Multi Column Select List - Auto-Populate Data Once a Feld Is Selected
Hi,
Is this possible......
Multi-Column select lists.......
If a user selects an entry in a field using a multi column select list, it auto populates the data in the other fields that are configured in that store dialog using the multi-column select list.
I think this could be a very powerful feature that would eliminate a lot of processing time. If configured and programmed correctly, using a database connection select list, it could enhance DocuWare considerably.
Many thanks
Sam Bangert
Anonymous
shared this idea
Thank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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Jeff
commented
This should definitely be an option. I can see where a multi-column select list might filter down to several possible choices in the next field, for example a Folder field might limit the Document Type field to a subset of document types. This appears to be how it works today.
But, you should also have the ability to configure it to select maybe the first matching field to auto-fill that into the next field(s). For example, by entering an employee number, it would populate the first name and last name fields automatically.
It seems like we're 90% of the way there with what we have now, but automating this would be very useful. It's tedious to click on multiple drop down index fields simply to select the only matching entry.
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Victoria Tumwebaze
commented
I just had a meeting with a client who asked if this was possible and I said, "No...you have to click on the arrow and pick the provided option." Clients seem to expect this feature to be working, and I agree, this feature would eliminate a lot of processing time.
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Jon Weston
commented
Not only would this be a powerful feature, it's almost universally expected these days.
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Steve Shriver
commented
Put a check box in the configuration of the fields in a file cabinet to enable or disable this field being filled in when using the 'Complete Indexing' option in the store dialog. (Similar to the "Select list filtered by... check box). This would allow some fields to be left empty so that the user would not have to change the data brought back by the "Complete Indexing' option.
For Example, An Invoice may have the same PO Number as a previously entered Invoice, but not the same amount, due date, etc.