Nested Dropdowns in Workshop

[econaaj]

Can i create a nested dropdown in a transaction object type based on a reference object type.

If object type “Locations” has the following data:

State	City
Texas	Dallas
Texas	Austin
Florida	Miami
Florida	Orlando

I have a transaction table for user data entry to create new objects. In the transaction table, it uses the ‘State’ and ‘City"‘ fields from the Locations Object Type to offer a dropdown, the problem is that when I selected “Texas”, all four cities will show, how do I nest this to where only Dallas and Austin will show or Miami and Orlando?

[wbarkoff]

Hi! I might be misunderstanding the question, but I think that what you’re looking for is a table entry view like this:

One way to implement this is to create two fields in your form. The first should be a string field to select the state. You can display it as a dropdown by selecting “Multiple Choice,” then “Get options from an object set:”

Next, to create the dropdown for the city, create an object reference field. For the starting object set, choose your city object, and filter on a property. Select the “State” property. Then, click the little dropdown that shows up in the right hand side of the text entry field, and select your state field:

Make sure to adjust the action rules to set the proper fields accordingly.

Please let me know if I misunderstood the question or if I can make anything clearer! Thanks!

[econaaj]

I tried this and it isn’t working. I will try and clarify.

I have an object type where we maintain the locations we care about.

State	City
Texas	San Antonio
Texas	Dallas
Texas	Austin
Florida	Naples
Florida	Miami
Florida	Orlando

i have a transaction table where you can selection the state, city, revenue and job.

State	City	Revenue	Site
Texas	Austin	5,000	Worksite A
Florida	Orlando	3,000	Worksite B

Whenever a user enters a new transaction object , they can only select the locations available in the locations object type. The problem is if they select “Texas” .. Naples, Miami and Orlando still show in the city drop down.

I want it to filter based on next values. I hope this clarifies my requirement, thank you.

[Acorn]

The approach @wbarkoff took should definitely work - it works for me too and is a neat solution.

Here are the full screens for the state and city fields in the Create Transaction action:

Taking this approach will filter the City based on the State like so:

Users won’t be able to pick the city before a state is selected.

An alternative approach would be to create a single multiple choice column in your transactions table, allowing users to choose a single location object. Your new transaction.location property would be the PK of a Location object. IMO this object reference approach is a better way to include the location information for each transaction.

Example:

Here, my Location PK is just City, State. Your location object probably has a different PK already, so you’d need to create a new user-friendly Title property to use in the selector (a title that tells users the exact location they’re choosing).

[econaaj]

Thank you both, i see the issue. When I selected the filter dropdown, it was displaying the values. But selecting the down-arrow allowed to select the reference column.