CF - Limiting options in pick lists for any field
complete
R
Raewyn Caughey
Often there are options in pick lists that are not relevant / that you do not want the form user selecting. At the moment, we have to keep a close eye on what the form user has selected as they are often selecting the wrong option which can cause things like overpayments or underpayments. We need to be able to remove options from the picklist but still be able to write to the field.
For example, PERSON.PAY_TYPE, a company may only employ either Waged or Salaried employees and we would only want to show Pay Type W and Pay Type S in the options list but currently it shows all of the other Pay Types and leads to the form user sometimes accidently selecting Pay Type A because the description is also "Wage Earner" which can then lead to overpayments if the Payroll Manager is not monitoring this.
Another example, SDATES, one section of the cleverform is solely for "Fixed Term End Date" however they have the option to select any REASON that is in Affinity. We need to be able to limit the list to only "Fixed Term End Date" in the REASON list for this scenario.
We currently have this functionality for EMPAD, where we can "Filter by Group" which is managed via code groups but we need to have an option to limit all field's options to ensure the accuracy of the data being processed into Affinity.
Ben Dallimore
complete
Feature released in to production. Comms to be released in coming weeks.
K
Kate Smith
in progress
Ben Dallimore
After discussion there are a few items to consider:
Pick lists don’t write to db – can we get it to write.
Items in pick lists don’t make sense – can we rename and limit them in the form only?
Can’t archive pick list items in Affinity – want to hide things not in use, limit the picklist from Affinity and forms.
When limiting the pick list, can we have a hide only, not delete, so they can be un-deleted.
Fields that would be high value for being able to limit:
Flexifields
Significant dates
Worker type
Pay type
Award
Tax Type
Pay point
T&A
K
Kate Smith
Merged in a post:
Restrict Significant Dates List In G2 Forms
T
Theresa Jaggard
The ability to chose a pick list that the customer can select from when adding in a significant date (per significant date) in the Clever Form. This will help because as it minimizes the number of options that they have available to chose, and only provides them with the options that we want them to select from as some significant dates are for internal use/checking only.
Ben Dallimore
under review