Hello,
I am trying to figure out (and I'm sure it's an easy one for this group) how to create dependent field based on a drop down.
My situation is this, I have two fields. The first is a drop down called 'representative' and depending on what is selected, I want to the corresponding manager's name to populate in the 'manager' field which is a text field.
I figured out how to do this with an excel spreadsheet as a source, but I want to move away from that and use a SharePoint list, so I have all the data in my SharePoint list, but for some reason I am having an issue on how to get this to work.
My SharePoint list has the columns Manager, Representative, and the SP list is called 'Specialist List' - so just not sure what I am missing. Thought that this would be an easy conversion?
Solved! Go to Solution.
Just for a try, replace Reg_Ops_Rep_Drop_Down.Selected.Value with Reg_Ops_Rep_Drop_Down.SelectedText.Value - that's an older, deprecated syntax, but it may work.
If that doesn't work, please do share your Items code for the drop down
Try this in the Text property of the Manager label:
LookUp('Specialist List',
Representative = DropDown1.Selected.Text,
Manager
)
I am assuming your dropdown is named DropDown1.
Hope that helps,
Bryan
Hello - thank you for replying - but unfortunately that did not work. I've watched video after video and I feel that this should be a fairly easy thing, but there has to be something small that I am missing.
Here is a screen shot of what you sent me and the error it generated (My drop down is called: Representative Drop Down_Eval)
And here is a sample of the sharepoint list that I have as far as the format. There are a few other columns, but this is basically what I'm trying to accomplish - when you select the representative, I want their managers name to auto-populate in the text field. I have this functionality all figured out using tables in excel, but I want to move away from that if I can.
Specialist Account | Manager | Representative |
ACCT.FimembershipRep1@Sample.edu | Smith | Joe K |
ACCT.FimembershipRep2@Sample.edu | Johnson | Sally B |
ACCT.FimembershipRep3@Sample.edu | Johnson | Rob P |
ACCT.FimembershipRep4@Sample.edu | Smith | Holly R |
ACCT.FimembershipRep5@Sample.edu | Kline | Peter Z |
You may have to use this instead:
LookUp('Specialist List',
Representative = 'Representative Drop Down_Eval'.Selected,
Manager
)
I noticed you changed the code to the Specialist column in the list - does that column exist in your list, and is it represented by the choices available in the dropdown?
Bryan
Hi Bryan,
Thank you again for helping. That didn't seem to stick either.
I changed Representative to Specialist because the column I have in my SP list is called 'Specialist' (we sadly did a title change a few months ago from Specialist to Rep), so that is why. I'm going to PM you what my SP list looks like and see if that helps at all?
Here are the columns to my SP list. We had a title change a few months ago, so 'Specialist' is now 'Representative' - but I left the original column heading since I had other reports / apps attached to this.
So I have all the information here, but I want to have the text field auto-populate the manager and email, depending on which specialist is selected from the drop down.
Thanks, can you confirm what kind of columns Manager, Email, and Specialist are? Are they all single line of text, or are we working with some People columns here?
Hey @ianallen13V2 ,
Can you hover on this "=" char, you should see the Error when you do, we're probably having issue with Type Mismatch, on one side you can have text, on other Record or other data type.
Yes - sorry for the delay.
Give this one a try:
LookUp('Specialist List',
Specialist = 'Representative Drop Down_Eval'.Selected.Value,
Manager.Value
)
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