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Adding a new item into a custom dropbox field that I've created?

Last post 11-02-2016 10:04 AM by Method_Ben. 1 replies.
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  • 10-28-2016 1:28 PM

    Adding a new item into a custom dropbox field that I've created?

    Hi there, 

    I had in the past created a custom dropdown field in my Estimate's screen to show all available machines at our company. We've recently launced a new machine and I'd like to add it to the dropdown list. Only issue is that I'm not able to edit this dropdown list. Any ideas on how to get around this so that I can add our new machine to the list of other machines we sell? 

    Thanks! 

    -Justin 

  • 11-02-2016 10:04 AM In reply to

    Re: Adding a new item into a custom dropbox field that I've created?

    Hi JGAnderson,

    My apologies for the delayed reply! I see you have a few posts here which Ill be getting around to at some point today, so keep an eye out for me responses :)

    To answer your question - If you are looking to add new values into a DropDown - you are going to need to create a new screen based off this dropdown (complete with all relevant fields, save button etc).

    A Dropdown is essentially a Link to another Table, albeit typically a very simple one. Every value in the dropdown represents one record in the Table, similar to how you have a list of Contacts in your Contacts table, for example.

    A Good reference for how we handle DropDown record addition in Method Stock Apps would be to take a look at the New Activity Screen. Take a look at the Type Priority, or Status fields, (and its actions) to see how we handle this without needing to navigate away from the screen.


    Thanks JGAnderson


    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
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