RE: Refresh a Choice or Lookup Field without losing Form Data
What about the Allow Fill-in choices option for the Choice field? [cid:image001.png@01CE8E08.AAA0CAB0] Ivan From: ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] On Behalf Of Nigel Witherdin Sent: Wednesday, 31 July 2013 11:55 AM To: OzMoss Subject: Refresh a Choice or Lookup Field without losing Form Data Hey Guys, About to start googling it, but thought I would drop an email around first to see if there are any suggestions. I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. So, any suggestions? Cheers, Nigel inline: image001.png___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss
Re: Refresh a Choice or Lookup Field without losing Form Data
It doesn't manage typos or duplicates well. And also fails to update existing items because the value is stored as text rather than an indexed lookup to the choice field values. I agree that managed metadata is the way to go. Very powerful. On 31 July 2013 16:11, Ivan Wilson iv...@sharepointgurus.net wrote: What about the “Allow Fill-in choices” option for the Choice field? ** ** ** ** Ivan ** ** *From:* ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] *On Behalf Of *Nigel Witherdin *Sent:* Wednesday, 31 July 2013 11:55 AM *To:* OzMoss *Subject:* Refresh a Choice or Lookup Field without losing Form Data ** ** Hey Guys, ** ** About to start googling it, but thought I would drop an email around first to see if there are any suggestions. ** ** I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. ** ** So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. ** ** OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. ** ** I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. ** ** So, any suggestions? ** ** Cheers, ** ** Nigel ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss image001.png___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss
Re: Refresh a Choice or Lookup Field without losing Form Data
It also doesn't add the fill-in choice to the drop down - ie. the string entered does not become avail as a choice for future edits. If I did have to do it, I would use the SP Services library, which as a pretty simple js function that allows u to add a link to open a lookup columns source list and add an entry, then refreshes the values in the drop down dynamically. The Kwiz solution ishai suggested would work too, but its always difficult to get budget for these little add-ins to SP Sent from my iPad On 31/07/2013, at 4:15 PM, Web Admin web.ad...@syd.catholic.edu.au wrote: It doesn't manage typos or duplicates well. And also fails to update existing items because the value is stored as text rather than an indexed lookup to the choice field values. I agree that managed metadata is the way to go. Very powerful. On 31 July 2013 16:11, Ivan Wilson iv...@sharepointgurus.net wrote: What about the “Allow Fill-in choices” option for the Choice field? image001.png Ivan From: ozmoss-boun...@ozmoss.com [mailto:ozmoss-boun...@ozmoss.com] On Behalf Of Nigel Witherdin Sent: Wednesday, 31 July 2013 11:55 AM To: OzMoss Subject: Refresh a Choice or Lookup Field without losing Form Data Hey Guys, About to start googling it, but thought I would drop an email around first to see if there are any suggestions. I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. So, any suggestions? Cheers, Nigel ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss
Refresh a Choice or Lookup Field without losing Form Data
Hey Guys, About to start googling it, but thought I would drop an email around first to see if there are any suggestions. I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. So, any suggestions? Cheers, Nigel ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss
RE: Refresh a Choice or Lookup Field without losing Form Data
Hmmm SPServices SPLookupAddNew maybe... ?? From: nigel_wither...@hotmail.com To: ozmoss@ozmoss.com Subject: Refresh a Choice or Lookup Field without losing Form Data Date: Wed, 31 Jul 2013 01:55:23 + Hey Guys, About to start googling it, but thought I would drop an email around first to see if there are any suggestions. I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. So, any suggestions? Cheers, Nigel ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss
Re: Refresh a Choice or Lookup Field without losing Form Data
Hi Nigel, I would go with Managed Metadata field and open Termset since SharePoint provides the exact interface you need for this requirement. It's much cleaner than look up to a list. In case of using a Choice Field, you need to update the column definition which is not an ideal solution specially if user needs to update an existing option (typo or change of mind) later down the track. I found that the update to options will not be pushed through automatically to list items already using the old option, however with MM field that's not a problem. Regards, Shahram. On 31 July 2013 11:55, Nigel Witherdin nigel_wither...@hotmail.com wrote: Hey Guys, About to start googling it, but thought I would drop an email around first to see if there are any suggestions. I have a user requirement to provide a dropdown on new/edit item forms that allows the user to add a new dropdown option on the fly. I would personally prefer it to be a choice field, but I understand that perhaps a lookup field might better suit. So the point being the user uploads a document, fills out the form up to a certain dropdown, discovers the dropdown doesnt have the option he/she requires, is able to add the option to the dropdown and select it, and continue completing the form. OOTB with choice and lookup they would have to close the form, go and add the new option to the choice field or the source list, then edit the uploaded documents properties and set the metadata. I know I could achieve this with Managed Metadata and an open termset, but I dont really want to create a termset for all the dropdowns. So, any suggestions? Cheers, Nigel ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss ___ ozmoss mailing list ozmoss@ozmoss.com http://prdlxvm0001.codify.net/mailman/listinfo/ozmoss