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Early Release: Multi-Select Dropdown

The TeamMultiSelect dropdown is a new field within the Activity table that allows for multiple options to be selected in a dropdown.

Updated today

A new field has been added to the Activity table: TeamMultiselect. This is a new field which is the first implementation of the new field type: MultiSelectDropDown.

This field will people to select multiple users within the dropdown for screens based off of the Activity table.


Limitations and Early Release Notes

The TeamMultiselect field is currently an Early Release feature. As we work to confirm stability, please be aware of the following limitations:

  • Field Creation: We have purposefully disabled the option to create new MultiSelectDropDown custom fields in the Tables and Fields section. You must use the pre-existing TeamMultiselect field.

  • No Recurrence Support: Values in the TeamMultiselect dropdown will not copy over to child activities when creating recurring events.

  • No Grid Support: We do not currently support this control within Grids or Editable Grids.

  • Calendar Filters: This field cannot yet be used as a filter on Calendar objects.

  • No Notification support: Users assigned to an activity via the multi-select dropdown will not be sent email reminders.

  • No Import / Export support: You will not be able to access field view the import / export tools.

  • No Update Controls on Screen support: Currently, the control cannot be updated by Update controls on screen action.

We will continue to release support for the features mentioned above as the platform evolves.

πŸ“Œ Note: Currently, the Multi-Select Dropdown field type cannot be added to any other table. Furthermore, the TeamMultiSelect field in the Activity table cannot be edited as shown in the above image.


Multi-Select Dropdown Properties

Similar to a standard dropdown, the Multi-Select Dropdown is based on a parent table (specifically, the Users table for this field).

While this field is not currently included in the flow of any stock apps, it can be added to your screens via customization to enable powerful new workflows.

To use this field, the screen's base table must be the Activity table to bind the field for CRUD (Create, Read, Update, Delete) operations.

Settings

The multi-select dropdown has similar properties to the dropdown object.

  • Caption: The text appearing above the multi-select dropdown.

  • β˜‘ Hide Caption: If labeling for your own information and don’t want the text to show in the live screen, check this box.

  • Load State: The default state of the control (regular/hidden/disabled).

  • Base Table: As mentioned above, this is set to the Users table.

  • Placeholder: Reminder text.E.g. β€œSelect a user...”

  • Width: How wide should your control be in relation to its container.

    • Auto: object will be the width of the dropdown's text.

    • Fixed: assign the width of the object in pixels.

    • Full: object will be full width of the container it is in.


Columns

Selecting Columns opens the Columns Properties Window as shown in the below image. This allows you to choose which fields from the Users table are shown in the menu for each option.

πŸ“Œ Note: Currently, only one column will be shown in the multi-select dropdown.


Filters & Views

This option opens a new screen that allows you to edit the Sorting and Criteria for each option in the multi-select dropdown. The process and concept is the same as setting up the views for grids, except you can only have one view for any dropdown.


User Experience and Data Persistence

On the live screen, the control initially resembles a standard dropdown. However, when interacting with the control, users can select more than one item from the list.


Saving Data

Because this control is a field bound to the Activity table, you can create, update, and delete activities with multiple items selected in this field, and the data will persist in the database.


Use Cases

The Multi-Select Dropdown is highly effective when paired with the Loop Through List action. This allows you to perform operations on every user selected in the dropdown.

Example use cases:

  • Notifications: Send push notifications or emails to every team member selected in the dropdown.

  • Task Assignment: Generate individual sub-tasks for every user selected.

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