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harfmt
Nintex Newbie

Filter a Form List Lookup control by multiple previous controls values

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Hi

I want a drop down list of employees filtered on both the Department and the Crew within that department as per the table below. As Form List Lookup controls only provide the ability to filter on one control value, is there a way to filter on both the previous control values?

I tried creating a view and wanted to build the 'Source view' name from the values selected in the two previous fields (e.g. ProductionBilby via Item Properties), but that doesn't seem to work.

   

Department

Crew

Employee

ProductionBilbyBilbyProductionEmployee
ProductionDingoDingoProductionEmployee
ProductionDragonDragonProductionEmployee
ProductionGeckoGeckoProductionEmployee
WorkshopBilbyBilbyWorkshopEmployee
WorkshopDingoDingoWorkshopEmployee
WorkshopDragonDragonWorkshopEmployee
WorkshopGeckoGeckoWorkshopEmployee
DrillBilbyBilbyDrillBlastEmployee
DrillDingoDingoDrillBlastEmployee
DrillDragonDragonDrillBlastEmployee
DrillGeckoGeckoDrillBlastEmployee
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Automation Master
Automation Master

Re: Filter a Form List Lookup control by multiple previous controls values

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you have to use concept of cascading lookups.

you can start learning about it from hereThree-Tier Cascading Drop Downs: Do Go Chasing Waterfalls!

but if you search for cascading lokups or dropdowns on the forum you will certainly find plenty of other useful examples

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harfmt
Nintex Newbie

Re: Filter a Form List Lookup control by multiple previous controls values

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Unfortunately that doesn't work for my scenario, where each department has the same crew names. So I've had to add the Department ID into the crew name. e.g. Prod-Bilby, WS-Bilby, D-Bilby to get it to work.

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Automation Master
Automation Master

Re: Filter a Form List Lookup control by multiple previous controls values

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I think it's applicable to your scenario, you just need to realize how to map single lists from example provided into your scenario.

IMHO, it should be as follows:

- you will have list of departments with fields dpt_id, dpt_name, etc

- you will have list of crews with fields crw_id, crw_name, etc

- you will have list of department_crews with fields dptcr_id,dpt_id(lookup to departments), cr_id(lookup to crews)

- you will have list of employess per department and crew with fields emp_id, emp_name, dptcr_id(lookup to department_crews)

(you do not state it explicitly, but I assume you have different employees per every {department+crew} combination)

then you place lookups onto form and cascade them as follows

- lookup that will select a department - lookup control connected directly to departments list

- lookup that will select a crew within department - lookup control connected to department_crews list and filtered by previous control that selects department.

- lookup that will select employess - lookup connected to employees list and filtered by previous control that selects department_crew

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harfmt
Nintex Newbie

Re: Filter a Form List Lookup control by multiple previous controls values

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Thank you. I will give that a go.

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Automation Master
Automation Master

Re: Filter a Form List Lookup control by multiple previous controls values

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Hi Joanne Morris, hopefully you've resolved this problem.
could you post a resolution and close the question by marking it answered?

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