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How to make a text multiplechoice from a text formula field

  • 1.  How to make a text multiplechoice from a text formula field

    Posted 01-24-2018 16:29
    I have a field called specialty and it has options.  I have a text formula field that Gives me GP or SP based on what option is select in the Specialty field.  I want to include the text formula field in a report and set it as ask user.  My problem is how do I get the field to be a multiple choice field of SP or GP without making the user actually type in GP or SP.


  • 2.  RE: How to make a text multiplechoice from a text formula field

    Posted 01-24-2018 16:42
    I think that you are asking how you can make those choices be a drop down and not have to be perfectly typed in.

    You can't.

    So Plan B is to either name a field [Enter SP or GP] and use that on your form (ie  make it a mirror field to your formula field,  with a formula of [My formula field]

    I know that is not what you want.

    My real suggestion is that I personally despise <ask the user> reports, so I try to have a report that lists all relevant records and then make the first Dynamic Filter be that choice for the user to filter the report after it runs.

     


  • 3.  RE: How to make a text multiplechoice from a text formula field

    Posted 01-24-2018 17:43

    Thanks,  I use Ask the User reports all the time.  It really works for us.  I'm not sure what you are saying when say make a mirror field to my formula field?  Can you expand?



  • 4.  RE: How to make a text multiplechoice from a text formula field

    Posted 01-24-2018 17:51
    I'm saying that I do not think it is possible to make the <ask the user> be a drop down field when it is a formula field.  

    So we move on to Plan B is to how to get your users to hand type either SP or GP in the box.  ie how do we put up some help text on that <ask the user screen> they hit.  Well there is not a way to put help text on that screen,

    so we move to Plan C

    Make a new formula field called

    [Enter SP or GP]

    make the formula just refer to your formula field that you already have.  The only purpose of a duplicate fild is to give you a way to make a wordy field name like

    [Please input SP  for SP projects or GP for GP projects]

    That way when the <ask the user> comes up there will be an explanation to the user.  ie change your report to <ask the user> on this mirror field. and not the real formula field - just so that the <ask the user> experience has "help text".


  • 5.  RE: How to make a text multiplechoice from a text formula field

    Posted 01-25-2018 14:00

    Well, I used the form rules to make this happen.  I knew there had to be someway around it.



  • 6.  RE: How to make a text multiplechoice from a text formula field

    Posted 01-25-2018 14:24
    I�m not understanding how you used form rules to solve a problem when running a report. Maybe you put the report as an embedded report on a form?