the name of the list is Join List and for the Item name and singular are Invoice Lines and Invoice Line.  If you have created groups in your connector, you will also have a Group dropdown to choose which group you would like the list to appear in.

Item name and Item singular should describe the data in your list. These descriptions will be used while users interact with the data.  The list in this example will show the number of Invoice Lines in the bottom left of the list.

6. From the left settings pane, select Lists.

7. Select Click here to add a list.

8. Select Sample data from the Connector dropdown and then select Invoices from the List dropdown. Select Save in the Add List window.

9. The first list has been added. Next, you will add the second list and select the fields you will be joining together. Select Add List in the upper right corner.


10. Choose the Connector and List you will be joining. Next select the list that you are joining it with from the Link to list dropdown.

In this example, you will select Sample data from the Connector dropdown, Invoice line items from the List dropdown, and Invoices from the Link to list dropdown. The next two dropdown options identify the unique identifiers/fields you are joining together in both lists.  In this example, the From field is Invoice Number and the To field is also Invoice Number. Once all drop downs are completed, select Save.

A second Add List window allows you to define the relationship between the link from list and the link to list.  The example above uses only two lists, so the link from and link to is obvious.  In a production setting, you may find that you are joining more than two lists.  In that case, you could join the third list to either the first or second list, depending on the correct relationship.

11. Select the arrow between the two lists.  This opens the Edit Join menu on the right-hand pane. Select Left Outer from the Join type dropdown.

When you first create the join list, Popdock will assume a Left Outer Join – meaning select all of the rows from the first list and then get data from the second list where the relationship is true.  Other support joins include:


Inner Join– Select data from both tables only where the relationship is true.

Right Outer Join – Select all of the data from the second list, and records from the first where the relationship is true.

Full Outer Join – Select all of the records from both tables, and line up rows where the relationship is true.

 

12. Select the Invoices box. This opens the Edit List menu in the right-hand pane. Choose Customer Number, Customer Name, Invoice Date, Invoice Number, and Total from the Fields list.

13. Select the Invoice Line Items box. This will change the context of the Edit List menu in the right-hand pane. Choose Item Name, Item Number, and Quantity from the Fields menu.

14. From the left Settings menu, select Fields.

15. Locate the Default fields section and select Show to the right of section. Then select Click here to add default fields.

16. Select all of the fields and then select Add.

Default fields are the fields in the list when the user clicks on Default. You do not always have to select all fields here, but you should always choose some.  

17. The list is now available to use in Popdock. To view the list, return to the Popdock homepage and then select Add new tab in the top center of the page.

18. Select Find by Connector. Select Sample data from the Connector dropdown and select Join List from the List dropdown menu. Once those two fields are populated, select Add.

19. The join list will open as a new tab.

 



Questions on creating a joined list? Email support at support@eonesolutions.com

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