2 Replies Latest reply on Apr 22, 2014 2:17 PM by philmodjunk

    Auto-populate a field with selections from a drop down menu value list

    AlishaDenicola

      Title

      Auto-populate a field with selections from a drop down menu value list

      Post

           Hello, I'm looking for some information on if it is possible to create a situation where a field, called "Projects" can be populated with selections from a drop down menu value list or by a button. 

           Currently: "Projects" is a text field. 

           "Projectsvl" is the value list associated with it. There are over 100 options in the value list. 

           Projects is associated with a company/contact's profile, so we can see the contact and see what projects the contact has been/is associated with. 

           We need to be able to list more than one project in the text field. It needs to be clean and easy to use. 

           I have scripted a button called "Add Project" that

           Freeze Window
           Go to Field [Contacts::PROJECT]

           and when you hit the button it goes to the field and the drop down menu appears, but you can only choose one option. I need to be able to choose one project to populate the field and then when the next user hits the button subsequently, they can add another project without removing the first. 

           Any suggestions?

           Thanks, 
           Alisha

        • 1. Re: Auto-populate a field with selections from a drop down menu value list
          dejosejimpaul

               Hi, Alisha Denicola. The way I see this is you want to have the ability to select one or more project associated for each contact is that correct?

               Say you have Person1 and you add Project1 then Project2 so now Person1 has both Project1 & Project2 associated with it.

               If this is your situation, then you could change the Control Style of your Projects field to be a checkbox set rather than a drop-down list and use the same Projectsvl value list. This will give you the ability to choose more than one project for each contact. The downside to this is you mentioned that your value list consists of over 100 options. You would not want to display those options as it would take a lot of space on your layout.

               The second method is to make your Projectsvl a separate table and relate it to your say Contacts table via a third or junction table (See setting up a many-to-many relationship) and display it as a portal on your Contacts table. This is more complex to set-up but hope give you an idea.

          • 2. Re: Auto-populate a field with selections from a drop down menu value list
            philmodjunk

                 I don't recommend that you store multiple value selections in the same field like you describe for most situations. What you describe sounds like something better done with a portal to a related table where you select each project in a different record of the related table. The resulting set of related records can be much easier to work with than a list of values entered into the same field--such as that produced by selecting check box values or by holding down a modifier key while clicking values in a drop down list or pop up menu.