Hello, I am experiencing an issue with the selection of the entity “SOCIETE” in a BOARD screen (KPI capsule).When I select a company in the screen (e.g., Dell) and then switch to Design Mode → Layout, the selection is immediately replaced by another company (Lux). This happens consistently whenever: * I open the screen, * I enter Design Mode, * and then open the Layout panel. The company Lux appears by default in the LAYOUT section across all related screens, even when a different company was selected in the main screen. Checks already performed 1. Layout * No Default Value defined on the “SOCIETE” entity. * No explicit Select defined in the Layout. * No Entity based on cube linked to “SOCIETE”. 2. On Open Trigger Procedure * All steps containing a selection on “SOCIETE” have been removed. * The procedure no longer contains any action that sets or forces a SOCIETE value. 3. Screen Properties * No Screen Selector or Fixed Selection on the SOCIETE entity. * The option “Disable initial layout execution” tested both enabled and disabled → same behavior. 4. Forced selection in the procedure * Even when adding a step “Selection → SOCIETE = X”, the Layout still displays Lux as the selected value. Observed behavior In the LAYOUT panel, the entity “SOCIETE” always appears as: SOCIETE = Lux even when: * no SOCIETE selection exists in the Layout, * no SOCIETE selection exists in the procedure, * a different SOCIETE is selected by the user in the screen. The user’s selection is therefore systematically overridden. Could you please advise: whether BOARD has any internal or hidden mechanism that can force an entity selection without appearing in the usual areas (Layout, Screen, Procedure), Or, what could be enforcing the selection “SOCIETE = Lux”? Thank you in advance for your assistance.

Selection automatically resets to another value in Layout despite removal of all selection

Hello,

I am experiencing an issue with the selection of the entity “SOCIETE” in a BOARD screen (KPI capsule).When I select a company in the screen (e.g., Dell) and then switch to Design Mode → Layout, the selection is immediately replaced by another company (Lux).

This happens consistently whenever:

I open the screen,
I enter Design Mode,
and then open the Layout panel.

The company Lux appears by default in the LAYOUT section across all related screens, even when a different company was selected in the main screen.

Checks already performed

1. Layout

No Default Value defined on the “SOCIETE” entity.
No explicit Select defined in the Layout.
No Entity based on cube linked to “SOCIETE”.

2. On Open Trigger Procedure

All steps containing a selection on “SOCIETE” have been removed.
The procedure no longer contains any action that sets or forces a SOCIETE value.

3. Screen Properties

No Screen Selector or Fixed Selection on the SOCIETE entity.
The option “Disable initial layout execution” tested both enabled and disabled → same behavior.

4. Forced selection in the procedure

Even when adding a step “Selection → SOCIETE = X”, the Layout still displays Lux as the selected value.

Observed behavior

In the LAYOUT panel, the entity “SOCIETE” always appears as:

SOCIETE = Lux

even when:

no SOCIETE selection exists in the Layout,
no SOCIETE selection exists in the procedure,
a different SOCIETE is selected by the user in the screen.

The user’s selection is therefore systematically overridden.

Could you please advise:

whether BOARD has any internal or hidden mechanism that can force an entity selection without appearing in the usual areas (Layout, Screen, Procedure),

Or, what could be enforcing the selection “SOCIETE = Lux”?

Thank you in advance for your assistance.

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Accepted answers

Bill252

Hello,

I have finally identified the option to change the entity in the layout. It is available in Design mode, via the “Select” menu, which I had not noticed before.

Once the entity is selected (e.g., company), it is properly applied and retained in the layout.

Thank you for your availability.

All comments

Robert Barkaway

Hi Bill, I can't say I'm aware of anything which would apply a selection with something triggering it. You mention disabling steps in the screen trigger, so presumably there was one or more step which was setting the selection? You also mention that you tried adding a step to make a specific selection on that entity, I assume you also had an Apply Selection to Screen step afterwards and a screen or data refresh? It's hard to say what might be causing it, when you navigate to the screen are you carrying forward a selection from a previous screen? If you can post some screenshots of what's happening it might make things a little clearer if that's possible?

Bill252

Hello Robert,

Most of my reporting screens use a procedure that includes an interactive company selection step. However, even when I remove this step or replace it with an explicit company selection, a different company still appears in the layout—and it is always the same one across all screens (LUX).

This suggests that this company is defined somewhere as a default value, and that the layout automatically inherits it, regardless of the selection made.

My question is: does anyone know if there is a member inheritance mechanism in Board at the layout level, or where a default selection in the layout could be defined or removed?

Regarding the screens, I unfortunately cannot share them due to internal confidentiality reasons. However, I can share my layout.

Thank you advance

Robert Barkaway

Hi Bill, understood.

There are only a few ways in which a screen can have a selection applied:

A default selection saved into the screen in design mode
A selection applied to the screen from a procedure (either a screen trigger, data entry trigger or user triggered procedure)
Inheriting the selection from a previous screen where the user has navigated between the two screens with Keep Selection ticked
A user making a selection with a selector or pager
A user making a selection via the screen select
A pager with Disable All ticked (although this wouldn't show as a selection but as an active pager)

What you describe sounds very odd if the user makes one selection in the screen but the layout shows a different selection, which version are you on? I can check whether there are any known bugs for that version causing a cached selection to appear in the layout or something like that.

