Hi I have a requirement I want to edit the prepopulated dropdown label name which will be coming from ref table and save that into other table. My first doubt is can we do that ?
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Yes, it's possible. Create a separate override table to store client-specific plan names. When displaying, check override table first - if custom name exists, show that; otherwise show original. Editing saves only to override table, never touching your main plans table.
Hi, Can you elaborate it more please. Thank you.
Create Override Record Type with fields : id, clientId, planId, overrideName, etc...Add Relationship & Custom Field : In your existing Main Plans Record Type, add a one-to-many relationship to the Override record using planId as the common field. Create a custom record field called "displayName" that checks if an override exists - if yes, show the overrideName from the override record, otherwise show the original plan name.Query Expression Rule: Build an expression rule named that accepts clientId as input. Query the Main Plans record type filtered by clientId and include the related Plan Name Override records also filtered by the same clientId. The query should return planId, original planName, and the custom displayName field.Interface Setup : Create an interface with local variables for storing the plans query result, selected plan ID, edit mode flag, and temporary custom name(local!tempName). Display a dropdown field that uses the displayName from your query results as labels and planId as values. Place an Edit link next to the dropdown.Implement Edit Mode When Edit link is clicked, switch the interface to show a text field instead of dropdown. Pre-populate the text field with the current display name. Change the Edit link to show Save. The text field should save into your local custom name variable(local!tempName).Save the Override On Save click, use writeRecords to create or update a record in the Override record type with the clientId, planId, and custom name(local!tempName.). After successful save, refresh your plans query to show the updated name and switch back to dropdown view.
HI Shubham Aware , thanks you so much for providing the detailed implementation. one question if 5 plans are there in the dropdown then I need to show 5 text field right.
No, you only need one textField. Dropdown is replaced by ONE text field showing only the selected plan’s name.
This makes interface simple for dev and user experience.
Hi Shubham Aware Sorry I misunderstood something here , I have multiple dropdown fields they may need plan as much they want but they might want to edit some plans as they needed . And I have get to know that I might not touch the main plan table until its unavoidable. So is there any alternative implementation you can suggest me . Sorry for the trouble. And May I know what is override ?
Ohkay understood now.I named new table/record as override When users select multiple plans from the multi-select dropdown (like 5 plans), they can click an "Edit Names" button which opens a grid interface. This grid displays each selected plan in rows with two columns - the original plan name as read-only text and an editable text field for the custom name. Users can edit names for any or all selected plans directly in the grid, then click a single Save button to store all customizations at once to the Override record. This approach is efficient for bulk editing since users can see all their selections together, make multiple changes, and save everything in one action rather than editing plans individually.These custom names get saved to the Override table while the main plans table stays untouched.