Add a dropdown fields to an app to link data. To recap on the steps in the video:
Creating Drop down fields
- In the stream Businessesstream
Businesses
, create a new view called DDcalledDD_Businesses
a reminder to the developerTip The
DD_
prefix is used here asan indication that this view is used for a dropdown.
- Ensure the new view has the
UID
and Name fields only.- Hide the
UID
.
- Hide the
- Bring the contactsdashboard Dashboard back to the front
- Drag the new
DD_Businesses
view View (icon) onto theBusinessName
field on the edit form- This dynamically creates a Drop Down field
- Setup the dropdown by opening the configuration form for the stream attribute
BusinessName
- Set Drop Down Value Field to
Name
- Under Mappings click + to add a new mapping:
- Set Form Field to the name of the attribute we want to map to on our form i.e.
BusinessUID
- Set Drop Down Field to the name of the attribute on the view that we will map to the form value i.e.
UID
- Set Form Field to the name of the attribute we want to map to on our form i.e.
- Set Drop Down Value Field to
Link the Contacts on the Business Dashboard
- Open the configuration form for the Business Contacts view on the Businesses dashboard.
- Next to the Default Sort Order click +
- Name:
ByName
- Sort Order Attributes, use
FamilyName
- Name:
- Next to the Default Filter click +
- Name:
ByBusiness
- Filter Details
BusinessUID
equalsBusinesses.UID
- Click abc to let PhixFlow know this is a formulaan expression.
- Name:
- Now the Businesses will
Businesses
view will drive the content of theContact Details
i.e we will see the contacts relevant to the selected business.
Tip |
---|
Drop Down fields are useful when we want predefined values to be used for an attribute. Another good candidate for a dropdown field is Type on the Businesses dashboard. Update all your contacts with a business from the dropdown list. |