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NidhiMangtani
Veteran
Jun 28, 2022 6:29 PM UTC
Solved

Specifying SiblingSortOrder while adding relationship through extensibility rule

Hello,

Can we figure out sibling sort order for existing members and add the new members at a specific position in hierarchy through extensibility rule?

Any samples would be helpful.

    NidhiMangtaniAnswer
    Veteran
    Jun 28, 2022 6:49 PM UTC

    Dim relationshipPositionOptions As New RelationshipPositionOptions
    relationshipPositionOptions.SiblingId = sSiblingID
    relationshipPositionOptions.MovementType = RelationshipMovementType.InsertBeforeSibling

    BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, relationshipInfo, relationshipPositionOptions)

    Specifying movementtype worked.

    No assistance needed.

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    3 replies

    NidhiMangtaniAuthorAnswer
    Veteran
    Jun 28, 2022 6:49 PM UTC

    Dim relationshipPositionOptions As New RelationshipPositionOptions
    relationshipPositionOptions.SiblingId = sSiblingID
    relationshipPositionOptions.MovementType = RelationshipMovementType.InsertBeforeSibling

    BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, relationshipInfo, relationshipPositionOptions)

    Specifying movementtype worked.

    No assistance needed.

      JennyCalvache
      Newcomer
      Feb 22, 2024 5:28 PM UTC

      Hello, 

      I tried to move a account from one position to another position within same parent group.

      Tried to modify using the codes above but no luck. Below is my code and any help will be appreciated.

       

      'Try to move Myaccountname position to before SiblingName
      Dim parentMem As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, "ParentName")
      Dim siblingMem As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, "SiblingName")
      Dim myMember As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, "MyAccountName")
       
      'Relationship
      Dim relationshipInfo As New RelationshipInfo
        Dim relationship As New Relationship
        Dim relationshipPK As New RelationshipPk
        relationshipPK.ParentId = parentMem.Member.MemberId
        relationshipPK.ChildId = myMem.Member.MemberId  
       
        relationship.RelationshipPk = relationshipPK
        relationshipInfo.Relationship = relationship
       
        Dim relationshipPositionOptions As New RelationshipPositionOptions
        relationshipPositionOptions.SiblingId = siblingMem.Member.MemberId   
        relationshipPositionOptions.MovementType = RelationshipMovementType.InsertBeforeSibling
       
        BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, relationshipInfo, relationshipPositionOptions)
       
      Thank you!
      JennyCalvache
      Newcomer
      Feb 22, 2024 6:29 PM UTC

      Hello,

      I think I may figure it out. Below is my working codes.

      'Try to move Myaccountname position to before SiblingName
      Dim parentMem As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, ParentName)
      Dim siblingMem As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, SiblingName)
      Dim myMember As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Account.Id, Myaccountname)
       
      'retrieve rel info for parent child relationship
      Dim myRelInfo As RelationshipInfo = BRApi.Finance.Members.GetRelationshipInfo(si, dimTypeId.Account, Myaccountname, ParentName)
       
      Dim newProperties As New VaryingMemberProperties( DimType.Account.id, mymember.Member.MemberId, parentmem.Member.MemberId )
       
      'reset the position
      Dim relationPosOpts As New RelationshipPositionOptions()
      relationPosOpts.SiblingId = siblingMem.Member.MemberId
      relationPosOpts.MovementType = RelationshipMovementType.InsertBeforeSibling
       
      'save the relationship info and update the ownership property
      BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, True, myRelInfo.Relationship,True, newProperties, relationPosOpts)
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