Selecting an eventid from a list of records
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Revision as of 17:40, 4 November 2013 by Arthur Lathrop (talk | contribs)
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.
--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.