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Adding a cascading dropdown to PDF form

Applies To: Information Worker for SharePoint 2013/2016 and Cloud

This article describes how to create a cascading logic with multiple dropdown fields.

In this example Employee dropdown and Hired text filed are populated from SharePoint list based on selected values from Department dropdown and Employee dropdown.

Step 1. Preparations

Dropdown fields can be populated from SharePoint list using data sources.

For this example data source "EmployeeDS" is created from data in Employees SharePoint list.

Once created, data source will appear among already existing data sources in "Available Data Sources".

Step 2. Department dropdown configuration

Department dropdown is configured first as it will be used to populate Employee dropdown. Open "Dropdown Items" menu from dropdown "Properties" to configure Department dropdown.

Department dropdown has predefined set of values - select "Simple list" and add several items.

Click on "Actions" menu in dropdown "Mapping and Actions" to add logic which populates Employee dropdown.

Select "Blur" event in "Add event handler".

New action is now available in Rule editor. Click on it to start adding new actions.Select "Action".

Select "Populate dropdown from data source".

In appeared action you can configure which dropdown field should be populated, which source is used and what is the criteria of value selection.

In "Populate dropdown" select "Pick a field".

Select Employee dropdown field.

In "From data source" select created earlier data source - "EmployeeDS".

Pick "Data source field equals" as filter criteria.And select Department column.

Select "PDF Field value" as second part of filter condition.

And pick Department dropdown. This means that filter will compare value from Department dropdown with Department column from data source to find right values for Employee dropdown.

Use "Employee Name" data source column as display value for Employee dropdown field.

Use "Employee Name" data source column as value for Employee dropdown field.

This is the example of prepared action which is responsible of populating dropdown from data source based on value from another field or function.

Step 3. Employee dropdown configuration

Employee dropdown should have similar logic in "Actions" menu to populate Hired text field.

Use "Blur" event to add field population action.

Select "Action".

Use "Populate fields from data source".Pick "EmployeeDS" data source, it will be used to retrieve record for Hired text field.In matching criteria select "Data source field equals".

Select "Employee Name" data source column as first part in matching criteria.

Select "PDF Field value" as second part in matching criteria.

And use Employee dropdown field.

Click on "New field assignment" to pick fields which should be populated.Select "Pick a field".

Select Hired text field.

For selected text field use "Hired" column for data source.This is the example of prepared action which is responsible of populating field from data source based on value from another field or function.

Step 4. Template publishing

Now template is ready to be published. Click on "Publish" button.

Click on "Generate link" to finalize publishing process and geterate link for new form instance.New form instance can be accessed by generated link.

 

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