3 Replies Latest reply on Jun 28, 2011 11:30 AM by philmodjunk

    Custom Value List Filters

    RonKanter

      Title

      Custom Value List Filters

      Post

      I have a table that imports user names and departments from Active Directory.  I want to use this list in several drop down fields, but need only certain records displayed in certain drop down boxes.  For example, one field allows you to select which manager is required for approval.  In this drop down list, I only want to show managers.  Another drop down list allows a user to assign a task to IT personnel.  It this case I only want IT staff to be displayed.

      I prefer not to create multiple tables if possible.

      Is there any way to do this?

        • 1. Re: Custom Value List Filters
          philmodjunk

          You will not be able to do this with a custom value list. A single table listing these values with different relationships can be set up to produce conditional value lists that do what you describe.

          • 2. Re: Custom Value List Filters
            RonKanter

            i saw some of the post about having to setup a table that relates the records.  Any way to avoid this.  It would be great of the I could setup the filter within the db relationship, but I didn't see any way to do this.  Also, related, if I have a drop down list, that comes from a value list, is there a way to manually add an item to the drop down list using a script?

            • 3. Re: Custom Value List Filters
              philmodjunk

              You'll need a table and relationships to it. Keep in mind that with one data source table listing all your user names and departments, you can create mutliple relationships to it by creating multiple table occurrences of this same table so that you can set up, for example, a relationship for a value list that will only list IT users and another relationship for a value list that lists only managers--all from a single table.

              If "table occurrence" is an unfamiliar term, this thread may help:  Tutorial: What are Table Occurrences?

              Since you will be using a table for your conditional value list, it's possible to use a drop down list with it so that users can type in values not currently in the list. An OnObjectSave script trigger can then compare this value to the current value list and add a new record with this new value to the table. It can even pop up a dialog for confirmation before doing so to help keep typos from generating new values in your value list table.