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Using Multi Select in a Grid View to Drive an Action

OneStream Blog

Step-by-Step Guide to Multi-Select Grid View Actions

  • , Consultant

Multi Select in a Grid

The Use Case:

You want to have your users be able to select multiple items from a Grid View on a dashboard and have those multiple selections drive an action. In other words, the ability for the users to select multiple items from a Grid View and have those selections passed to a Business Rule.

Multi Select Grid View

The Solution:

1. Create a Grid View and set the “Allow Multiselect” property to “True”.

Grid view allow multiselect setting

2. Set the “Column Name for Bound Parameter” to the column name that will be used to pass the selections to your business rule. In my example I want to pass the values of the selected PersonID column to a business rule.

Grid view bound parameter

3. Create an input parameter. This parameter will be bound to the grid view and will contain the selected values from the grid view.

Grid view input parameter

4. Set the Bound Parameter property of your Grid View to this parameter.

Grid view button dashboard extender

5. Create a button. This button will execute a Dashboard Extender Business rule and will get the selected values from the grid view.

Dashboard Extender Parameter Brackets

6. Notice in the name value pairs that are being passed to the dashboard extender that I have enclosed the parameter in square brackets. The square brackets are important, otherwise the selected members that are passed as a comma delimited string will not be interpreted correctly.

Dashboard extender error log

7. In my Dashboard extender I create a string that will hold the passed in selections as a name value pair. I don’t do anything else in the business rule other than write the selected values to the error log, for demonstration purposes.

Grid view row selection

8. Now from my dashboard that contains the button and the grid view. Then select a couple of rows and click on my button.

Button Grid View

9. Now the selected PersonID values are written to the error log.

Person Id Error Log

Keep in mind that the business rule in this example is very basic for demonstration purposes. The sky is the limit as to what you can do with those values now that you have them in your business rule. In addition this will also work for a SQL Table Editor.

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