Customize
Make Pulldown to Select a Record in Header
Summary
Create a dropdown menu in the header that is populated with records retrieved from other actions.
How to Use
As preparation, create an app to define the dropdown contents and add records.
In the customization of Customine, first, retrieve data from an app using actions like “Retrieve All Records” to define the contents of the dropdown.
Next, configure the “Make Pulldown to Select a Record in Header” action and set up the prepared Blank space fields, records, and so on.
The records selected by the user will be the result value of the action. The result value of the action can be referenced using expressions like “= $1”. The result value of the action also changes every time the user changes the selection.
You can also set the “Make Pulldown to Select a Record in Header” action in the parameter to specify records in other actions.
You can determine whether the dropdown is selected or not using “If the Count of Records is Zero” or “If the Count of Records is Greater Than Zero.” If the result is “one or more”, it means that some records have been selected.
The action is completed when the dropdown is created. The result of the action at this point depends on the parameter representing “not selected, ‘------'”.
When the user changes the dropdown selection, “When the dropdown selection is changed” is triggered.
Parameters
Set Place, Label, Record, Datasource App Fields to Display, Minimum Width, Maximum Width, and Add 「—–」.
Place
Specify the location to display the dropdown.
- Above Menu in Detail Page: The dropdown will be displayed in the designated position shown in the figure below when viewing either the record details, edit record, or new record page. In the case of the print screen, it does not result in an error, but it is not displayed. However, showing the dropdown on other pages will result in an error.
- Right of Menu in List Page: The dropdown will be displayed in the designated position shown in the figure below when viewing the record list page. However, showing the dropdown on other pages will result in an error.
- Under Menu in List Page: The dropdown will be displayed in the designated position shown in the figure below when viewing the record list page. However, showing the dropdown on other pages will result in an error.
Label
Set the label to be displayed in the dropdown. This parameter is optional.
Record
Select the action you used to retrieve the records that will be the content of the dropdown.
There is no error even if the record is empty. In that case, only “-----” indicating that nothing is selected will be displayed in the dropdown.
Display Field
Specify the fields to be displayed as dropdown items. Select from the fields of the original app for the records selected with the “Record” parameter.
This parameter accepts the following field types: Fields in tables cannot be selected.
- Record number
- Text
- Number
- Calculated field
- Drop-down
- Date
- Time
- Date and time
- Lookup (Text)
- Lookup (Number)
Minimum Width
Maximum Width
Specify the minimum and maximum display width of the dropdown. This parameter is optional.
The display width of the dropdown automatically changes according to the items displayed in the dropdown, but it can be adjusted by specifying the minimum and maximum widths.
Add 「—–」
Select whether to add “—–” indicating unselected as a dropdown option.
Selecting “Add” adds “-----” to the top of the dropdown, and this will be the selection immediately after the dropdown is created. The value of the result immediately after executing the action is empty.
Selecting “Don’t Add” does not add “-----”. After creating the dropdown, the first item in the dropdown will be the initial selection. The action result value after executing the action will be saved as the first record.
Remarks
When using the “Place Custom Buttons in the Menu Area” action to position a button directly to the right of a pulldown menu created with the “Make Pulldown to Select a Record in Header” action, the button’s display width will be narrower than usual.
Restrictions
- The mobile view does not support “Right of Menu in List Page.”