Difference between revisions of "Selecting an eventid from a list of records"

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* The list of Payments in the dropdown should be automatically populated, depending on the record that the field appears on.  
 
* The list of Payments in the dropdown should be automatically populated, depending on the record that the field appears on.  
  
This example shows a dropdown on a record with two ''Payments'' in the ''Scheduled'' status.
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This example shows a dropdown on a record with two ''Payments'' in the ''Scheduled'' status.<br />
 
[[Image:DropDownExampleUsingListSyntax.png|link=]]
 
[[Image:DropDownExampleUsingListSyntax.png|link=]]
 
--Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@
 
 
 
  
  
  
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--Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@
  
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Now that we have a stored list of ''eventid''s, we can refer to this field's [[stored value]] to perform operations on the selected records. For example, a [[Workflow Task Type: Trigger Workflow|workflows can be triggered against these records]].
  
Now that we have a stored list of ''eventid''s
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Additional examples of the objects and criteria that can be selected are available on the [[List Syntax]] page.

Revision as of 16:40, 4 November 2013

In the following example, we will imagine that:

  • We want to have a dropdown field that shows a list of Payments attached to a record that are in Scheduled status.
  • Additionally, we want to display some information about the Payments so that the user can differentiate between them, and select the appropriate record.
  • The list of Payments in the dropdown should be automatically populated, depending on the record that the field appears on.

This example shows a dropdown on a record with two Payments in the Scheduled status.
DropDownExampleUsingListSyntax.png


--Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@

Now that we have a stored list of eventids, we can refer to this field's stored value to perform operations on the selected records. For example, a workflows can be triggered against these records.

Additional examples of the objects and criteria that can be selected are available on the List Syntax page.