Selecting an eventid from a list of records

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 $Payment Amount$;#]@

Breakdown of List Syntax

The variable above uses SmartSimple's List Syntax.

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.