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Feed information from parent page to child

dnorthrup

I use a lot of Tables, Filters and Chart extension modules, and the one thing I am struggling with is how to feed info to a child page?

Let's say I have a Parent page that contains 10 clients, and I put a field called 'Status' on the table I am trying to leverage.

How can I (ideally bi-directionally, but either way) leverage the Parent table, in the child page?

Accepted answers

Katerina Kovriga {Stiltsoft}

Hi @dnorthrup ,

To pass information from the parent page to its child pages, we can suggest placing the master table with statuses wrapped into the Table Excerpt macro on this parent page.

Then on every child page you will place the Table Excerpt Include macro and select your Table Excerpt from the parent page using the Specific page -> Page Title option. So, every child page will contain the reused replica of the master table.

Then you may wrap every Table Excerpt Include macro into the Table Filter macro and show only the data that corresponds to this specific child page (filter by project names, employees, etc., hide unwanted columns).

But as usual we have the opposite case, I mean, when you have similar tables on the child pages (or pages with specific labels) and you need to collect them along with a source page meta data into one big report. This option is also can be achieved using our Table Excerpt/Table Excerpt Include macros. You may check here for an example: https://stiltsoft.com/blog/how-to-create-reports-from-multiple-confluence-tables/

All comments

Katerina Kovriga {Stiltsoft}

Hi @dnorthrup ,

To pass information from the parent page to its child pages, we can suggest placing the master table with statuses wrapped into the Table Excerpt macro on this parent page.

dnorthrup

Thank you! I figured out the base concept of using the Excerpt table shortly after posting it. I think your link might answer my next Q (I have 2)

A) If I want to use SQL query and only return 'Customer Name = {Name of child page}' is there a way to do that? Either with a query or natural table functionality?

Leveraging the master table I am wanting to 'color code' a "Risk" column, is there a way to do that? I currently have it output "R" or "G" but I'd love for it to show the green /status or just make the cell green.

Katerina Kovriga {Stiltsoft}

So, for the first question please check the first part of this community thread https://community.atlassian.com/t5/Confluence-questions/Retrieve-text-only-from-table-cell/qaq-p/2124527

Here I show how to filter a table with the help of the Table Transformer macro: you may list not only one column, but list every column you want to show.

SELECT 'Date', 'Column 2', 'Column 3',
FROM T*
WHERE 'Phase' LIKE SELECT 'Date'
FROM T*
WHERE 'Phase' LIKE "%Development%"

Or there may be even an easier way - use the Table Filter macro, set the required filter and hide the filtration panel/filters in the headers:

Switch the page to the edit mode.
Select the macro and click Edit.
Switch to the Filters tab.
Click one of the following options on the right to select the filters display mode:
- Filtration panel
- Filters in header
- Hidden filters <- select this option
Save the macro and the page.

Thus nobody can ruin your filtration from the page view mode.

What concerns the second question, you may use the Table Transformer macro for the so-called conditional formatting. This and this abstract should help you.

Note that if you need to wrap several macros one into another (for example, Table Excerpt Include or any other source table <- Table Filter <- Table Transformer macro), use the Table Toolbox macro that is a special shell for macro-wrapping in Cloud.

And if you are stuck with the query, please raise a support request with the screenshot of your original table - we'll recreate it and provide you with a required query.

dnorthrup

Thank you for the insight. I managed to get the dynamic rendering working perfectly. I will say the Filters piece isn't "quite" what I'm looking for.

Essentially as part of the process I want non-technical people to clone a template, and that template will auto fill `'WHERE 'Customer' = "{customerName}"` ; Customer Name will always be the title of the page, so I was hoping I could do something like
WHERE 'Customer' = pageParams.name
or something adjacent. Worst case I can build in a step of them changing the filter, but was hoping for one button deploy.

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