1. Modeling
  2. Build Models
  3. Dropdown picklists
  4. Filtered Picklists and Actions

In this example, many-to-many relationships between a driver list and filter list items are configured using an Assign action.

To use an Assign action in the process, the valid combinations list must be a numbered list. In addition, the driver list must be the parent of the valid combinations list.

The example creates a data entry module where users can enter expense information. A many-to-many filtered picklist ensures that when a user selects an item in the Expense Item Type dropdown, valid options are displayed in the Pay Types Available dropdown filtered picklist.

Expense Item Type is a list-formatted line item, formatted on the Expense Types list (the driver list).Pay Types Available is a list-formatted line item, formatted on the Pay Types list (the filter list). Expense Types and Pay Types are simple lists with no list-formatted properties.

Configure a many-to-many filtered picklist using an Action

  1. Create a driver list; a filter list, and a valid combinations list. Add items to the driver list and the filter list.
    1. Create a driver list and add items to the list. (Expense Item Type)
    2. Create a filter list and add items to the list. (Pay Types Available)
    3. Create a valid combinations list with no items added to the list. (Pay Types for Expense Types)
  2. Configure the valid combinations list.
    1. In Model Settings > Lists and Rollups > General Lists, select the valid combinations list, select the Numbered check box, and click OK.
    2. Select the valid combinations list (Pay Types for Expense Type), click Open, and the Configure tab.
    3. From the Parent Hierarchy dropdown, select the driver list (Expense Types) and click the Apply button.
    4. In Model Settings > Lists and Rollups, open the valid combinations list and click the Properties tab.
    5. Click the Insert button, add a filter property, and click OK.
    6. Configure the filter property (Pay Types Available):
      • In the Properties tab, click the ellipsis in the Format field of the filter property. The Format dialog displays.
      • From the Type dropdown, select List; and from the List dropdown select the filter list name.
      • Click OK. The Properties tab displays.
  3. Create a single dimension module, using the valid combinations list (Pay Types for Expense Types).
    1. In Model Settings > Modules, select the Insert Module button:
      • Enter a name into the Enter module name field.
      • Add the valid combinations list.
      • Click OK.
    2. Select the View > Publish to Dashboard menu option and publish the list to a dashboard (Valid Combinations of Pay to Expense Types).
    3. Select Save & Exit Dashboard Designer from the dashboard menu.
  4. Create an Assign action to map driver list items to filter list items
    1. In Model Settings > Actions, select the New Action button, and Assign.
      The Assign dialog displays.
      • Enter a name in the Button text field; and select the valid combination.filter property combination from the Using list formatted property dropdown.
      • Click OK. The Actions dialog displays.
    2. Select the Action and the View > Publish to Dashboard menu option. Select the dashboard created earlier. The Dashboard Designer displays with the Action button at the bottom of the canvas.
    3. Select Save & Exit Dashboard Designer from the dashboard menu.
    4. In the dashboard, select an item from the list and click the Action button. A dialog displays to link the item selected with items from the filter list:

    5. Select items on the left of the screen and click the > icon to move them to the right of the screen, then click OK. The Assign action dialog closes and the items are added to the valid combinations list.
    6. Use the Assign action for each driver list item (Expense Types), defining relationships between the driver and filter lists. You can see the results in the Grid View of the valid combinations list: