Showing investment lists and then investments associated to that specific list

[jordanc]

Hello everyone, I have been able to create an action to an investment list name. I have a data type called investment list- in that i have list name, type - etf, stock, mutual fund, user. I have another data type named investments. In that i have ticker, fund name type - etf,stock,mutual fund, category - (dropdown of all categories), and list name (to associate that investment with the investment list name that was created). I am able to display the investment lists on the page which will show the investment list name, and investment list type. I then have a button to view investments and the workflow to then show the investments below organized by category. However, I can not get it to only show the investments associated with the investment list name. It always shows all investments. How do i fix this?

[J805]

Hey @jordanc

Welcome to the Bubble Community!

I hope I am understanding you correctly. You said you have a

@jordanc

list name (to associate that investment with the investment list name that was created)

So you should be able to access the investments based on this. Can you share a screenshot of what you are trying to do? Or a video? This might help us see which part of the process you are missing.

[J805]

So are you doing something similar to this?

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[jordanc]

Hi J805,

Below is the screen shot of investments data type and investment list data type

[jordanc]

Then this is how i have the page set up and i have the top part working were it will create and show all lists associated to the user but i can not get the data to send down to then show investments with that list name

[ruiz86]

First, you need a place to store the selected “Investment List” variable. This could be a Custom State, a Group, or even a URL parameter. Once done, you’ll create a Workflow to store the selected “Investment List” in your chosen storage location.

If your investment list could be very large (more than 100-150 items): Add a repeating group with data type “Investments.” In the data source, put “Do a Search for Investments” and add a constraint “Investments List” = the variable you stored.

If your investment list isn’t very large (fewer than 100-150 items): Create a repeating group with data type “Investments.” In the data source, select the “Investment List” variable you stored and select “List of Investments.”

In summary, you need to store somewhere which Investment List you’re selecting, and then tell Bubble that you only want to show the “Investments” from that specific “Investment List.”

[jordanc]

Hi Ruiz,

would this be to go to workflow on the view investment button and have it display data to the parent group that the repeating group is in to display the investments? for example:

[ruiz86]

Yes, you can do it this way, and when creating the Investments filter, you use the data from this group in the constraints.

[jordanc]

Hi Ruiz,

I have the repeating table and i want to sort it by the category but only have the category come up once per category and have all investments with that category show up below. Here is what i have but the category repeats for every investment that has it.