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Megan Lussier a posé une question dans Salesforce OmniStudio Developer
16 mai 2025, 01:54
Parent and Child Records in Data Mapper

I'm using Omnistudio for Doc Gen and creating a quote template. 

 

I need the output to have a separate table for each quote group (parent record) and list out quote line items (child records) that are related to that parent. Each table should ONLY show related quote line items that are related to THAT particular quote group.  

 

Currently my output is always showing ALL line items within each quote group, rather than filtering them to only display the child line items related to the parent quote group. 

 

I think I am missing something on how the extract and transform data mappers need to be structured. This is what my extract looks like 

Parent and Child Records in Data Mapper

 

 

1 réponse
  1. Cindy Dennison (Department for Education)
    18 mai 2025, 22:24

    Hi, is your output correct when you preview the extract/transform data mappers? Can you please also include screenshots of your output and the merge fields in the template? 

     

    Your template should look something like this:  

    (EDIT: I can't type the merge fields without them resolving to a Trailhead group name. They should be {{hash-Group etc}}

     

    {{ #Group}} ... fields from group ... 

    {{#LineItem}} ... fields from line item ... {{/LineItem}} 

    {{/Group}}

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Randy Colanta
6 mars 2019, 00:04
Parsing multiple value to use as a parameter

I have a tableau worksheet that I'm building.  I'm trying to parse out the row data that begins with "#" and then create a calculated field to use as a filter/parameter for the report. I tried creating a split but the result is not what I expected. The value on "#" can be anything. I am attaching the sample workbook.

 

IF CONTAIN([PPTInclude,"⌗Group1") THEN "Group 1"

ELSEIF CONTAIN([PPTInclude,"⌗Group2") THEN "Group 2"

.

.

END

 

Expected Results as Filter/Parameter:

     #Group 1

     #Group 2

     #Group 3

     #Group 4

     .

     .

Parsing multiple value to use as a parameter

PPTInclude.twbx
4 réponses
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    6 mars 2019, 01:03

    There isn't a simple way (that I can think of) to create a list to fill a parameter.

     

    This regex will grab the first item only. If you want to grab the others, they would have be unique columns for each row and you couldn't use as a parameter. If the list is known, you can do some join work to get the full list, but I guess if it was known you'd just fill the parameter with that.

     

    REGEXP_EXTRACT([PPT Include], "#(\w+)")

    There isn't a simple way (that I can think of) to create a list to fill a parameter. This regex will grab the first item only.

     

    To grab the other values you'd do something like...

    Screen+Shot+2019-03-05+at+5.05.50+PM.png

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