CODEWITHSUNDEEP
configurationqbo3
Eric Patrick
Eric Patrick

Reputation: 2247

QBO3 Summary statement missing foreign key details

I have created a new QBO3 module, MySubject, including foreign keys to the Organization table for InvestorID and ServicerID.

When I call MySubject\Summary, I don't see the Organization records for the investor or servicer.

However, calling QBO3's core Loan\Summary does produce such foreign key output:

<LoanCollection>
  <LoanItem>...</LoanItem>
  <OrganizationItem>{Investor info is here}</OrganizationItem>
  <OrganizationItem>{Servicer info is here}</OrganizationItem>
  ...
</LoanCollection>

What do I need to do to ensure the Organization nodes are emitted in the MySubject\Summary output?

Upvotes: 0

Views: 16

Answers (1)

Eric Patrick
Eric Patrick

Reputation: 2247

Add the names of your foreign key columns to a ForeignKeys parameter of your MySubject\Summary statement.

Out of the box, the Loan\Summary statement includes:

enter image description here

ForeignKeys = " ServicerID AgencyID InvestorID AssignedOrganizationID AssignedPersonID "

Note the preceding and trailing spaces on this value!

A copy of the documentation is below.

It is possible for the Summary statement to return too much information. By default, all ancestors and children are included in Summary results. If an object has hundreds or thousands of children, and those children are rarely needed in the Summary statement, they can be excluded. To tailor summary results, create a Summary Statement from Design > Configuration > Installed Modules > {Module} > Statements, and add one or more of the following parameters:

  • AncestorDepth (int): determines how many generations of ancestors will be returned. Enter 0 to return no ancestors, 1 to return the immediate parent, etc.

  • DescendantDepth (int): determines how many generations of descendants will be returned. Enter 0 for no descendants, 1 for children, 2 for grandchildren, etc.

  • Ancestors (string): a space-delimited string of ancestors to be included (if NULL, all ancestors will be included)

  • Descendants (string): a space-delimited string of descendants to be included (if NULL, all descendants will be included)

  • ForeignKeys (string): a space-delimited string of foreign key columns to include in the output (if NULL, no foreign keys will be included)

  • MaxCount (int): determines the maximum number of child records of a given table and generation to include

Upvotes: 0

Related Questions