cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
joshieboy
Post Partisan
Post Partisan

Auto select values in a multi select listbox based on a single value selected in a dropdown field

Hello,

I have a form that has a dropdown field and a multi select dropdown field.  The dropdown field - fieldname:  "Compliance Deliverable" has values like:

  • Tax Return
  • Annual Income
  • Budgets
  • Corporation Tax etc.

I want for example, when a user selects Tax Return from the first dropdown field, the multi select field - fieldname:  "Reporting Agencies" - the relevant reporting agencies are auto selected.  Some of the entries in the Reporting Agencies field are:

  • Ministry of Finance
  • Board of Inland Revenue
  • National Insurance Board
  • Integrity Commission

So as a basic example, if someone selects Tax Return, then Ministry of Finance and Board of Inland Revenue will auto select themselves.  If they select Budgets, then Ministry of Finance and National Insurance Board and Board of Inland Revenue is auto selected.  There are quite a few compliance deliverables, so once I understand how to implement two or three etc., I should be able to add to the respective formula to implement for all.  Any guidance on how this can be achieved will be appreciated.

 

1 ACCEPTED SOLUTION

Accepted Solutions

Hello,

For most of the items in this - its actually a single record that needs to be selected and not multiple, so I ended up using a lookup field from the main dropdown and select the value required in the combo box once a value is selected from the dropdown, and also have a label showing all other values that need to be selected, should this be the case for the one off records, so the user can then select the other option from the list box that is missing.  

View solution in original post

9 REPLIES 9
v-mengmli-msft
Community Support
Community Support

Hi @joshieboy ,

 

Could I understand that you want to set default selected items in one combo box according to another combo box?

Since I don't know the items of your two combo boxes, there is an example for your reference.

Combo box1:

vmengmlimsft_0-1700617453583.png

Combo box2:

vmengmlimsft_1-1700617485807.png

 

What we can see is that there is same id column in items of two combo boxes.

So we can use selected id in Combo box1 to autofill default selected items in comb2.

vmengmlimsft_3-1700617928174.png

I think the Tax Return column should be items of your two combo boxes. 

 

 

Rimmon

 

Hello @v-mengmli-msft - sorry for not sending a screenshot before.  Please see attached.

So as per attached, when a user selects a record from the dropdown on the left (Compliance Document/Deliverable dropdown) - say they select Annual Operating Budget, the dropdown on the right (Reporting Agencies), the respective agencies should auto select, eg:  National Insurance Board, Board of Inland Revenue.  Each dropdown value on the left have a relationship with one or more values in the dropdown on the right.  The one on the left was setup as a dropdown, and the one on the right is a list box.  Hope this helps.

 

Hi!

Could you please show me the items of drop down?
If you want to display multiple selections, you should replace right drop down with combo box. As far as I know, the drop down control can only show one selection.

Have you tried method I provided you? The logic is same, If you want to filter records in items according to specific value, there should be a column in items table which used to save the value. 

 

Thanks for reading!

Rimmon

Hi @v-mengmli-msft - I sent the values as an attachment in a previous post above.  Resending here again with the explanation.  

So as per attached, when a user selects a record from the dropdown on the left (Compliance Document/Deliverable dropdown) - say they select Annual Operating Budget, the dropdown on the right (Reporting Agencies), the respective agencies should auto select, eg:  National Insurance Board, Board of Inland Revenue.  Each dropdown value on the left have a relationship with one or more values in the dropdown on the right.  The one on the left was setup as a dropdown, and the one on the right is a multi-select list box.  Once I understand how to do a couple of them, I can add the formula for all.  Hope this helps.

Hi!

 

I assume that there a column named Compliance Document/Deliverable in Items of right combo box and another column named Reporting Agencies.

Please try this:

DefaultSelectedItems of right combo box:

Filter(ItemsTable, 'Compliance Document/Deliverable' =LeftDropDown.Selected.Value/ColumnName)
//ItemsTable is the code on items of combo box

 

Rimmon

Hello @v-mengmli-msft 

Thanks.  There is no column in the right named Compliance Document/Deliverable.  The items in the right are pulling from a data source in SharePoint called "Reporting Agencies" and the data shown is in the column "Agency" from the SP list.  There are several items in the left dropdown as per the vertical scrollbar, and each item should be linked to one or more reporting agencies.  So if I select "Audited Financial Statements" from the left drop down, specific agencies should be highlighted in the right - eg:  Ministry of Finance (Investments Division), and Board of Inland Revenue (BIR) and National Insurance Board - so thats three items that need to be selected automatically from the right, when Audited Financial Statements from the left is selected.  Similarly, another selection on the left like "Cash and Cash Equivalents" may only have one or two agencies on the right to be auto selected.  The team is compiling what the relationships should be for each item selected on the left, which agency/agencies on the right should be auto selected, but the two above are some examples of what I am trying to achieve.  Not sure if the Filter code above will do that, as it will not know which items need to be selected since there is no mapping in that formula.  I am speaking from a place of not knowing, so your advice and guidance appreciated.  

Hi @joshieboy ,

 

If you want to filter the items of right control (by the way, what's the control on the right?)  based on the drop-down selected option on the left and auto selected, the data sources used by the two controls should be somehow related. For example, they have the same column to find and filter. Maybe you can provide some screenshots of the data source and code, it would be more helpful for me to understand.

 

Best regards,

Rimmon

Hello @v-mengmli-msft 

The control on the left titled "Compliance Document Deliverable" is a dropdown - fieldname Dropdown1_18, and is stored in a SharePoint List called Revised Governance Compliance Report.  From this list, the fieldname "Document" is what is pulling from the data source to Dropdown1_18.

 

The field on the right titled "Reporting Agencies" is a List box - fieldname Listbox1_1, and is stored in a SharePoint List called Receiving Agency.  From this list, the fieldname "Agency" is what is pulling from the data source to the Listbox1_1.    I believe we need to create a relationship between Dropdown1_18 in Revised Governance Compliance Report with Listbox1_1 in the Receiving Agency list.  Is this info. sufficient to offer better guidance?  Thanks.  

Hello,

For most of the items in this - its actually a single record that needs to be selected and not multiple, so I ended up using a lookup field from the main dropdown and select the value required in the combo box once a value is selected from the dropdown, and also have a label showing all other values that need to be selected, should this be the case for the one off records, so the user can then select the other option from the list box that is missing.  

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!      

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Top Solution Authors
Top Kudoed Authors
Users online (3,259)