Change the lookup field value selection method to the dropdown. The dropdown can be multi-level.
As a preparation, it is recommended to set the “Prohibit duplicate values” option for the “Source field” in the Lookup settings.
When the action “Change Lookup Selection to Pulldown” is executed, the specified Lookup field input method will be changed to a dropdown method.
There will be a slight time lag before switching to the dropdown because records are being retrieved from the Lookup datasource app. In that case, filtering will be done based on the “Initial filter setting” in the Kintone lookup field settings. The records excluded by this filter will not appear in the dropdown selection.
The order of items in the dropdown depends on the “Initial sort setting” in the Kintone lookup field settings. By aligning the “Choice fields” settings on Customine with the “Initial sort setting” on Kintone, the order will generally be as intended.
The first dropdown will create selection items based on “Choice fields(1)”. When the user selects an option from the field set as “Choice fields(1),” the records are filtered based on the specified value. This triggers the creation of a second dropdown labeled “Choice fields(2).” The same process applies to the subsequent choices.
When the user selects an option from the “Choice(n)” dropdown, the Lookup field is automatically populated with the specified value, allowing the Lookup feature to retrieve the relevant data. If the last “Choice fields(n)” is selected and no record is determined, an error will occur. To prevent this error, please adjust the settings of the “Choice fields(1) to (5)” so that selecting until the end determines a single record.
This action is available on the mobile view.
When the user changes the dropdown selection, “When the dropdown selection is changed” is triggered. If the dropdown is multi-level, it will also be triggered by changing the selection of the dropdown in the intermediate level.
Set Lookup and Choice fields(1) to (5).
Select the Lookup field to be targeted.
The Lookup fields within the table can also be selected. If you select a Lookup field in the table, all Lookup fields will be changed to dropdowns in every row of that table. You cannot change only specific rows.
Select the field that will be changed to a dropdown from the Lookup source app.
Choice fields(1) is required, but fields(2) and beyond are optional.
Please combine the fields that will ensure that the Lookup source record is always determined to be one.
This parameter accepts the following field types. This parameter does not accept fields that are inside tables.
This action does not support krewSheet.
When retrieving records from the Lookup datasource, an extremely large number of records may lead to a significant delay when switching to the dropdown.
Please note that if a user configured in the Kintone connection settings does not have the necessary access rights for the Datasource app of the Lookup field, they will be unable to select it.
After creating a dropdown with “Change Lookup Selection to Pulldown”, even if you set the value from customization in the target Lookup field, the selection state of the dropdown does not change. If you want to make customizations like this, set the action to assign a value to the Lookup field and then set the action to “Change Lookup Selection to Pulldown.”
This action only supports the “New Record” and the “Edit Record” screens. Inline editing mode on PC (after clicking the pencil icon to enter editing mode) is not supported.
When targeting a Lookup field in a table, it is not possible to make only some rows dropdown in the condition settings. All rows are subject to the action.
Even if the value for the Lookup is determined by selecting the last dropdown, the Lookup will not be retrieved if the search results do not yield a single result when Kintone attempts to access that value.