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Add a dropdown

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urlhttps://www.youtube.com/watch?v=On46cCe8GfE&list=PLbPt6SI1Zhb8CnWh7Gvopto7D6LEwcB9A&index=12
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Add drop-down fields to an app application to link data. To recap on the steps in the video:

Creating Drop-down

...

Fields

  1. In the

    stream Businesses

    stream Businesses, create a new view

    called DD

    called DD_Businesses.

    Tip

    The DD_ prefix is used here as

    a reminder to the developer

    an indication that this view is used for a

    dropdown

    drop-down.


  2. Ensure the new view has the UID and Name fields only.
    1. Hide the UID.
  3. Bring the contactsdashboard back  Dashboard to the front.
  4. Drag the new DD_Businesses view (icon)  View icon onto the BusinessName field on the edit formThis dynamically creates a Drop Down-down field.
  5. Setup the dropdown Set up the drop-down by opening the configuration form for the stream attribute BusinessName.
    1. Set Drop Down Value Field to Name. This is the value that the user will be able to select and it will be displayed in the dropdown field.
    2. Next we will set any required mappings. Mappings are used where we need to set additional values from the dropdown. For example, the user can select a business's name from the dropdown but we want to capture that business's ID when we save the data. For this we have a form field on the screen that an additional value from the dropdown can be mapped to.
    3. Under the Mappings click section, click + to add a new mapping and set:
      • Set Form Field to the BusinessUID
        The name of the attribute on the form to which we want to map
        to on our form i.e. BusinessUID
      • Set Drop Down Field to the : UID
        The name of the attribute on the view that we
        will want to map to the form value i.e. UID

Link the Contacts on the Business Dashboard

  1. Open the configuration form for the Business Contacts view on the Businesses dashboard.
  2. Next Click + next to the Default Sort Order click + and set:
    1. Name: ByName
    2. Sort Order Attributes, use FamilyName
    Next
  3. Click + next to the Default Filter click + and set:
    1. Name: ByBusiness
    2. Filter Details
      • BusinessUID equals Businesses.UID
      • Click abc to let tell PhixFlow know that this is a formulaan expression.
  4. Now the Businesses will Businesses view will drive the content of the Contact Detailsi. e we This means you will see the contacts relevant to the selected business.


Tip

Drop

...

-down fields are useful when we want users to select an option from a predefined

...

list of values. Another good candidate for a

...

drop-down field is Type on the Businesses dashboard. Update all your contacts with a business from the

...

drop-down list.


Panel

Next video: 11. Menus and Navigation