Clarity: Virtual Attribute created for 'Investment Type' is not providing any data value

Document ID : KB000021587
Last Modified Date : 14/02/2018
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Description:

We are trying to use the 'Investment Type' attribute on the Team Object from the different investment Master Objects. This attribute is not providing any value. Because the attribute does not provide any data value, it cannot be used in the Filter Section for searching on specific investment types.

Steps to Reproduce:

  1. Login to Clarity as an administrator user
  2. Administration > Studio: Objects > Team Object > Attributes
  3. Click 'New Virtual' button
  4. Filter Section > Master Object = 'Investment' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Investment)
    Attribute ID = inv_type_inv
  5. Filter Section > Master Object = 'Application' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Application)
    Attribute ID = inv_type_appl
  6. Filter Section > Master Object = 'Asset'> click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Asset)
    Attribute ID = inv_type_asset
  7. Filter Section > Master Object = 'Idea' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Idea)
    Attribute ID = inv_type_idea
  8. Filter Section > Master Object = 'Other Work' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Other Work)
    Attribute ID = inv_type_ow
  9. Filter Section > Master Object = 'Product' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Product)
    Attribute ID = inv_type_product
  10. Filter Section > Master Object = 'Project' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Project)
    Attribute ID = inv_type_project
  11. Filter Section > Master Object = 'Service' > click 'Filter' button
    Select/Check 'Investment Type' > Click 'Add' button
    Attribute Name = Investment Type (Service)
    Attribute ID = inv_type_service
  12. Home > Resource Planning > Allocations > Weekly Detail Portlet
  13. [--Actions--] Configure > Layout
    Select and Move the 8 new virtual attributes into the layout
  14. Save and Return to the portlet
    (Be sure to have one investment of each type with a team member allocated to the investment for analyzing the data)

Expected Result: The Investment Type field should display the type of investment such as Application, Asset, Idea, Other Work, Product, Project, Service

Actual Result: The Investment Type field is empty, blank, no value appears

Solution:

Incorrect Configuration Use-Case.
There already is an attribute on the Weekly Details Portlet that can be used in the Filter Section.
Adding this field to the section can be configured as a pull-down or browse / single-select or multi-select.
I tested the correct configuration and I am able to filter for a single investment type or multiple-investment types as expected.

Correct Steps to Reproduce:

  1. Go to Weekly Detail Portlet

  2. Configure the Filter Section to use the existing 'Investment Type' attribute

  3. Go to the 'Investment Type' Field properties and pick 'pull-down' or 'browse' for the display type and pick either 'single-select' or 'multi-select'

  4. Return to the portlet (be sure you have Resource Team Members allocation to different investment types)

  5. Apply Filter for different investments types or multiple investment types (depending on the filter configuration for single or multi-select)

-- this works as expected