Table filter macro - move entry to second table, when it's marked as "done" or has an "Date"

Ebru A_ July 21, 2023

Hi together, 

We have a protocoll in a table with the columns to dos, creator, description, done etc. When an entry is discussed, we put a "X" or the "Date" in the Column for "Done".

Underneath there is a second table "Archive". 

If there is an X or date in the last column, the entry should automatically place itself in the archive table.

How could we do that?

 

thank you in advance

 

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Stiltsoft support
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July 21, 2023

Hi @Ebru A_ ,

As your question title mentions the Table Filter macro, I assume you have our Table Filter and Charts for Confluence app installed.

So, for such cases we can suggest trying the following structure:

  • Wrap the source table in the Table Excerpt macro and then in the Table Filter macro on top
  • Set the filter inside this Table Filter macro as to show "empty" cells only and hide the filtration panel - now you will see your first table when the page is published
  • Use the Table Excerpt Include macro to reuse the source table
  • Wrap this Table Excerpt Include macro into another Table Filter macro and set the reversed filter to show not "empty" cells only and hide the filtration panel - it will be your second table

When some info (date, X, etc.) is entered in the last column of the source table, this row will disappear from the first table and will be shown in the second table.

You may also use extra Table Filter macros to filter these tables (here you may use filtration panel or filters in the headers for other users to use filtration from the page view mode).

Ebru A_ July 24, 2023

Hi @Stiltsoft support ,

thank you for your quick answer.

I have created the structure, but it didn't work.

Furthermore, in my opinion this solution works for already existing data in the tables. 

In my case, the datas are live. I mean, we are inserting new rows, which is not existing in the second (Archive) table already.

It would be like this:

I am insertig the first row. After some time, the task is done and I edit an X on the last cell.

WHEN the cell is X, then it should be automatically move to the second table.

I don't know how this could work. COnfluence has to copy the row and insert it in the second table. Maybe I have luck and there IS a possibility 

Thank you :) 

Ebru A_ July 24, 2023

2023-07-24 13_31_15-Tabelle - Confluence und 11 weitere Seiten - Profil 1 – Microsoft​ E.png

Stiltsoft support
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July 24, 2023

Not sure that your structure is correct: your source table (and it will be the one and only manually created table where you update data and add/delete rows) should be wrapped in the Table Excerpt macro (for example, with the name "1" as I see on the screenshot).

But for the second time there should be the Table Excerpt Include macro (not some manually created table and the second Table Excerpt macro as I see on the lower part of the screenshot).

This Table Excerpt Include macro pulls the data from your Table Excerpt macro. You have your source table just "virtually copied".

So, when you go to the page edit mode, you will see your master table, where you update cells, add/delete rows.

When you publish the page, this master table and its virtual copy will be filtered with different filters and you'll get two different table views of completed and uncompleted projects. 

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Ebru A_ July 24, 2023

@Stiltsoft support 

aha, I overread Table Excerpt Include Macro.

I will try it again, and let you know.

Thank you very much

Ebru A_ July 24, 2023

It worked. 

Thank you a lot :)))

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Stiltsoft support
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July 24, 2023

Thank you for reaching out!

Glad we could help!

MudCo September 26, 2023

@Stiltsoft support I was looking exactly for this BUT, I have a problem with getting the filter right for the second one. My Table 1, 4th coloumn has either empty cells or updated as "done" when the task is completed, very similar to the case above by @Ebru A_ 

Out of your 4 steps, step 1 and 2 worked. Next, I wrapped my table excerpt include in a table filter (same table called as Table 1) and I was not able to choose the cells that were NOT empty this time. It still showed me the filtered data of the first table that I set to "Empty"- to show only empty cells. How do I use the other criteria "Done" at this point?

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September 27, 2023

Hi @MudCo ,

I see that you've created a separate question, so let's move there for a discussion.

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