Difference between revisions of "Selecting an eventid from a list of records"
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[[Image:DropDownExampleUsingListSyntax.png|link=]] | [[Image:DropDownExampleUsingListSyntax.png|link=]] | ||
| − | + | The field above: | |
| − | + | * is a [[Custom Field Type: Select One – Combo Box|Select One - Combo Box]] custom field; | |
| − | --Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@ | + | * has a field name of ''Payment List''; |
| + | * has a field [[caption]] of ''List of Payments that can be assigned to the report''; and | ||
| + | * has the following in the ''Values'' section of its field options: | ||
| + | <pre style="white-space: pre-wrap; | ||
| + | white-space: -moz-pre-wrap; | ||
| + | white-space: -pre-wrap; | ||
| + | white-space: -o-pre-wrap; | ||
| + | word-wrap: break-word;">--Please Select--;@parent.[#(?object=activity;criteria=typename='Payment' and statusname='Scheduled';)~eventid~=Payment on $Scheduled Payment Date$ of $Payment Amount$;#]@</pre> | ||
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, 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]]. | ||
Additional examples of the objects and criteria that can be selected are available on the [[List Syntax]] page. | Additional examples of the objects and criteria that can be selected are available on the [[List Syntax]] page. | ||
Revision as of 17:43, 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.
The field above:
- is a Select One - Combo Box custom field;
- has a field name of Payment List;
- has a field caption of List of Payments that can be assigned to the report; and
- has the following in the Values section of its field options:
--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.
