Hello MarcusH
That’s actually the link I used to create my business rule.
But I’m not sure how to retrieve the name of the cubeview or form selected by the user, so that I can specify in my business rule whether that form should be displayed monthly, quarterly or at some other interval.
As far as I know the args parameter does not contain the name of the Form that is calling the Business Rule. You have to add a parameter to the Frequency Member Filter like this:
T#Root.CustomMemberList(BRName=MyBRName, MemberListName=IsFormValidForEntity, FormName=[0001])You then process the parameters like this:
Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object
Try
Select Case api.FunctionType
Case Is = FinanceFunctionType.MemberList
#Region "IsFormValidForEntity"
If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then
'-- Usage: T#Root.CustomMemberList(BRName=myBRName, MemberListName=IsFormValidForEntity, FormName=[0001])
Return IsFormValidForEntity(si, globals, api, args)
End If
#End Region
.....
End Select
Catch ex as exception
....
End try
End Function
Private Function IsFormValidForEntity(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As MemberList
Try
#Region "Form Parameters"
' Get the parameters passed through from the Form Template
Dim thisFormName As String = args.MemberListArgs.NameValuePairs.GetValueOrEmpty("FormName")
#End Region
' Build member list with Time members.
Return memberList
Catch ex as exception
....
End try
End Function