A list of that includes defaults

[JoeyBrannon]

I have been using a lookup table to drive a dropdown field with the following elements

Table or view: AGENDATEMPLATES

Field for display: AGENDATEMPLATES.templateName

Field for value: AGENDATEMPLATES.templateText

AGENDATEMPLATES also has a field for teamID

I would like to add records to AGENDATEMPLATES that include an entry for teamID so that teams can customize their own agenda templates. I realize that I would have to change the dropdown to a cascading dropdown and that's OK, but I would still like the options in the dropdown to include the "default" templates that do not contain anything in the teamID field.

I can only find a way to show one or the other type (with a teamID that matches the teamID parameter or just the records that do not have a teamID), but not both. Is this possible?

[JoeyBrannon]

The final approach was to house all the agenda templates in one table, including the defaults.

There is a field in the table for teamID and the default agendas do not have a teamID (the teamID field is blank for default templates).

Instead of a dropdown I created a gallery view datapage that filters for a matching teamID OR a blank teamID (default template).

Clicking on a selection in the gallery view results in a detailed view with the templated fields to be used in a document hidden. These fields are set to pass parameters upon exit.

On the destination options screen I am using "Destination after record update: Go to a new page" to send the user to a new url with a new form submission datapage set to receive the passed parameters and fill in the templated fields.

[SushiPizza]

Hi JoeyBrannon,

You can change the source of your dropdown to "Lookup and custom values", then in custom values, you may add the default options that will be visible for everyone alongside the records from the lookup table.

[JoeyBrannon]

Thanks SushiPizza. That will work. 

Can you think of a way to house the Defaults within the same table as the custom templates? I am trying to avoid having to go through the caspio back end to change default templates.

[SushiPizza]

Hi Joey,

As of right now, I do not see any solution other than adding the default options to your table multiple times, for each team ID. Maybe a Triggered Action could insert the default values when a new team is created.

Regards,
SP