Automate

All,

I am trying to find a way to do cascading (or filtered) drop down menus that connect to my SharePoint list. Basically I want the choices for second drop down to be filtered by the entry of the first drop down. I have seen vague references to this function on the Winshuttle page, but never something that shows how it is done. Any responses would be greatly appreciated.

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Alex Chunuk | Business Analyst
Marathon Petroleum Corporation | [City] | 4194214464
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Hi Alex,

We use this in almost every solution; it's a very common requirement.

The first drop down in the cascade will be almost normal, setup your data connection as the range and any filtering needed.

Setup the second cascading drop down to filter based on the value of the first drop down.

Setup the third drop down to filter based on the value of the second drop down.

Repeat this until the cascading chain is complete.

Now go back to your first drop down and add an action rule set to "Reload Drop Down Options", target the second drop down in the chain. Add a rule like this to each subsequent drop down so that each drop down is reloading the next in the chain.

If your first drop down is filtering values, be sure you set the data connection option "Automatically retrieve data when the form is opened" on it's data connection. The reload drop options rule will perform that for you on the remaining drop downs in the chain. We do this to assist with performance as well as the only the first drop down dataset load is incurred on form load.

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Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | [City] | 8326258441
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Josh and Sigrid, I appreciate the replies. Would you be able to elaborate a little more upon how to set up the filter function within the dropdowns? I do not know where to go to set up the filters or how to do them. Any response would be greatly appreciated.

Best,
Alex

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Alex Chunuk | Business Analyst
Marathon Petroleum Corporation | [City] | 4194214464
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Original Message:
Sent: 11-20-2018 07:54
From: Joshua Whitener
Subject: Cascading Drop Down Menus

Hi Alex,

We use this in almost every solution; it's a very common requirement.

The first drop down in the cascade will be almost normal, setup your data connection as the range and any filtering needed.

Setup the second cascading drop down to filter based on the value of the first drop down.

Setup the third drop down to filter based on the value of the second drop down.

Repeat this until the cascading chain is complete.

Now go back to your first drop down and add an action rule set to "Reload Drop Down Options", target the second drop down in the chain. Add a rule like this to each subsequent drop down so that each drop down is reloading the next in the chain.

If your first drop down is filtering values, be sure you set the data connection option "Automatically retrieve data when the form is opened" on it's data connection. The reload drop options rule will perform that for you on the remaining drop downs in the chain. We do this to assist with performance as well as the only the first drop down dataset load is incurred on form load.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | [City] | 8326258441
------------------------------

Hi Alex,

The filter wizard is a part of the drop down when selecting a data source as a range. There is a button near the bottom right labeled Filter and when you click on it you'll be presented with a wizard for adding filtering conditions.

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Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | [City] | 8326258441
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Original Message:
Sent: 11-20-2018 09:00
From: Alex Chunuk
Subject: Cascading Drop Down Menus

Josh and Sigrid, I appreciate the replies. Would you be able to elaborate a little more upon how to set up the filter function within the dropdowns? I do not know where to go to set up the filters or how to do them. Any response would be greatly appreciated.

Best,
Alex

------------------------------
Alex Chunuk | Business Analyst
Marathon Petroleum Corporation | [City] | 4194214464
------------------------------


Original Message:
Sent: 11-20-2018 07:54
From: Joshua Whitener
Subject: Cascading Drop Down Menus

Hi Alex,

We use this in almost every solution; it's a very common requirement.

The first drop down in the cascade will be almost normal, setup your data connection as the range and any filtering needed.

Setup the second cascading drop down to filter based on the value of the first drop down.

Setup the third drop down to filter based on the value of the second drop down.

Repeat this until the cascading chain is complete.

Now go back to your first drop down and add an action rule set to "Reload Drop Down Options", target the second drop down in the chain. Add a rule like this to each subsequent drop down so that each drop down is reloading the next in the chain.

If your first drop down is filtering values, be sure you set the data connection option "Automatically retrieve data when the form is opened" on it's data connection. The reload drop options rule will perform that for you on the remaining drop downs in the chain. We do this to assist with performance as well as the only the first drop down dataset load is incurred on form load.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | [City] | 8326258441

Hi Alex, Josh is correct.  It's a matter of using the data source and filter.  Note in recent releases, the reload drop down rule has not been required.  So you might try it without that rule to see if it's truly necessary.  It won't hurt anything, however, if you add them.

Best Regards,
Sigrid

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Sigrid Kok
PSE | Winshuttle North America
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Here are some details in Composer

Country drop down - choose UNIQUE so that you only see each country once

Region/State is filtered by Country_Key
Click on filter to choose which field/fields to filter on

The first field is a column in the SharePoint list.  The 2nd field is my form field that contains Country.  So this filters the regions to the ones that are equal to the country I selected in the form.

If you find it is needed, you can add a rule on the Country form field to reload the dropdown of the Region/State  field when the Country field changes.  Again, I'm not sure it is anymore, but you can try it. 

Hope this helps,
Sigrid




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Sigrid Kok
PSE | Winshuttle North America
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Original Message:
Sent: 11-20-2018 08:23
From: Sigrid Kok
Subject: Cascading Drop Down Menus

Hi Alex, Josh is correct.  It's a matter of using the data source and filter.  Note in recent releases, the reload drop down rule has not been required.  So you might try it without that rule to see if it's truly necessary.  It won't hurt anything, however, if you add them.

Best Regards,
Sigrid

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Sigrid Kok
PSE | Winshuttle North America
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