Cascading Drop Down

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Cascading Drop Down

You can create cascading dropdown using the math functions in Impact Suite v5. Using the description of a pick list you can populate a second field. An example could be you are selecting an automobile and would like the price to be entered into a second field in the contact table.

Another example would be when selecting the ID/Status the drop down also populates a field named 'Active' based on the selection. For this example create a pick list with the descriptions filled in. These descriptions will be used to populate the second field. Here we have editing the ID/Status pick list to describe the active and non-active status of each in the description portion.

Second. We need to create a math formula to use this pick list.

In Act! go to the TOOLS menu and select IMPACT SUITE
Go to the MATH tab on the left side
Click on the [Create Formula] button
Select your result field ( in the screen shot below its 'User 3' )
Then copy and paste this code into the formula area.

You need to change two values in the formula.
a) "TBL_CONTACT.ID/STATUS" needs to be changed to the field with the drop down ( Notice this one is in QUOTES)
b) [TBL_CONTACT.ID/STATUS]" needs to be changed to the field with the drop down ( Notice this one is in BRACKETS)

6. Click the SAVE button

This code should be used when on the CONTACT table
'-------------------------------------------------------------------------------------------
' The code below is the formula for CONTACT. Copy down to and include the 'Return' line.
'-------------------------------------------------------------------------------------------
' Get the Contact Field Descriptor
' for the current field
' NOTE - This field should be in QUOTES
' example "TBL_CONTACT.ID/STATUS"
'-------------------------------------------------------------------------------------------
Dim fd as Act.Framework.Contacts.ContactFieldDescriptor = Durkin.Common.Classes.Contacts.GetContactFieldDescriptorByANY("TBL_CONTACT.ID/STATUS", Me.HostFramework)

'-------------------------------------------------------------------------------------------
' Return the 'Description' portion
' on the selected pick list item
' NOTE - This field should be in BRACKETS
'-------------------------------------------------------------------------------------------
Return Me.HostFramework.PickLists.GetPickList(fd).Items([TBL_CONTACT.ID/STATUS]).Description

This code should be used when on the Opportunity table
'-------------------------------------------------------------------------------------------
' The code below is the formula for Opportunity. Copy down to and include the 'Return' line.
'-------------------------------------------------------------------------------------------
' Get the Opportunity Field Descriptor
' for the current field
'-------------------------------------------------------------------------------------------
Dim fd as Act.Framework.Contacts.ContactFieldDescriptor = Durkin.Common.Classes.Opportunities.GetOpportunityFieldDescriptorByANYMutable(Me.HostFramework, "[field name]")

'-------------------------------------------------------------------------------------------
' Return the 'Description' portion
' on the selected pick list item
' NOTE - This field should be in BRACKETS
'-------------------------------------------------------------------------------------------
Return Me.HostFramework.PickLists.GetPickList(fd).Items([field name]).Description

This code should be used when on a custom table

'-------------------------------------------------------------------------------------------
' The code below is the formula for CUSTOM TABLES. Copy down to and include the 'Return' line.
'-------------------------------------------------------------------------------------------
' Get the Contact Field Descriptor
' for the current field
' NOTE - This field should be in QUOTES
' example "TYPE" ( DO Not add the leading table name )
'-------------------------------------------------------------------------------------------
Dim fd as Act.Framework.CustomEntities.CustomEntityFieldDescriptor = Durkin.Common.Classes.CustomSubEntity.GetFieldDescriptorByANYString("TYPE",SubEntityForm.GetEntityManager)

'-------------------------------------------------------------------------------------------
' Return the 'Description' portion
' on the selected pick list item
' NOTE - This field should be in BRACKETS ( Leading TableName required )
'-------------------------------------------------------------------------------------------
Return Me.HostFramework.PickLists.GetPickList(fd).Items([CUST_SupportAgreements.TYPE]).Description