Group element based on two values

D365FO
1

Hello,

I have a list I need to group based on two columns - Name and Amount. If the names are the same, and amounts are the same, it should group.

On the attached file it is the PMIPPSAProjInvoiceTmp/@PMIPDescription and PMIPPSAProjInvoiceTmp/@SalesPrice fields.

I’ve tried the “and” option but that only gives me a boolean function with true or false. I’m not getting a formula in the group element itself to work at all.

This is an example of what it should do:

Name Amount Hours
Customer A 15 2
Customer A 20 5
Customer A 15 3
Customer A 20 9 Name Amount Hours
Customer B 30 1 Customer A 15 5
Customer B 30 5 Customer A 20 14
Customer B 30 3 Customer B 30 9
Customer B 35 2 Customer B 35 2
Customer C 15 8 Customer C 15 13
Customer C 15 4 Customer C 20 7
Customer C 15 1 Customer D 10 5
Customer C 20 7 Customer D 60 9
Customer D 10 5
Customer D 60 2 64
Customer D 60 4
Customer D 60 3
64

WLPBuildingsMixedFeeProjInvoice.PMIPProjectInvoicing (19).ddsp (324.6 KB)
Standard Template 23 Buildings Mixed Fee.docx (84.7 KB)

Thank you.

2

Hi Nicky,

You actually need multiple group key fields. That is actually quite simple in Docentric. I edited your template to achieve what you need.

I first removed your second Group tagging element, because it occupied only one cell. Then I selected the entire row (see #1 in the screenshot below) and set a group as indicated by #2 and #3 in the screenshot. If you open the Group By settings you will see, that you simply add all the fields that you want in a group.

2025-02-05 19_22_30-
2025-02-05 19_22_30-1344×527 53.8 KB

Then I added Field tagging elements. Description and Rate use the @docentricdg:Key and @docentricdg:Key2. Hours and Amount use SummaryField as shown below:

2025-02-05 19_24_24-Standard Template 23 Buildings Mixed Fee.docx - Word
2025-02-05 19_24_24-Standard Template 23 Buildings Mixed Fee.docx - Word1353×501 55.4 KB

I hope that this explanation helps. I will be happy to provide more information if needed.

Please find attached the template.

Standard Template 23 Buildings Mixed Fee (edited by Docentric).docx (85.3 KB)

3

Ah, so the group element can be extended over all the columns to give more grouping options, got it. Thanks! Yes, this works perfectly. :smiley: