How to Create a Joined List

Published: Sep 01, 2023

How to Create a Joined List

Published: Sep 01, 2023

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. From the main menu, select Connectors.

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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 Custom lists.

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‍4. If you have not created a custom list for this connector yet, you will have the options shown below.  Select Join lists

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If you have already created custom lists for the connector, you will see your custom lists here and Add custom list.  Select Add custom list and then select Join list from the dropdown.

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For more information on each type of list, please see the following Knowledge Base article:  Getting to know custom lists.

5. Enter a name for your join list and select a group to add it to. Then select Add.

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6. Select Joins from the navigation pane.

‍7. Select Click here to add a list.

8. In the Add list window, select the Connector, Group, and List you want to use as the base for your join list. Once you have selected your list, you can select the fields you want to add to the join list. After you have selected the fields you want to include, select Add.

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9. To join a list, select Add list in the upper right corner.

10. The Add list window will open. Select the Connector, Group, and List you want to join. The Join option will be selected by default.

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You can then select the list you want to join to your base list. Once you have selected this list, use the From field and To field to select the fields from the respective tables that will be joined. Then select Add to add the second table to the join list.

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 Join settings menu on the right-hand pane. You can customize the Join type using the available dropdown (all five join types are available: Inner, Left outer, Right outer, Full outer, and Cross join).

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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. In the Join settings pane on the right, select Fields. You can then add fields for this table.

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13. If you want to add restrictions to your fields, you can select the field(s) you want to add a restriction to. In the Join setting pane, select Restrictions. Then add your restriction to the selected field. Once the restriction is added, you’ll see a filter icon next to the field.

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‍14. From the left Settings menu, select Default fields. Then select Click here to add default fields.

‍15. Select the fields you want to add 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.  

16. 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.

17. Select Find by Connector. Select the Connector and Group. Then select your join list from the List dropdown menu. Once those two fields are populated, select Add.

18. 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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