10. Adding Dropdown Fields

Add a dropdown fields to an app to link data. To recap on the steps in the video:

Creating Drop down fields

1. In the stream Businesses, create a new view called DD_Businesses

   1. The DD_ prefix is used here as an indication that this view is used for a dropdown.

2. Ensure the new view has the UID and Name fields only.
   1. Hide the UID.
3. Bring the contacts Dashboard back to the front
4. Drag the new DD_Businesses View (icon) onto the BusinessName field on the edit form
   1. This dynamically creates a Drop Down field
5. Setup the dropdown by opening the configuration form for the stream attribute BusinessName
   1. Set Drop Down Value Field to Name
   2. 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

Link the Contacts on the Business Dashboard

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