Articles on: Web App
This article is also available in:

How to restrict matrix items based on the customer type selected

Items in a matrix can be filtered depending on the customer type selected.

On this we have introduced a new way in which Items in an SKU list can display according to the type or channel type selected this aids/relieves field users/workers from having to fill unnecessary SKUs in the matrix during their Sales or Retail audit visit.

This is possible on conditions, like the selected customer type
This feature allows us to optimize the loading of matrix items. Therefore we can go from 1000 items or more to just a few when conditions they are well set up.

Let's imagine a use case where we display items having SKU type equal to customer type.

First set up the attributes on the SKU list schema as shown below with the different outlet options

Second, Indicate the customer type on each of the SKUs as shown below

On the matrix product audit, navigate to the edit icon, and click on the conditions, then items restriction conditions and add restriction in the inner group of the Meta expression as shown below.

To display items where customer type equal to SKU type.

You can also make use of the contains operator which used when you want to select multiple options for the same attribute/question i.e. Outlet channels when setting the meta expressions.
This helps to reduces the list items load time on the mobile application caused by having several conditions.

Below is how the contain function will be

Updated on: 13/12/2023

Was this article helpful?

Share your feedback


Thank you!