Configuring cascading drop-down lists
Reduce the time that is needed to complete a form by creating a group of drop-down lists that take cues from each other, and adjust the available options depending on choices that the user makes in the interface.
For example, in a mortgage application you can configure two cascading drop-down lists: for the mortgage type, and for the product type. First, the user selectsNew mortgageas the type of mortgage. In response to the first selection, the product type drop-down list displays only new mortgage products, and hides other types of mortgage loans.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Data model tab, click Add field.
- In the Configure field dialog box, in the Field name field, enter the name of the first drop-down list.
- In the Type list, select Picklist.
- In the Display as list, select Drop-down list.
- In the Picklist options list, select Data page, and then, in the empty field to the left, select the list from which you want to source the data.
- In the Identifier field list, select the field by which you want to sort the items in the drop-down list.
- In the Display field list, select the field whose content you want to display in the drop-down list.
- Click Submit & add another.
- In the new dialog box, configure the second drop-down list by performing 3 through 6.
- In the Data page parameters node, in the Type field, select Another field, and then in the empty field below, select the name of the list that you defined in step 3.
- In the Identifier field list, select the field by which you want to sort the items in the drop-down list.
- In the Display field list, select the field whose content you want to display in the drop-down list.
- Click Submit.
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