A picklist is a dropdown list that provides users with a list of valid values to select from. Filtered picklists contain more complexity and reference other lists in a model: the driver and filter lists. Selections made in a driver list determine what users can select in a filter list.

One-to-many filtered picklists map single list items in a driver list to multiple list items in a filter list. For example, Senior Director in the Role list qualifies for Plan B and Plan C in the Compensation Plan list.

Create your driver and filter lists in General Lists in the model settings bar. Ensure both lists contain list items.

For example, the Role list (driver) includes the Executive, Senior Director, and Team Leader list items. The Compensation List (filter) includes the Plan A, Plan B, and Plan C list items.

Create a list property in the filter list

  1. Select General Lists in the model settings bar, select the filter list, then select Open.
  2. Select Properties > Insert, then create a driver list property. For example, Role (driver). 
  3. Select OK. 
  4. Select the driver list property, then select the ellipsis (...) in the Format column.
  5. Select List in the Type dropdown, then select the driver list in the List dropdown. 
  6. Select OK.

Map list item relationships between the driver and filter lists

  1. Select Grid View in the filter list.
  2. Map the relationships between list items in the driver and filter lists. For example, Senior Director maps to Plan B and Plan C.

ParentCodeRole (driver)
Plan A

Executive
Plan B

Senior Director
Plan C

Senior Director
Plan D

Team Leader
Plan E

Staff Member

Create a module for the filtered picklist

  1. Select Modules in the model settings bar, then select Insert Module.
  2. Insert two line items on columns that represent the driver and filter lists. For example, Role and Compensation Plan. In this example, you can also add the Employees list on rows, and remove Time. 
  3. Select OK.
  4. In Blueprint , select the driver line item, then select the ellipsis (...) in the Format column. 
  5. Select List in the Type dropdown, then select the driver list in the List dropdown. 
  6. Select OK.
  7. Select the filter line item, then select the ellipsis (...) in the Format column.
  8. Select List in the Type dropdown, then select the filter list in the List dropdown.
  9. Select Dependent in the Filter options, then select the driver list in the Filter based on data in dropdown to view combination examples. If you want users to access all list items in the filter list, select Allow access to unfiltered items in the Format dialog to enable Show All at the bottom of the filtered picklist.
  10. Select OK.

In your module, you can map list items in the driver line item to valid values in the filter line item.


RoleCompensation Plan
Employee AExecutivePlan A
Employee BSenior DirectorPlan B
Employee CSenior DirectorPlan C
Employee DTeam LeaderPlan D
Employee EStaff MemberPlan E