Create a Dependent Dropdown on a List

  • 20 March 2024
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Setting up dependent dropdowns on a List is a two step process. The first step is to establish a configuration Metric that shows the connection between the dropdowns. The second step is to map the Dimensions to the location where you’ll use the dropdowns. You can now do both steps in the same process in our configuration Metric wizard. 

 

To perform this task, you need the Can Configure Block permission.

 

Before you Begin

  • When you set up a configuration Metric, it must be of Boolean type.
  • The Metric's structure must contain the exact same Dimensions as the Properties you wish to connect.
    The Metric needs to establish a relationship with a minimum of two Dimensions.
  • Shared Metrics with these criteria can be used as configuration Metric.
  • The Metric's structure must match the Dimensions that are used as dropdowns in List Properties.
  • After you set up the configuration Metric, it can be used for multiple connections.
  • If a Property is mapped once, it cannot be mapped again.
     

Create a Dependent Dropdown on a List

  1. Go to the List where you need to set up a dependent dropdown. 
  2. Click the Settings icon. 
  3. Click Dependent dropdowns, and then click Connect Properties. 
  4. From the menu, select the Properties you want to connect.
    These Properties have the dropdown items linked to each other. These can only be Properties of type Dimension, and you need to select at least 2 properties of different Dimensions. 
  5. Do one of the following:

    Use an existing configuration Metric. If a matching Configuration Metric already exists, select it from the menu.
    Create a new configuration Metric. If no configuration Metric exists, you’re prompted to create a new one. We explain how to do this using the wizard below. 
     
  6. (Optional) In the Dependent dropdown section of your List settings, you can review, edit, and delete your dependent dropdown.  
  7. (Optional) Open the new configuration Metric in Block Explorer to view the linked connections for each Property. 
     

Create a New Configuration Metric​​​​​​​

When you create a new configuration Metric, the configuration wizard opens a Metric in Boolean format. It also displays the Dimensions used in your selected Properties in rows or columns, and pages. 

To set up the new configuration Metric: 

  1. In the Connect configuration pane, click Create new configuration.
  2. In the wizard, do one of the following: 
    - Write a formula in the Formula field. 
    - Select the checkboxes to specify the linked connections that you need.
  3. Click Save Configuration
  4. Enter a name for your new configuration Metric and click Save configuration.
     


​​​​​Editing Dropdown Connections 

 

After a connection is established, you can continue to fill or adjust the data in the Metric that was used to configure the connection.  It will not affect any inputs that were used in the dropdowns.

However, if the configuration Metric dimensions are adjusted or the data type changes, this will break the connection.


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