Customize

Gather Selected Options

Summary

Gather the selected options from fields that allow multiple choices.

How to use

Use this action when there are multiple Check box fields or Multi-choice fields, and you want to gather all the selected values from each field. This action can also be applied when Check box fields or Multi-choice fields are in the table, allowing you to summarize all selected values for each row.

When executed, it summarizes the selected values from all fields selected in the “Field” parameter.

For example, consider a scenario with two fields:
・In Field A, the options X, Y, and Z are selected.
・In Field B, the options X and W are selected.
If you use the “Gather Selected Options” action to combine the selections from Field A and Field B, the result will be four unique values: X, Y, Z, and W.

This consolidated list will be set as the outcome of the action. You can reference the result by using expressions in actions like “Set Field Value,” which allows you to assign it to checkbox fields or multiple-selection fields.

Parameters

Set Field and Target Field (Optional).

Field

Select all the fields you want to summarize.

You can choose fields both within and outside the table. You can also choose fields from multiple different tables.

When you select a field in the table, the action consolidates the selection across all rows of that table.

This parameter accepts the following field types:

  • Check box
  • Multi-choice

You can select a combination of Check box and Multi-choice fields.

Target Field (Optional)

Use this parameter to set the results to another field. You can omit this parameter if you do not set the results directly in the field but use it in another action.

When you set a destination for initially selected content, that content will be cleared, and the result will overwrite the existing value. If you want to add a selection without clearing the current content, omit this parameter and use the “Add Selection to Field” option instead. You can also set the action result of “Gather Selected Options” to “= $1” or a similar expression to add the result to the “Value” parameter of “Add Selection to Field.”

This parameter accepts the following field types:

  • Text
  • Text area
  • Check box
  • Multi-choice

When the destination is a Text field, the values are set as comma-separated. In the case of a Text area field, each element is set with a line break.

Compatibility with krewSheet

It can be used in situations where a record can be identified in a single line, such as when “When Fields Value Changed.”

Unlike the standard record list view, krewSheet allows you to save multiple rows at once, so this action cannot be used “Before Record Saved Excluding Deleted.”

The results cannot be set in the following fields, even if specified in the “Target Field (Optional).”

  • Fields copied through Lookup
  • Fields not included in the krewSheet view’s columns
  • Fields set to read-only in krewSheet