Filter Repeating Group from External API by Multiple Keywords

AdamBFM · 2024-08-15T20:37:31.770Z

Hi Everyone,

I’m going to try this again because after a little break, I’m back at this piece of software.

This one is really bothering me - I just can’t seem to figure it out. Any help the group can provide would be much appreciated. There has to be a way.

I currently have a repeating group with a source from an external API. The source has a variable with a bid name - an example would be POLLUTION PREVENTION CONTROL PLAN MASTER PLAN UPDATE. The source has hundreds of records with different bid names.

Each user has a list of keyword phrases that they added. For example, a user could have a list that contains, Project Management, Master Plan, Environmental Assessment.

My goal is to filter the repeating group based on bid names with ANY of those keywords present - consider it like an OR statement for each keyword phrase the user has added.

I’m currently able to filter the repeating group by a specific ITEM in the list using "contains keyword(s) in the :filtering function, but I can’t seem to figure out how to filter by more than 1 keyword at a time so that ALL records with any of those 3 keyword phrases are in the repeating group.

Thoughts? I’m hopeful what I’m looking to do is possible.

Thanks!

hi.luisacosta · 2024-08-15T22:19:13.680Z

You will need an advanced filter and then use “Intersect with” because you are intersecting the “Selected Keyword List” with the “User’s Keyword List”, so if the intersect count > 0 then you found a match. Hope that helps!

AdamBFM · 2024-08-16T03:46:39.279Z

Thanks for the reply. Much appreciated.

The challenge I’m having is that the Keyword List contains words or phrases that are a part of another lists much longer phrases.

For example, the Keyword may be “wastewater” and the list I want to match it with has phrases such as WASTEWATER TREATMENT PLANT GENERATOR BUILDING PROCESS. I need this to be a match, so it shows up for a user that has the “wastewater” keyword and not show up for a user who doesn’t have that keyword selected.

Will the “intersect with” work in this situation or do the two lists have to have the exact same values?

Thanks!

hi.luisacosta · 2024-08-16T04:42:13.000Z

Yes it will work. Take the User Keywords, and split by (space) or whatever delimiter it has. Seems like a space is what you need. So, in the example you provided, intersect would work. Give it a try.

system · 2024-10-24T20:38:14.524Z

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