Re: creating a dropdown list of current team membe...

rshamah · 02-26-2025 12:52 AM

I am trying to create a dropdown list with the current team members (member_email) who is_active = TRUE for a particular client_ID. The Team Assignments table has 1 row per team member assignment and lists the assignment as active or not. Any client can have 1-10 team members.

In my Referral Update form, I'm trying to create a dropdown with the current active team members so whoever is completing the form can update the team composition as things progress. The Updates table has a column remove_member_email which I cannot figure out how to setup.

I made a virtual column in the Updates table assignmentsXclient with the expression here, and that populates with the right information in the Update detail view. I can't seem to get those values into the form-

Split(
CONCATENATE(
SELECT(
Team Assignments[member_email],
AND([client_ID]=[_THISROW].[client_ID],[is_active]=TRUE)
)
), ","
)

I also used this expression in the remove_member_email column. It looks like it works when I click "test" but again, nothing right is populating in the dropdown-

SELECT(
Team Assignments[member_email],
AND(
[client_ID] = [_THISROW].[client_ID],
[is_active] = TRUE
)
)

I've tried enumlist with Ref to Team Members (where team members are stored), and enumlist with text, and all sorts of variations based on other dropdowns I created, but nothing is working. What am I missing??

This is the closest I got with the assignmentsXclient

Gustavo_Eduardo

I don't think this is going to work:

Split(
  CONCATENATE(
    SELECT(
      Team Assignments[member_email],
      AND([client_ID] = [_THISROW].[client_ID], [is_active] = TRUE)
    )
  ), ","
)

Instead, leave it simple and apply it directly in the "Valid If" property rather than using a virtual column:

SELECT(
  Team Assignments[member_email],
  AND(
    [client_ID] = [_THISROW].[client_ID],
    [is_active] = TRUE
  )
)

Summary:

Move SELECT() into Valid_If in remove_member_email.
Ensure remove_member_email is an Enum or EnumList.
Use Ref if team members exist in another table.

What type of column is remove_member_email?
Make sure it is an EnumList. If users are stored in a separate table, ensure it is an EnumList with base type Ref to that table.

SELECT(
  Team Members[member_email],
  IN([member_email],
    SELECT(
      Team Assignments[member_email],
      AND([client_ID] = [_THISROW].[client_ID], [is_active] = TRUE)
    )
  )
)

MiguelPilo

Para realizar una lista desplegable dentro de un formulario en base a una condicion deseada lo primero que debes de seguir los siguientes pasos:

Asegurate que la columna deseada sea de tipo EnumList y que sea de tipo REF a la tabla de Team members.
Dentro de la configuración de la columna dirigete a: Auto Compute -> Suggested values
Selecciona la lista de valores deseados utilizando la siguiente fórmula

SELECT(
Team Assignments[member_email],
AND([client_ID] = [_THISROW].[client_ID],
[is_active] = TRUE() )
)

o también la propuesta de @Gustavo_Eduardo funciona perfectamente.

La clave de todo es el punto #2 "Suggested values " y también asegurate de que la columna [member_email] de la tabla Team Assignments es una columna referenciada a la tabla Team Members, desde donde deberás de seleccionar la columna email como etiqueta.

rshamah

Thank you both for your help. Neither of these worked. Yes my column is set to enumlist- ref- team members. I have a few other enumlist type columns that work but this one is not cooperating. I don't imagine I know what I'm talking about, but I'm thinking it may have to do with my data being many to many.

creating a dropdown list of current team members

Summary: