Limit Lists

Administrators can configure a picklist on a form to only show specific options. This can provide a simpler experience for users.

For example an organization using the Equipment Inventory may have specific conditions that apply only to pump equipment. They can setup a Pump Equipment Inspection form that only lets the employee select the conditions that relate to pumps.

While designing a form select the picklist field and click the .
Click the Limit List button. The following dialog will appear:
Option 1 - Add items to Limit List
1. Select Limit by Items above the right column
2. Select values from the left column that should be included in the picklist.
3. Click the to move the values to the right column.
4. Select Include Items underneath the right column.
Option 2 - Remove items from picklist
1. Select Limit by Items above the right column
2. Select values from the left column that should not be included in the picklist.
3. Click the to move the values to the right column.
4. Select Exclude Items underneath the right column.

While designing a form select a picklist field and click the .
Click the Limit List button. The following dialog will appear:
Option 1 - Add items to Limit List
1. Select Limit by Query above the right column
2. Type a SQL query into the right column to select desired picklist items. (examples below)
3. Select Include Items underneath the right column.
Option 2 - Remove items from picklist
1. Select Limit by Query above the right column
2. Type a SQL query into the right column to select the undesireable picklist items. (examples below)
3. Select Exclude Items underneath the right column.

SQL Filter Rules and Examples

Simple Code Types

Begin the filter at the Where.
The system will automatically update the Filter to identify the field.
Examples
WHERE CODE LIKE '%1%'

WHERE CODE IN ('B1', 'B2', 'B3')

Work Flow Setup Lookups

The SQL should begin with the table name for the Work Flow Setup module the records are coming from.
This may be created by going to the related work flow setup module and using the Filter tool to select the desired records. Then use the View SQL button in the Filter tool to copy the filter.
Example
WKUPROB WHERE PR_311_FLG <> 0

While designing a form select the Category field and click the .
In the Component Information pop-up set a Default Value for the Category. Every Asset added using the form will have the same Category. The Category will automatically populate the Asset Type field.
Close the Component Information pop-up.
Select the Asset Rec # field and click the .
Click the Limit List button. The Limit list dialog will appear.
Set up the limit list as desired using the instructions in the previous how-tos.