Can we edit the dropdown label which will populated dynamically and save that into table

Certified Associate Developer

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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  • 0
    Certified Lead Developer

    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.

  • 0
    Certified Associate Developer
    in reply to Shubham Aware

    Hi, Can you elaborate it more please. Thank you.

  • 0
    Certified Lead Developer
    in reply to iswarya2812

    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.

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  • 0
    Certified Lead Developer
    in reply to iswarya2812

    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.

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