Dependent Dropdowns will allow end users to enter information faster and more accurately. Let’s use an inventory management use case as an example. In this scenario specific parts only come from one vendor. While writing a PO to order more parts, TrackVia can now filter parts for only those provided by the vendor on the PO. That means, no more guessing or accidentally picking the wrong part!
To set up the dependency, admins will go from the form designer and edit the field they would like to filter. (In the image above, the field happens to be a Multi-Select Widget).
There is a new tab called “Rules”. Select that tab:
In the “Create a New Rule:” drop down select “Apply Filter” and the below setup screen will appear:
There are 5 major elements on this setup screen to be aware of. They are numbered in the image above and explained here accordingly:
Conditional Filtering - Just as you can select specific conditions for show/hide rules, you can also apply specific conditions for when the dependency is active. “Always” will leave the applied filter criteria active at all times.
Field to filter by - This is the field that will be filtering the choices. In the current version of dependent dropdowns, only the Record ID of the table will be available. Be careful, this can get confusing as Record ID up the relationship chain (Parent, Grand Parent, Great Grand Parent etc.) will all be available for filtering and may not reflect the field on the form that the users will be choosing.
Field that is being filtered - This is the field that will be filtered. In the current version of dependent dropdowns, only the Relationship Field will be available to be filtered.
Preferred View - This selection will be more for permissions purposes. And will only need to be selected from this screen in a handful of cases.
Reference sentence - The reference sentence is to help make it more clear as to what field is filtering what information and will automatically populate from selections made in 2 and 3. The sentence in the above image states:
“Show all Parts where [Parts] Link to Vendors is identical to [Vendors] Vendor ID”
That means: Show all parts from the parts table where the relationship to the vendor matches the Vendor ID that will be selected in the PO.
To learn more and get a more in depth tutorial, please visit the knowledgebase article here: http://help.trackvia.com/knowledgebase/articles/1093684
Here is a video for additional reference: https://youtu.be/YXojgcuvnzc
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Copy/Highlight Calculated Fields: Users will now be able to copy and paste the values from a calculated field. This includes calculated fields and trigger fields. This does not include fields that have been marked as read only.
Added a Checkbox to enable/disable an App Script:
Allow support for empty placeholders and fixed some placeholder custom text issues:
App script import fixes
Drill Down on line charts fixes
- Usability and error handling fixes