1. Modeling
  2. Build Models
  3. Dropdown picklists
  4. One-to-Many Filtered Picklists

In its most basic form, a filtered picklist is configured in a one-to-many relationship: the one part of the relationship is represented by a driver list and the many by a filter list. When a single item in the driver list is selected, users can select from a subset of the filter list.

Filtered picklists can only be created from line items with the format List.

The Format dialog

When setting up a dependent relationship, understanding the data displayed in the Format dialog is key to ensuring that filtering works as you want it to.

  1. The format type for the line item in the module.
  2. The name of the filter list.
  3. The name of the driver line item in the module.
  4. The name of the property and list (property.driver).
  5. The name of the property and item (property.(ITEM)).
  6. An example of the mapping between the driver and filter items.

Examples of valid combinations are displayed to help you choose the correct configuration.

If more than one set of filtered picklists are configured in a model, it will be necessary to select appropriate values from the Properties that define valid combinations dropdowns.

Configure a one-to-many dependent relationship

  1. Create a driver list and add list items.
    This list has no properties applied to it.
  2. Create a filter list; and add list items; create a driver and a filter property.
    This list has two properties applied to it, a driver property list-formatted to the driver list; and a filter property, list-formatted to the filter list.
    1. In Model Settings > Lists and Rollups, open the filter list and click the Properties tab.
    2. Click the Insert button and add two properties, one to represent the driver list and one, the filter list.
    3. Configure the driver property:
      • Click the Properties tab and the ellipsis in the Format field of the driver property. The Format dialog displays.
      • From the Type dropdown, select List; from the List dropdown, select the driver list name; and click OK. The Properties tab displays.
    4. Configure the filter property:
      • Click the ellipsis in the Format field of the filter property. The Format dialog displays.
      • From the Type dropdown, select List; from the List dropdown, select the filter list name; and click the Filter: Dependent check box. Further options are displayed.
      • From the Filter Listname based on data in dropdown, select the filter property name. If the selections made are a valid combination, examples of the relationship are displayed.
      • Click OK. The Properties tab displays.
  3. In Grid View of the filter list, define relationships between the driver list items and the filter list items.
    1. Select the filter list and click the Grid View tab. You will see each item in the filter list down the left of the screen and, to the right of the screen, a column for the driver property.
    2. To create relationships between the items in both lists, use the dropdown in the driver property column to select an item for each item in the filter list.
  4. To display the list items and add data, create a single dimension module with two properties: one list-formatted to the driver list; and one to the filter list.
    1. Create a new module containing two line items, one representing the driver list and one the filter list.
    2. Click the Blueprint icon on the toolbar.
    3. Configure the driver property.
      • Select the driver property name and in the Format field, click the ellipsis. The List dialog displays.
      • From the Type dropdown, select List; from the List dropdown, select the driver list name; and click OK.
    4. Configure the filter property.
      • Select the filter property name and in the Format field, click the ellipsis. The Format dialog displays.
      • From the Type dropdown, select List; from the List dropdown, select the filter list name; and select the Filter: Dependent check box. Further options are displayed.
      • From the Filter Listname based on data in dropdown, select the driver property name. If the selections made are a valid combination, examples of the relationship are displayed.
      • Click OK.

    The configuration in a Format field cannot be copied between line items in module Blueprint. Dependent filtering cannot be enabled in a copy action – it requires manual intervention to select the Filter: Dependent check box.

    Troubleshooting

    • Regardless of the kind of filtering applied, users can select Show All (the last item on the picklist) to display all the items in that list. Administrators can disable this option in Blueprint, using the Format dialog of a list-formatted line item. De-select Allow access to unfiltered items to prevent the Show All option displaying. Users will then see only the values defined by Selective Access.

    • Where no items are assigned and the field is blank, when a user selects that item, the dropdown list will display No Results.

    • Filter items are reliant on a driver item being selected first. If you don't select a driver item from a dropdown, then attempt to select an item from the filter list dropdown, the system will display No Results.