General Discussion

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz

Hello Moritz,

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

Depending on how much information needs to be pulled in, I would certainly go the repeat section method to get the data in but as you mentioned, it will need to be triggered by a dropdown or radio button

One approach you can take is at the very top of your form, create a hidden text field and under the properties of the check off the "Use Mobile user's username as the default value" you can then use that in Conditional Logic to trigger the push to repeat from your data source and will allow you to filter the data in the dropdown before pushing into the repeat. 

Your conditional logic rule would look like "IF [hidden text field] is ANSWERED THEN Set [Dropdown] to a value that applies to the rows that you want to push into the repeat. 

If your data source doesn't have a column that is common across all rows that need to be pushed, it is common that customers will add a column to their data source all with the same value (lets say 1) so you can set the dropdown field to 1, apply the filter from the radio button, and then push everything into the repeat.

If I am completely in left field on this answer, feel free to send me a message with the form/data that you are looking to get into the form and I can see what it all looks like.

Thank you 

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz

Hi Ian,

thanks for your reply. 

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

=> Yes, thats correct.

I will check out Conditional Logic to trigger the push to repeat and let you know if it works as required.

best regards

Moritz

Hello Moritz,

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

Depending on how much information needs to be pulled in, I would certainly go the repeat section method to get the data in but as you mentioned, it will need to be triggered by a dropdown or radio button

One approach you can take is at the very top of your form, create a hidden text field and under the properties of the check off the "Use Mobile user's username as the default value" you can then use that in Conditional Logic to trigger the push to repeat from your data source and will allow you to filter the data in the dropdown before pushing into the repeat. 

Your conditional logic rule would look like "IF [hidden text field] is ANSWERED THEN Set [Dropdown] to a value that applies to the rows that you want to push into the repeat. 

If your data source doesn't have a column that is common across all rows that need to be pushed, it is common that customers will add a column to their data source all with the same value (lets say 1) so you can set the dropdown field to 1, apply the filter from the radio button, and then push everything into the repeat.

If I am completely in left field on this answer, feel free to send me a message with the form/data that you are looking to get into the form and I can see what it all looks like.

Thank you 

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz

Hi Moritz,

I'd love to hear the use case behind all of this -- there might be a better way to solve it if we know the underlying problem you're trying to solve, and what you're trying to provide to your field users.

Warmly,

Hi Ian,

thanks for your reply. 

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

=> Yes, thats correct.

I will check out Conditional Logic to trigger the push to repeat and let you know if it works as required.

best regards

Moritz

Hello Moritz,

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

Depending on how much information needs to be pulled in, I would certainly go the repeat section method to get the data in but as you mentioned, it will need to be triggered by a dropdown or radio button

One approach you can take is at the very top of your form, create a hidden text field and under the properties of the check off the "Use Mobile user's username as the default value" you can then use that in Conditional Logic to trigger the push to repeat from your data source and will allow you to filter the data in the dropdown before pushing into the repeat. 

Your conditional logic rule would look like "IF [hidden text field] is ANSWERED THEN Set [Dropdown] to a value that applies to the rows that you want to push into the repeat. 

If your data source doesn't have a column that is common across all rows that need to be pushed, it is common that customers will add a column to their data source all with the same value (lets say 1) so you can set the dropdown field to 1, apply the filter from the radio button, and then push everything into the repeat.

If I am completely in left field on this answer, feel free to send me a message with the form/data that you are looking to get into the form and I can see what it all looks like.

Thank you 

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz

Hi Ian, Hi Erin,

I got my form to work with Ians trick. It seems like an undocumented feature to me that dropdowns are not pushing the selected value to repeatable sections, but the list of possible selections. But still, i'm not quite happy because the number elements that can filter data - in this case dropdowns or radio buttons - is finite. Filter-elements cannot be created based upon the content of a datasource as far as I understand.

Erin, thanks for your offer to help me with the underlying problem. I cannot share my datasource, but I have created a demo case that should show the difficulties. Here is the data source:

Here is what I need to do:

• The technician gets a list of streets to choose from. This list should not contain duplicate entries.
• After he has selected one or multipe streets, he should get to choose one or more parameter types.
• After he has chosen the parameter types he wants to see, he should see a list that shows the rows of the data source that correspond to the selected streets and parameter types.

I can easily populate a multiselect with the Street names (and hide duplicated), but I haven't found a solution how to show the parameter types based on the selection in the streetname-multiselect.

best regards

Moritz

Hi Moritz,

I'd love to hear the use case behind all of this -- there might be a better way to solve it if we know the underlying problem you're trying to solve, and what you're trying to provide to your field users.

Warmly,

Hi Ian,

thanks for your reply. 

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

=> Yes, thats correct.

