Hi All,
I am building a checklist for my Team and I want it to display a list of software based on someones Job Role.
I have 2 lists built out.
The first list is titled "RoleBasedGroups"
This list contain the list of job role groups we have in our organization.
Title
Accounting
Finance
Executive
HR
IT
The second list is Title Software and contains a list of software someone would need installed in that job role.
Title | Group |
Adobe Acrobat Pro | Accounting HR IT |
Citrix | Accounting Finance Executive HR IT |
Microsoft Project | IT |
Microsoft Visio | IT HR Finance |
VPN | Executive Finance HR IT |
What I would like to do is have a drop-down where someone can select a specific role and then a list of software that role needs is displayed. I have been trying to figure this out for a while now.
In my drop-down I was told to leave the default value as "RoleBasedGroup.Title"
I've been looking for ways to then output the list of software based on the selection in the drop down.
For the life of me I am struggling to figure out what I need to do in order display the list of software in a text field.
Solved! Go to Solution.
Hi @ZDowning20 ,
Let me make sure something firstly:
RoleBasedGroup list
1)Title field(text type): job name
2)Assigned Software(lookup field allows multiple value): softwares
Do you want to
1)choose a job in a drop down, then display its related softwares in a list box?
2)update with the job and softwares value?
If so, I didn't show you how to change formula about updating.
Could you tell me whether you use Patch function or Submit function to update?
Try this:
1)if you update data use patch function
set the drop down's Items:
RoleBasedGroup
set drop down's Value:
Title
set list box's Items:
Dropdown1.Selected.'Assigned Software'
The update formula:
Patch(RoleBasedGroup,Defaults(RoleBasedGroup),{Title:DropDown1.Selected.Title,'Assigned Software':Concat(Dropdown1.Selected.'Assigned Software',Value&",")})
2)if you update data use Submitform function
set the drop down's Items:
RoleBasedGroup
set drop down's Value:
Title
set list box's Items:
Dropdown1.Selected.'Assigned Software'
Title datacard's Update:
Dropdown1.Selected.Value
'Assigned Software' datacard's Update:
Dropdown1.Selected.'Assigned Software'
Best regards,
@ZDowning20 Are you using SharePoint list? Are you using look up column to create relationship or just typing the information?
@ZDowning20 Or what you can do is reverse the relationship in your lists. Right now it's one to many between Software and RoleBasedGroup. You can make one to many between RoleBasedGroup and Software. That way it would be easy.
Yes these are custom SharePoint lists. If I do change the relationship around how would I be able to display the list of software in the text field?
@ZDowning20 You can create a drop down control and set it's Items property to - ShowColumns('RoleBasedGroups',"Title")
Then on the text box field - LookUp('RoleBasedGroups', Title = Dropdown1.Selected.Title).ColumnName(Where you are storing software information specific to each role)
Hi @ZDowning20 ,
Do you want to display the software list based on selected role?
Could you show me the structure of RoleBasedGroups list and Software list, the field name, field data, field data type?
Here's my advice:
1)RoleBasedGroups list:
Role field(text), Group field(text)
2)Software list:
Title field(software name, text),Group field( look up type, looks up to Group field in RoleBasedGroups list, allow multiple values)
3) the app:
connect the app with the two lists
insert a drop down(named Dropdown1) to select Role
set the drop down's Items:
RoleBasedGroups
set the drop down's Value:
Role
insert a gallery to display the filtered software based on the selection of role
set the gallery's Items:
Filter(Software,Dropdown1.Selected.Group in Group.Group)
Then the gallery will only display the filtered soft wares.
Best regards,
@FlowMohit
I've re-ordered my Data how you suggested.
It now looks like this:
RoleBasedGroup
Title | Assigned Software |
Accounting | Citrix Adobe Acrobat Pro VPN |
IT | Citrix Microsoft Project VPN |
e.t.c
I see the advantage of doing this because I would be able to add more columns in the future for items we might want to categorize by role.
I created the dropdown and set the property to ShowColumns('RoleBasedGroup', "Title"
When you say text box field does it matter if it is a text input field and I put it into displaymode.view
I entered - LookUp('RoleBasedGroup', Title = ddRBG.Selected.Title).'Assigned Softwre'
When I do this i keep getting an error here:
with description - Expeted Text Value.Data.Default
what is the type of Assigned Software field in SharePoint?
The error you are getting is because you are trying to bind table values to a label control.
Hi @ZDowning20 ,
Could you tell me what is 'Assigned Software' field data type?
Do you want to get all the software based on the selection of ddRBG drop down?
I assume that 'Assigned Software' field is a choice field that allows multiple choice.
If so, I suggest you display all the software in a listbox.
Set the list box's Items:
LookUp('RoleBasedGroup', Title = ddRBG.Selected.Title).'Assigned Softwre'
If you insisting using a label to display all the software, please set the label's Text:
Concat(LookUp('RoleBasedGroup', Title = ddRBG.Selected.Title).'Assigned Softwre',Value&",")
//the result of LookUp('RoleBasedGroup', Title = ddRBG.Selected.Title).'Assigned Softwre' is a table. So you need to use Concat function to transfer the table to text.
Best regards,
The 'Assigned Software' data field is a smart lookup to another list.
I did end up using a listbox with your formula and that worked great!
A couple problems I have run into now are:
#1 It does not remember my selection from the drop down when I look at the data in list view. I have to click on the "Required Info" error and selecting a role from the drop down again.
#2 It does not display the data for 'Assigned Software' in list view either. It does display when you create the entry though.
Thanks for all the help thus far!
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