Customize

Make Pulldown to Select a Record at Blank Space Field

Summary

Create a dropdown menu populated with records from other actions in a blank space field.

How to use

As a preparation, add a blank space field to place a dropdown in the target app. Unlike “Make Pulldown to Select Field Value from Records,” a field to save the value is not necessary.

Create an app to define the dropdown contents and add records in advance.

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 at Blank Space Field” 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 at Blank Space Field” 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 Blank Space Field, Label, Record, Datasource App Fields to Display, Minimum Width, Maximum Width, and Add 「—–」.

Blank Space Field

Select the Blank space field to display the dropdown.

The dropdown will be displayed across the full width of the Blank space field. To adjust the display width of the dropdown, adjust the width of this Blank space field in advance.

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
  • Drop-down
  • Date
  • Time
  • Date and time
  • Lookup (Text)
  • Lookup (Number)

Add 「-----」

Choose 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.