I will check out Conditional Logic to trigger the push to repeat and let you know if it works as required.

best regards

Moritz

Hello Moritz,

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

Depending on how much information needs to be pulled in, I would certainly go the repeat section method to get the data in but as you mentioned, it will need to be triggered by a dropdown or radio button

One approach you can take is at the very top of your form, create a hidden text field and under the properties of the check off the "Use Mobile user's username as the default value" you can then use that in Conditional Logic to trigger the push to repeat from your data source and will allow you to filter the data in the dropdown before pushing into the repeat. 

Your conditional logic rule would look like "IF [hidden text field] is ANSWERED THEN Set [Dropdown] to a value that applies to the rows that you want to push into the repeat. 

If your data source doesn't have a column that is common across all rows that need to be pushed, it is common that customers will add a column to their data source all with the same value (lets say 1) so you can set the dropdown field to 1, apply the filter from the radio button, and then push everything into the repeat.

If I am completely in left field on this answer, feel free to send me a message with the form/data that you are looking to get into the form and I can see what it all looks like.

Thank you 

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz

Hi Moritz,

Thanks for the clarification! I've discussed this with our team and we wondered if you'd taken a look at two features that would perform better for your field users than pushing a whole data source into a repeatable section:

1. Data Source Partitions: These would allow you to filter out duplicates and add a lot more filter options.
2. Data Source Multi-Column Display and Sorting: https://docs.truecontext.com/1374411/Content/Features/DataSources/MultiColumnAndSort.htm

We believe the latter may be more what you're looking for. 

Warmly,

Hi Ian, Hi Erin,

I got my form to work with Ians trick. It seems like an undocumented feature to me that dropdowns are not pushing the selected value to repeatable sections, but the list of possible selections. But still, i'm not quite happy because the number elements that can filter data - in this case dropdowns or radio buttons - is finite. Filter-elements cannot be created based upon the content of a datasource as far as I understand.

Erin, thanks for your offer to help me with the underlying problem. I cannot share my datasource, but I have created a demo case that should show the difficulties. Here is the data source:

Here is what I need to do:

• The technician gets a list of streets to choose from. This list should not contain duplicate entries.
• After he has selected one or multipe streets, he should get to choose one or more parameter types.
• After he has chosen the parameter types he wants to see, he should see a list that shows the rows of the data source that correspond to the selected streets and parameter types.

I can easily populate a multiselect with the Street names (and hide duplicated), but I haven't found a solution how to show the parameter types based on the selection in the streetname-multiselect.

best regards

Moritz

Hi Moritz,

I'd love to hear the use case behind all of this -- there might be a better way to solve it if we know the underlying problem you're trying to solve, and what you're trying to provide to your field users.

Warmly,

Hi Ian,

thanks for your reply. 

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

=> Yes, thats correct.

I will check out Conditional Logic to trigger the push to repeat and let you know if it works as required.

best regards

Moritz

Hello Moritz,

Just to make sure that I understand, you have a datasource that contains some information that needs to be pulled into the form. The data that gets pulled into the form needs to be filtered before getting pulled in by a radio button that is answered in a previous question? Is that correct? 

Depending on how much information needs to be pulled in, I would certainly go the repeat section method to get the data in but as you mentioned, it will need to be triggered by a dropdown or radio button

One approach you can take is at the very top of your form, create a hidden text field and under the properties of the check off the "Use Mobile user's username as the default value" you can then use that in Conditional Logic to trigger the push to repeat from your data source and will allow you to filter the data in the dropdown before pushing into the repeat. 

Your conditional logic rule would look like "IF [hidden text field] is ANSWERED THEN Set [Dropdown] to a value that applies to the rows that you want to push into the repeat. 

If your data source doesn't have a column that is common across all rows that need to be pushed, it is common that customers will add a column to their data source all with the same value (lets say 1) so you can set the dropdown field to 1, apply the filter from the radio button, and then push everything into the repeat.

If I am completely in left field on this answer, feel free to send me a message with the form/data that you are looking to get into the form and I can see what it all looks like.

Thank you 

Hi,

I have a data source that I would like to show my technicians for informational purposes. The data source must be filtered by a radio button. 

This is what I have tried:

1. Populating a Multiselect: When populating a multiple select from a data source, it seems like the multiselect is unfortunately collapsing and showing its entries only after clicking on it. Thats not what I want. The information should be shown in a list without having to perform any additional clicks.
2. Populating a repeatable section: As far as I can see, repeatable sections can only be populated by dropdown or radio buttons.

Do you have any advice how to do that? Is there something like a simple list item that can be populated by a filtered data source? As I mentioned, it is very important to me that the technicians don't have to hop into a dropdown menu or similar controls.

best regards

Moritz