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
Businesses
, create a new view calledDD_Businesses
The
DD_
prefix is used here as an 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 contacts Dashboard back to the front
- Drag the new
DD_Businesses
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 an expression.
- Name:
- Now the
Businesses
view will drive the content of theContact Details
i.e we will see the contacts relevant to the selected business.
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.
Next video: 11. Menus and Navigation