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adoyle5
Helper I
Helper I

Custom SharePoint Form - Update Dropdowns based on Item selected, but allow edit of option - Not using Forms or Galary

The Title is probably confusing. It's hard to get a concise question in one line.

 

I have a SharePoint List made up of different types of columns, including Choice and Date columns.

 

I have created a Custom Form for this List, and used the Forms object. I hated this. I had little to no customization avalable in how it looked, so I scrapped it.

 

Now I have created a template page of how I want everything on the screen, and Duplicated this to make a "New Item Page". This works great. Everything works as expected, and saves the the new item perfectly.

Sweet.


Duplicate again to create the "Edit Item Page". Not so easy. I have used SharePointIntegration.Selected.'Column Name' to get the main identifier of the item for page. This will be static and unchanging. Easy.

However, I cannot figure out how to do the dropdowns.

I can either get a list of options, or the option already saved. I can't figure out how to have all the options available AND have it sit on the option that is saved already.

 

Can this be done?

 

Example of what I am working with:

 

Project NameProject AProject BProject CProject DProject E
      
Project BudgetGreenAmberRed  

Name to budget is 1:1 (A Name can only have one Budget Option)

Budget to Name is 1:many (A Budget Option can be used by many Names)

 

How do I have Project A (that could have a Project Budget of Amber) show Amber when Project A is selected AND have the drop down list show Green and Red as other options if it needs to be changed by the user?

 

(EDIT: Edited the above to better reflect options used.)

 

21 REPLIES 21

Hi @WarrenBelz 

 

Thanks for replying. Sorry the delay in replying, we had a Public Holiday yesterday, and I avoided all electronics for the weekend.

 

You hit the nail on the head with your third point:


You seem to be asking that the Drop-Down (note my use of this control type rather than a Combo Box) should display the item currently stored in the list for the particular record, but also have a set of choices that may or may not (important you clarify this) include this item.

I want a Drop-Down to display the item currently stored in the list for a particular record (using another element in the App to define this record, therefor a lookup I assume) and also have a set of choices that do include this item. This column on the SharePoint side is also a choice column which defines the available options.

 

I hope that has clarified, and not confused.

WarrenBelz
Most Valuable Professional
Most Valuable Professional

Thanks @adoyle5 ,

Ozzie I assume - I am a Q'lander.

Now we need to drill down on what you want and where it is coming from.

Firstly, the Items of the drop-down - what are they.

Secondly, how do you identify the additional items and when is this done?

Third - to clarify, do you want only the selected item and the addition ones or all the possible selections and the additional ones?

Irish. But close..... 😁 

 

1) Items of the drop down in a litteral sense are ["Green", "Amber", "Red"] right now, in this example. However, there are other feilds I need to apply this logic too, and a posibility for the options to change in the future. So the hope is to have a way to pull the choices from the SharePoint Column instead. Not vital, but preferred. 

 

2) So for the New Item version of this App, I have the following to provide the choices:

 

Choices([@'SharePoint List'].Budget)

 

So in the example here, there would be three option (Green, Amber, and Red) with one of them already selected based on the Item selceted from the List.

 

3) Selected option and the other two available options only (for this example of a total of three options). No additional options.

WarrenBelz
Most Valuable Professional
Most Valuable Professional

Thanks @adoyle5 ,

I am still getting my head around this.

You have a drop-down off a Choices column (easy bit) - the output of this is 

YourDropdownName.Selected.Value

Are you saying that after selecting something in this, another drop-down needs the selected item in this one and some other items you will get from somewhere? You would do a collection first get the drop-down value, then the other fields (SP example shown)

ClearCollect(
   colDD,
   {OtherFieldName:YourDropdownName.Selected.Value}
);
Collect(
    colDD,
    Filter(
        YourSPPList,
        YourFilterCriteria
    ).OtherFieldName
)

Your Items of the other Drop-down would be colDD.

 

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

 

WarrenBelz
Most Valuable Professional
Most Valuable Professional

Hi @adoyle5 ,

Just checking if you got the result you were looking for on this thread. Happy to help further if not.

 

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

 

@WarrenBelz - I'm sorry. This week has been mental, and I have tried four times to reply to you and taken so long that the website timed me out. Here goes the 5th time.

 

I think its best if I give an example from a users perspective.

 

A user logs into SharePoint and sees the list of items. They click on Project A and click Edit. They should see the following:

Project Name: Project A

Schedule: Amber

Budget: Green
Resource: Red

 

The user can now change Resources by clicking the Dropdown and should see all three options (Green, Amber, and Red), they select Green, and Click Save.

 

They can now click on another item and edit to see:

Project Name: Project B

Schedule: Green

Budget: Red
Resource: Red
These are the values saved for Project B. Etc.

 

I can figure out how to have the options available (but it defaults to the top option of Green, regardless of what value is saved)

- OR -

I can show the current saved option, but not have the other options available

 

What I need to to have the Dropdown options available, but set which should be selected.

 

I hope this has helped clear up what I am trying to do. There are screenshots attached too relating to the examples above.

Let me know if I'm confusing matters more than anything.

WarrenBelz
Most Valuable Professional
Most Valuable Professional

Thanks @adoyle5 ,

What I cannot see in the below is the structure of your form. Is the whole screen are below the yellow header all one form?

If so, what are the Items and Default of the drop-downs on the left?

ProjectB.pngProjectA.png

So technically, none of this is in a form. These are all independent inputs that I'll be gathered into a Collect() at the end, and the collection passes to SharePoint.

 

So the Items in the Dropdowns are just Green, Amber, and Red. I'm not sure whats in Default. I'm on mobile right now, so can't check. I will update with whats there when I can, but I haven't edited it, so Default is whatever it is by default. 

WarrenBelz
Most Valuable Professional
Most Valuable Professional

Thanks @adoyle5 ,

I am trying to see the structure to work out how you would pass the values.

Hi @WarrenBelz ,

 

Attached are some screenshots.

FormOverview is a quick screenshot of the rest of the form. It is a mix of Text, Dates, and dropdowns. All aligning to one SharePoint List.

FormOverview2 is a screenshot of the items in the Tree View, to show that these are not part of a From or Gallary.

 

I checked the Values in Items and Default for you too:

Items: Choices('SharePoint List'.Schedule)

Default: "1"

 

You asking about the default though, made me think to change that, but I tried changing it to "SharePointIntegration.Selected.Schedule.Value" which didn't work. I assume because the outcome of that is text, when it wants a number?

 

 

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