Create Dynamic Drop-Down

Author: Joyce Zhou

Introduction

Kepion allows you to create a drop-down list which depends on filter selections or Dimension Members on the row or column. In this example, the options in the Currency Drop-Down will change as the Entity filter selection changes.

Example

Follow these steps to create a drop-down like this.

Step 1. Navigate to the DROP-DOWN tab in the Forms node of the Form you want to add the Drop-Down to. Click  to add a Drop-Down.

Step 2. Give the Drop-Down a name. Choose Dynamic List. Check the Dimensions that this Drop-Down will depend on. Here we'll check Entity. Click OK to finish.

Tip: Source Override allows you to specify a different source table for your dynamic drop-down. This can be useful if you want the dynamic drop-down to be more dynamic by basing it on a view, rather than the auto-generated table.

Step 3. Deploy the Application.

Step 4. Go to SQL Server Management Studio. You will find a table called:

dbo.Map_<MODEL_NAME>_<DROPDOWN_NAME>

The table will include all the depended on Dimension IDs, followed by Value, Display, Link, and Order columns which define the Drop-Down.

Now you need to populate this table with proper values. In this Drop-Down, when United States is selected (EntityID: 2), both USD and CAD will display, and when Canada is selected (EntityID: 6) only CAD will be displayed.

Step 5. Go to the Form and add this Drop-Down to the Currency Column.

Then the drop-down should work in the way we described.

And when you switch the Entity filter to Canada, the currency changes.