Multiple Dropdowns - field dependent options

[Gabe Belknap]

Hi folks.

I am building out an intake form in Confluence, and I need to built out three dropdowns, each representing a different level of hierarchy at my organization.

I have built the first Field Definition listing all Level 1 groups, but am having difficulty building out Level 2 to be dependent on what Level 1 is.

Any help is appreciated.

Thanks in advance

[Gabe Belknap]

HI Alex

At the top of the house (lvl1) we have 13 distinct orgs, from there lvl2 brings in 70 more. Those 70 are not evenly distributed amongst the lvl1. 

I have some lvl1 with as little as 5 lvl2, and others with as many as 11. Lvl2's are not shared across any lvl1. 

Does this mean that i would need to have 13 different field definitions for the lvl2, to house those different groupings to match the lvl1?

Hopefully that makes sense.

[Alex Medved _ConfiForms_]

Why 13 field definitions!? Why not just to make a dropdown field (definition) that has 13 options!?

What you need is to have a ConfiForms Field Definition Rules macros that are able to apply the filter on lvl2 field based on the selection being made in lvl1 field. 

This is pretty easy to organize if you actually setup a separate form where you record all the options as records

And in the form you want to show these choices you do it via smart fields or smart classifier field (in this case you dont even need a field definition rule(s) as everything is filtered for you)

Something like this

https://recordit.co/LGMUTfsVoF

[Gabe Belknap]

Thanks Alex, the video is very helpful.  This may be an appropriate time to mention I am pretty new to the use of ConfiFroms...lol

The new Form Definition I create, separate of the main one, do I just need to create a table to capture the LVL's or do i need a marco (Table View)? 

[Alex Medved _ConfiForms_]

In the video you can see 2 forms, one to enable selecting the "levels" and another form is for storing the information about the levels

I am not sure I understand your question about the TableView... TableView and any other views in ConfiForms are used to show/visualize the data. I have a TableView to demo what data do I have in my "levels" form.. so you can see and understand how the "multi level selector" works

[Gabe Belknap]

Hi Alex,

Thanks again for your time.

In the video, I cannot exactly make out what i see. It almost looks like half the screen is missing. See attached for reference (ss1).

I have also attached how i interpret my next steps to look (ss2). Can you review and advise?

[Gabe Belknap]

HI Alex,

Just an update that i have sorted out including the table form into the main form, and was able to sort out the smart classifier.

My open issues is getting the table data into the form, so that the smart classifier can work. 

Any suggestions how to easily import over 600 rows, and what function do i use to store those records in?  I have tried table view, etc. but smart classifier does not recognize the field names.

Thanks

[Alex Medved _ConfiForms_]

Well, you need to import the data INTO the form. Doing a TableView like you have on the screenshot makes no sense to ConfiForms...

The easiest way to import the data is to use Import API - available in each form. It accepts the data from CSV/Excel and allows you to map columns to fields and import data

[Gabe Belknap]

Hey Alex,

I think I need to take baby steps here, as I only started using Confluence in the last week or so....and apparently have bit off more than I can chew. I do appreciate your help and guidance here.

Within my overall form "Intake", I have created a second form "HL", to house the Hierarchy Listing. Within HL, I have three form fields, one for each level (1, 2 & 3). In each of those I have "Field Type"= Smart Classifier, and have the page and form name (HL) as well as the field names mapped.

When i go to import data into the form via the API, using a CSV, the data appears to load, but I do not see any of the data in the dropdowns. There is a scrollbar that leads me to believe the data is there, but I am not able to see the table or the data in the drop downs. 

Any thoughts on what I have done wrong thus far?

Thanks

Gabe 

[Alex Medved _ConfiForms_]

How is your smart classifier field is configured?

[Gabe Belknap]

Hey Alex, attached are three snippets.  One showing the HL form within the main, and the other two are showing how FNlvl1 is setup in the HL Form. The other two Form fields are setup similar, just with lvl2 and lvl3.

[Alex Medved _ConfiForms_]

So, you need to add all 3 levels into the Smart Classifier field configuration

You have just one at the moment - FNLvl1

Use + button and add other 2

[Gabe Belknap]

Hi Alex

The three field definitions I have in the HL form, what field type should they be? I am assuming those three (to house each level) should be one field type, and the new form field definition i place into the overall form would have the smart classifier?

Right now i have the three in the HL Form, as the smartclassifier, but they are not exposed to the actual form. So my logic is that the smartclassifier shoudl be outside of the HL form and in the main form, with those in the HL form being something other than smartclassifier

Thanks

[Alex Medved _ConfiForms_]

Just out of curiosity - how are you building your forms? Are you using some kind of a plugin? 

Seeing "Field Definition" in the question I tend to think this might be related to ConfiForms... no?

[Gabe Belknap]

Hey Alex, correct. I am using Confiforms.

[Alex Medved _ConfiForms_]

You can setup dependent fields with ConfiForms Field Definition Rule and it's action 'apply filter on field'

We have a bunch of tutorials and demos on this 

https://wiki.vertuna.com/dosearchsite.action?cql=siteSearch%20~%20%22apply%20filter%20on%20field%22%20AND%20space%20in%20(%22CONFIFORMS%22%2C%22TEST%22)%20AND%20type%20in%20(%22space%22%2C%22user%22%2C%22page%22%2C%22blogpost%22%2C%22attachment%22)&includeArchivedSpaces=false