If the user makes a selection in the screen, do they see the correct data for the selection they've made or do they see the data for Societe = Lux?

Bill252

Board 12.6

The yellow block can be configured directly through the Layout menu.

In contrast, the green block does not allow direct access to this menu: you must first go into Design mode and select a data area. Once a data area is selected, the Layout option becomes available.

Furthermore, when I apply an automatic selection from the screen (for example: Company = PARIS), this selection is correctly applied to the Layout of the yellow blocks. Ho~~wever, for the green blocks, this is not the~~ case: they retain their default (inherited) Layout, regardless of the selection.

Note: the green block is composed of multiple DataViews:

DataView 1: Revenue (CA) | DataView 2: Expenses (Charges) | DataView 3: Cash Flow (Trésorerie)

It appears that BOARD does not allow selecting a group of DataViews to apply a global Layout. Each DataView is independent:

Each Layout is therefore independent.
Each DataView inherits its default Layout.

Question: is there a way to display the Layout button directly from the main screen, without going through Design mode → selecting a data area → Layout?

Alternatively, is there a way to disable the default/inherited Layout so that the Layout automatically reflects the selection applied on the screen?

Robert Barkaway

Okay if those are data views in the green section presumably they've had the toolbar disabled? In which case the user won't be able to amend the layout of them directly in play mode, no. If you upgraded to 14 the user can use the right-click interaction to amend a layout on an object, although the toolbar needs to be enabled for it to work. For now you could enable the toolbar and the user should then be able to amend the layout in play mode using that when it pops out on hovering over the data view. Alternatively you could potentially use a procedure with interactive selection and use Apply to Block to allow the user to update their selections in play mode? That would be block selects (Refer To) rather than layout select though.

When you talk about inheriting a layout are you talking about the layout or just the layout selection? You can copy and paste layouts between different objects but it sounds like maybe you're talking about the selection? An object will inherit the screen selection unless it specifically has its own selection which overrides it, for example a Refer To on a block or a layout selection which is set to To rather than Keep.

Bill252

Firts the all, thank you for your response

These are not data views, sorry, but labels: Forecast, Bud, Actual. They are all labels, and each one has its own layout.

Above this green area, there is a dropdown (combobox) to select the country. When a country is selected, it displays correctly on the screen.

However, as soon as you click on “Design mode,” the selection is lost: a different country is displayed. It is always the same country that appears, as if it were set as a default or simply the first item in the list.

Additionally, the toolbar cannot be enabled in this case, since these are labels and not data views.

In version 12.6, it is not possible to use “Interactive Selection” and “Apply Selection to Block” at the same time. I did test “Apply Selection to Block” on its own, but the issue remains: when switching to “Design mode,” a different company is displayed instead of the one selected by the user.
When I mentioned inheritance, I was referring to a default selection. However, the “SELECTIONS” section in the layout is often empty when creating a new screen.

Robert Barkaway

Ah okay, yes for labels you won't be able to change the layout directly in play mode. As for interactive selection and apply selection to block, they've worked together since at least version 10, I can't recall whether they were available before that, unless there's a bug I'm unaware of in 12.6 you should be able to have a user triggered procedure that looks something like this

The reset whole selection is so that you only apply the user selection as a Refer To, otherwise it will pick up your current screen selection as well.

When you go from play mode to design mode in 12.6, yes you'll lose any play mode selections and the screen will revert to the selection saved in design mode, this has changed in 14 so that switching between play and design mode preserves the current selection. If you go into design mode and see a selection, that will be the selection the screen was last saved with in design mode, if you change it to another selection while in design mode and save it, that will be the new default selection when you go into design mode. As I say this behaviour will change if you ever upgrade to 14.

Bill252

Two issues have arisen:

Changing the company in the Layout When the user tries to change the company in the Layout, the line Company = LUX is not replaced. It remains visible, and a second line Company = PARIS is added. This leads to incorrect data, as only one company should appear in the Layout. I tried using Clear All, but it didn’t resolve the issue.

Simultaneous selection: “Interactive Selection” + “Apply selection to block” This feature does not work. It is not possible to select multiple items in a single step, as shown in your example. Only one item can be selected at a time.

Robert Barkaway

Okay, you mean you can't select multiple values from the same entity and apply it to the block? You're right that although you can select multiple values, it will only apply the first, although you can select a single value from multiple entities and apply them as one selection, it will only apply the first selection for each entity because it's a Refer To and that's a limitation of the Refer To functionality.

As for changing a layout selection in Play mode in 12.6 I can't honestly recall how it looked, I have 14.5 installed currently, I can look at reinstalling 12.6 tomorrow and take a look, certainly in 14 you have the option even in play mode to Set Entity Members which allows you to change the existing select, is 12.6 different to that?

Bill252

Hello,

I have finally identified the option to change the entity in the layout. It is available in Design mode, via the “Select” menu, which I had not noticed before.

Once the entity is selected (e.g., company), it is properly applied and retained in the layout.

Thank you for your availability.