Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.
When sorting or grouping items in SharePoint, sometimes more complex dynamic filtering is necessary. Here, the GetView function with a dynamic view can be used. In this tutorial, you will learn how to do this.
About dynamic view
A dynamic view is created via the GetView function that you can use straight inside SharePoint view filters. Before applying the filters, JungleDocs will process the GetView function (or any other JungleDocs formulas) and replace them with real values which will be recognized by SharePoint.
The context of the GetView function will be used to process formulas in the dynamic view. In other words, if the GetView function is used in a document, the document context (metadata) can be used to process the formulas in view filters. This provides the ability to use document columns in formulas.
In JungleDocs you can configure dynamic views with additional conditions. An example would be the function GetView("TestList"; "FilteredDatesView") where FilteredDatesView is configured as follows:
Additional filter parameters work only as an equal to condition and they should be combined by and operators.
In the example, we use two lists: Companies and Contacts. We also have the Word Reports library to save generated reports. The Contacts list has a lookup column, named Company, referring to the Companies list. The Word Reports library also has a Company lookup column referring to the Companies list. We want to create a report that displays a list of contacts for a selected company, and we want that report to be saved in the Word Reports library. Here's how to do it.
1. First, create a Word document that you will later use as a template for a JungleDocs rule. In the document, use the GetView function and specify the Contacts list and the Filtered view as parameters: GetView("Contacts";"Filtered").
2. In the Contacts list, create the Filtered view and set a filter on the Company column. In view settings, a value in the Company column must match the value of the Company column in the Word Reports library.
3. In the Companies list, select a company, then open JungleDocs and create a new From Existing rule.
4. Give your rule a name (in the example, it's Company Contacts) and set the Word Reports library as a target location (that's where reports will be saved).
5. Select Custom template, then click Manage custom template and upload the template that you've created in step 1.
6. Click OK at the bottom to save rule settings.
7. In JungleDocs dashboard, click on the newly created Company Contacts rule, and a document will be generated with all the contacts that belong to the company you selected.
You can also apply dynamic view for documents created from Small Parts. Read the tutorial here.