Showing Information from a second list when tabbing into or hovering over a field

Forum|Forum|7 years ago
February 22, 2019
2 replies
26 views

+2

tulip

I have been using Workflow for sometime, but I am new to using Nintex Forms so apologies if this is a really simple question.

I have a requirement to have a form showing 10 different fields from a list. Each field is a choice and can have an answer 1,2 or 3. For each field the 1, 2, 3 represent a level of Risk but the description for level 3 risk for Field 1 is different to level 3 risk for Field 2. The descriptions of the Risk categories are quite long and are held in a separate list on SharePoint.

The users just want to select 1,2, or 3 but when they are on Field 1 they want the description of the risk levels to be shown on the form. I can see that I can do a list view to show the information held in the separate list, but having ALL the information for all 10 fields on the screen at the same time will be very cluttered. I can also see that IF they wanted to show the information once the selection has been made I can use rules to do that, but how can I show the information when they either hover or tab to the field?

Thanks in advance

C

+7

chaddavis
Forum|Forum|7 years ago
February 22, 2019

I'm actually doing exactly what you're looking for on a form where we score projects.

I setup a List Lookup control for each question and then use a Calculated Value control to do a lookup based on the selection of the List Lookup.

The best way I can show you is with a bunch of screenshots.

Here's what the form looks like before the selections:

And here's what it looks like when someone has made their selections:

The user will need to pick a selection to see the text, but if the description doesn't meet what they need, they just change the selection to the next option until they find what they need, like so:

The descriptions, and their choices, are kept in a separate list:

In my case, we have a workflow that calculates a score based off their selections, but we don't want the users to know the scores, because they need to score it appropriately.

In the form, I setup the List Lookup and Calculated Value fields:

Here's the configuration of one of the List Lookup fields:

And here's the settings screen for the Calculated Value field:

The Calculated Value field looks up the Definition field from the Project Scoring and Risk Definitions list by the ID, which is pulled from the List Lookup field using the parseLookup function.

Hopefully that all makes sense. Let me know if you have any questions.

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