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Customer Maintainable Choice
Lists
Chris Hoenig
Senior Technical Consultant
Service Potential
11th October 2018
Agenda
• Use case
• How to
• Added bonuses!
Use case
• Gives customers the ability to update their own choices
• Saves developer having to continually change choice options
How
1. Create an extensible custom table as a base for choice tables
containing the default configuration for choice tables
2. Create a new choice table extended from the base choice
table
3. Create a reference field instead of a choice field
4. Configure the dictionary entry on the reference field
to turn it into a dropdown list
1. Create an extensible custom table
• Contains the default configuration that all choice tables will inherit
• Fields:
• Label (String 40)
• Value (String 40)
• Description (String 200)
• Active (True/False)
• ACLs:
• Read – App user
• Create – App admin
• Write – App admin, with restrictions to prevent changing labels for
auditing purposes
• Delete – Nobody (Auditing purposes again as deleted choices will end
up as blank references)
2. Create a choice table
• Create a new choice table using an appropriate name that is
extended from the base choice table
• Custom apps force you to create default ACLs linked to a role
which end up masking the ACL configuration from the parent
table
• Delete the ACLs automatically created with the new table or
modify them if this table will not follow the default configuration
set up in the base choice table
3. Create a reference field
• Used instead of a choice field
• Reference is the choice table
• Reference qualifier: active = true
4. Configure the dictionary entry
• Change the default choice option from: "-- None --"
to: "Dropdown without -- None --"
Added bonuses!
• Choices can be managed through import sets
• Choice type can be changed back to "-- None --"
so users can search when choice lists are large
• Reference field "i" can be used to see long descriptions of
choice labels
Resources
• Git repository for choice demo app:
https://github.com/prismic82/Choice-HR-Demo
• LinkedIn:
https://www.linkedin.com/in/chris-hoenig-46888295

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Customer maintainble choice lists

  • 1. Customer Maintainable Choice Lists Chris Hoenig Senior Technical Consultant Service Potential 11th October 2018
  • 2. Agenda • Use case • How to • Added bonuses!
  • 3. Use case • Gives customers the ability to update their own choices • Saves developer having to continually change choice options
  • 4. How 1. Create an extensible custom table as a base for choice tables containing the default configuration for choice tables 2. Create a new choice table extended from the base choice table 3. Create a reference field instead of a choice field 4. Configure the dictionary entry on the reference field to turn it into a dropdown list
  • 5. 1. Create an extensible custom table • Contains the default configuration that all choice tables will inherit • Fields: • Label (String 40) • Value (String 40) • Description (String 200) • Active (True/False) • ACLs: • Read – App user • Create – App admin • Write – App admin, with restrictions to prevent changing labels for auditing purposes • Delete – Nobody (Auditing purposes again as deleted choices will end up as blank references)
  • 6. 2. Create a choice table • Create a new choice table using an appropriate name that is extended from the base choice table • Custom apps force you to create default ACLs linked to a role which end up masking the ACL configuration from the parent table • Delete the ACLs automatically created with the new table or modify them if this table will not follow the default configuration set up in the base choice table
  • 7. 3. Create a reference field • Used instead of a choice field • Reference is the choice table • Reference qualifier: active = true
  • 8. 4. Configure the dictionary entry • Change the default choice option from: "-- None --" to: "Dropdown without -- None --"
  • 9. Added bonuses! • Choices can be managed through import sets • Choice type can be changed back to "-- None --" so users can search when choice lists are large • Reference field "i" can be used to see long descriptions of choice labels
  • 10. Resources • Git repository for choice demo app: https://github.com/prismic82/Choice-HR-Demo • LinkedIn: https://www.linkedin.com/in/chris-hoenig-46888295