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BWHITAKER's avatar
BWHITAKER
New Contributor II
2 months ago

Parent Name using UD8 Formula

Has anyone been able to successfully obtain a parent name for a member, within a UD8 formula without needing to leverage a text field on the member (using Parent Sort Order for example)? As an exam...
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  • Henning's avatar
    Henning
    2 months ago

    Ok, I tested it myself and parent sort order does not influence / determine the order within the list when the GetParents function is used. It seems that the member ID is driving this. Do not rely on this as the member ID can differ between applications for the same members.

     

    I did look into the member properties that can be used but did not find any that includes the parent sort order that can be used to sort the list directly (something like list.sortBySortOrder).

     

    You can, however, use this:

    Api.Entity.ParentSortOrder()

    This pulls the sort order number of a given member under a parent. You can then use this to determine the member using the sort order number you want. Not as pretty as I was hoping for but maybe someone here has a more pretty version of that in mind.

    If you go down that route, make sure to document this well so that no one will ever set up a member without setting the sort order as needed.

     

    Another edit:

    Having said that, using a text field might be the superior solution. Depending on your exact use case of course. With a text field you can pull the desired parent directly from your member. No loop, just a single rule line.
    With the above, one needs to pull the parents into a list, loop through the list and then use the one with the lowest parent sort order number (or whatever number one specifies).

    Text attributes seem more user friendly, less error-prone and easier to maintain to me without knowing all the requirement details.

MarcusH's avatar
MarcusH
Contributor III
2 months ago

Getting the parent member can be quite fiddly especially if your application is using org by period and you have many alternative roll ups. I have found that it is easier to approach it the other way - get the children of the parents rather than the parents of the children. I read through the parent members (sometimes I use an Text field to control which parents to include) and get their children. Save that information to a dictionary indexed by the children. And save it to Globals for efficiency. And then when I want the parent of the child I look up the parent from the dictionary which is indexed by the child. I find this method easier to code, understand and control.