Form Builder Conditional Picklist Setup in CTW8.1

Update to Form Builder Conditional Picklist Setup

On the Conditional Picklist form item in Form Builder, the configuration options have been updated to allow you to filter the list of selections and/or default values to automatically select when considering more than one User Table. Previously, this could only be done using a single User Table. The screen layout will be a bit different now since you are allowed to select up to three values to depend on.

On the picklist tab of a conditional picklist item, you will now three sets of the following items: “Column To Match On” and “Form Item Value For Column.”

Setup Directions

• From the Main Menu Select Form Builder.
• Create a new form or select an existing form.
• Add Picklist Form items.
• On the Picklist tab fill in the User Table and Column as well as any of the optional settings.
• Fill in the “Column To Match On” and “Form Item Value For Column” to create the desired cascade functionality. (See details in the Next Step.)
• Press the Publish button to save your changes to the form.

In the scenario shown here the Crop, the Variety, and the State Specific Variety Code are maintained in separate User Tables.  However, with this new feature, the Picklist can still cascade from one to another even though different tables are  being used. The tables will need to have some data in common so that the data can be cross referenced from one table to the next. For instance, the Variety table must also list the crop. That way when a crop is selected only the varieties for that crop will be listed.

Below is the configuration for the State Specific Variety Code. The state is an AROQ, which will automatically be populated on the form once the asset is selected. The user will select the value “Crop” and “Variety” and then with those three pieces of data, the State Specific Variety Code will automatically populate with a default value.

• In the “Table” column, the UT_State_Crop_Variety was selected for this example.
• The value Column was selected as the display column.
• CropName was selected in the Column To Match On(1).

Below are the options to select from for the “Column To Match On.” These are the column names in the User_Table_UT_State_Crop variety, which was selected as the Table.

• Then in the “Form Item Value For Column(1)”, select the form item for this form that corresponds to the previous value you selected in “Column to Match On(1).”
• Select the Crop Form item to use to match to the CropName Column in the User Table.
• Repeat the process for the 2nd and 3rd set of items.

Notice this list is a list of any Picklist items on the Form, as well as the State AROQ, where a User Table was used to default the value. To use an AROQ in the Picklist Cascade, select the Defaults tab and configure the Table and Column to a User Table.