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Administrating › How to Set Up a Multiple Value Lookup Field

How to Set Up a Multiple Value Lookup Field

You can use a Multiple Value Lookup (MVL) field to link a custom object with multiple field values to a CA Clarity™ Agile object.

For example, create a custom object called Risk, which holds the product wise information on any development risk that is involved and its severity. You can link this custom object with user stories to give more comprehensive information.

You can link an MVL field to the following built-in objects:

To set up an MVL field, do the following tasks:

  1. Create Custom Objects.
  2. Create Junction Objects.
  3. Create MVL.
  4. Configure the MVL.
  5. Configure the columns in MVL.

Create Custom Objects

For complete information about creating custom objects, see the Salesforce.com Help & Training. This documentation is available if you click the Setup link to bring up Personal Setup, and then click the Help link.

For example, create a custom object Risk, with fields Description, Severity and Product.

Follow these steps:

  1. Click the Setup link on the CA Clarity™ Agile header area.

    The Salesforce.com Personal Setup page appears.

  2. Click Create from the App Setup menu and select Objects.

    The Custom Objects page appears.

  3. Click New Custom Object.
  4. Complete the following fields:
    Label
    Plural Labels
    Data type
  5. Click Save.
  6. Scroll to the Custom Fields & Relationships section and customize the fields as desired.
  7. Save your changes.

Create Junction Object

A junction object is a custom object that helps you to link one custom object with another built in object. For example, create a junction object called UserStory_Risk to link the custom object Risk with User Stories.

Follow these steps:

  1. Click the Setup link on the CA Clarity™ Agile header area.

    The Salesforce.com Personal Setup page appears.

  2. Click Create from the App Setup menu and select Objects.

    The Custom Objects page appears.

  3. Click New Custom Object.
  4. Complete the following fields:
    Label
    Plural Labels
    Data type
  5. Click Save.
  6. Scroll to the Custom Fields & Relationships section.
  7. Create the following two custom fields and customize as desired:
  8. Save your changes.

Create MVL

The multiple value lookup allows you to configure the custom object with multiple values to show up with the built-in object.

For example, the Risk field is available for entry when you work on User Stories.

Follow these steps:

  1. Click Administration, and from Configuration, click Custom MVL.
  2. Select a Record Type for which you want to create MVL.

    For example, select user story as the Record type if you are configuring MVL for Risk.

  3. Click New MVL.
  4. Complete the following fields:
    Secondary Object

    A custom object associated with the record type. For example, select Risk for the record type user story.

    Junction Object

    Select the custom object name to store the relationship between the Record Type and the Secondary Object. For example, select UserStory_Risk object.

    Primary Field

    Select the primary field that junction object is associated to. For example, select User Story as the primary field.

    Secondary Field

    Select the secondary field that junction object is associated to. For example, select Risk as the secondary field.

    MVL View Field Columns

    Select the fields of the secondary object. You can select only TEXT and pick list type fields.

  5. Save your changes.

The MVL is created and available for you when you configure the related object.

Note: Click Administration, and from Configuration, click Property Views, and verify the custom_mvl section is available in the object property view.

Configure the MVL

The MVL by default returns all the values that are available for the configured objects. You can configure the MVL to show only relevant values for the associated record type.

For example, the Risk MVL shows all the available risks when you configure it for a user story, regardless of the product the user story is associated with. However, you can configure the Risk MVL to show the risks that are associated with the products that the users stories are related to.

Follow these steps:

  1. Click Administration, and from Configuration, click Custom MVL.
  2. Select a Record Type. And click Edit for the MVL you want to configure.
  3. Modify the Available SOQL using appropriate parameters.

    For example, select Id, Name, Description from Risk__c where product__c = :productid

    Parameters are available for the following objects:

    User Story

    :id, :productid

    Issue

    :id, :productid

    Task

    :id, :userstoryid

    Requirement

    :id

    Product

    :id

    Release

    :id, :productid

    Sprint

    :id, :productid, :releaseid

    Source

    :id

  4. Save your changes.

Configure the columns in MVL

The columns in MVL appear in the order they are created, however you can reorder the columns and adjust the width of the columns.

Follow these steps:

  1. Click Administration, and from Configuration, click Custom MVL.
  2. Select a Record Type, and click View for the MVL you want to configure.
  3. Edit inline the width and the order of the columns appearing under MVL View Field Columns.
  4. Save your changes.

How to Import Data to CA Clarity™ Agile

Force.com provides a Data Loader client that you can use to import data in bulk. To import the data, use a CSV file. You must have administrator or super user privileges to download the Data Loader.

Note: The following procedure was accurate at the time it was documented. However, the Data Loader is a Force.com application, and changes made to the application by Force.com can render the procedure as outdated.

Follow these steps:

  1. Click Setup in the header.

    The Salesforce.com Setup page appears.

  2. Click Data Management in the Administration Setup menu.

    The Data Management page appears.

  3. In the Data Management section, click Download the Data Loader.
  4. Install the data loader.
  5. Start the data loader and click Cancel to close the welcome page.
  6. Click Settings and select Settings.

    The Settings window appears.

  7. Provide the following information and click OK:
    Server URL

    https://login.salesforce.com

    Proxy host

    Your company proxy details

    Proxy port

    Your company proxy port

    Proxy username

    Your company proxy username

    Proxy password

    Your company proxy password

  8. Log in with your user name and password.

Note: To obtain the ID for the reference objects or the display ID in the detail pages, export the object and look at the ID column.