Adding items to the drop-downs

M

Marc Dimmick

I am aware of the "drop-down list items" technique to create populated
dropdowns but I am trying to create a simple method to add to the dropdowns.
I can setup the abiltiy for users to add to a drop down but this item does
not then get to the down down list. At the moment the only way I can find is
to create separate forms or the dropdown list form to add to these. Is there
any other way to add on the fly in the form so that it appears in the drop
down the next time they use it?
 
S

Sara Xue

Hi Marc,

To view the User-defined drop down entry, we need to use the lookup values
for that drop down list field. Let's perform the following steps:

Note: Here I assumed that the name of the drop-down list field is: Name.
When you perform the steps, please replace the Name to the exact name of that
field.

1. Click Designer -> Create new view.
2. Change the name of the view to: {NameLookup}
3. Select only the Name field to included in the view.
4. Click the column header in the Preview pane to edit the column
propertites.
5. Click Sorts tab and change the sort type to Flat in Ascending order.
6. Click OK.
7. Click Options tab.
8. Set default sort to 'Name' ascending (flat)
9. De-select Show unread marks.
10. De-select Participants and Guests roles in the Show this view on the
"View by" menu...
11. Enter the programmatic alias name as: NameLookup
12. Click the View Filter tab.
13. Select just the records created with the Form you created in this tool.
14. Click Save. and Click Save to Groove.
15. Click Designer -> Open Design Sandbox
16. Expane Drop-down list fields and click on the Name field you want to view.
17. On the open window, click on the Lookup property.
18. in Space field, select -This workspace-; in Tool field, select -this
tool-; in View field, select {NameLookup}; in Lookup column field, select
Name; in Return field, select Unique and select no Cache.
19. Click Apply Property.
20. Click Finish.
21. Click Save to Groove.

Now, test ths issue again. Is this issue resolved?
 
M

Marc Dimmick

I am aware that this is the way to use the drop down list. It is quite
functional but when you go to create a record in a form which uses these
drop downs if you are half way through the form and find that the drop down
does not have the field you want you then have two options.

save the form incomplete and go to the drop down form and add the new field
value then go to the form you were adding and reopen and then select from
the dropdown the value you are wanting to use.

What I was wanting to know is can you use the user define add button to add
in the form so the next time the form is used that value is now been added
to the drop down?
 
S

Sara Xue

Hi Marc,

I understood your meaning. However, based on my experience and research, by
default, the User Defined Values are added only on a one-time basis, they are
not permanently appended to the field as a new option.

The only way to show the user-defined entry in the drop-down list is use the
Lookup value. Have you ever tried my last suggestion? Is the solution
resolved your issue?

If you think the steps a complex, the other way to workaround this issue is
add the new entry to the default value in the Options property.

Hope I have anwered your further question.
 

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