List Collector choices based on Reference field value

ss123
Tera Contributor

Hi!

In the Portal, we have this requirement in the catalog form where we need to filter the List Collector choices (sys_choice table) based on the value selected in Reference field (practice_group table)

 

Example:

When Reference field selected "Group 1", the List Collector choices should be [ G1, G2, G3 ]

 

When Reference field selected "Group 2", the List Collector choices should be [ B1, B2, B3 ]

 

Can I do this filtering via reference qualifier in the Collector field?

 

Thank you for your help.

1 ACCEPTED SOLUTION

Absolutely!  On the sys_choice table in this example thus far, we are only using the dependent_value field, so the other fields like Table (name) and Element (element) can be anything in this case.  To only show a subset of choices with the same dependent_value, you can use 2 different values in the element field - whatever you want them to be since this isn't used for anything else on these choices.  If you populate the element field with 'client_role' on one or more choices, then your reference qualifier on the Client Role variable would look more like this:

BradBowman_0-1693663293850.png

Then populate the element field with something else for the Transaction Type choices and set the reference qualifier on that variable with that same value.

 

View solution in original post

8 REPLIES 8

Absolutely!  On the sys_choice table in this example thus far, we are only using the dependent_value field, so the other fields like Table (name) and Element (element) can be anything in this case.  To only show a subset of choices with the same dependent_value, you can use 2 different values in the element field - whatever you want them to be since this isn't used for anything else on these choices.  If you populate the element field with 'client_role' on one or more choices, then your reference qualifier on the Client Role variable would look more like this:

BradBowman_0-1693663293850.png

Then populate the element field with something else for the Transaction Type choices and set the reference qualifier on that variable with that same value.

 

Thank you @Brad Bowman  ! 

You are welcome!

Hi Brad! I have similiar Issue. Right now I have a reference field "Requested For" (sys_user table), and List Collector "Groups that user should be removed from" (sys_user_grmember). I need to show only Groups that user is member of + some conditions like 'Active is true', 'Name starts with AB.'

 

Do you have any idea how could I achieve this?