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TegwynSt1
New Participant
May 4, 2020
Question

is there ANY way to use same drop down in 1 form....I know it was no but what is best way to accomplish something (I'm guessing a bunch of short forms or keep renaming and typing ALL the options?) ---since you can't copy a dropdown and simply re-nam

  • May 4, 2020
  • 1 reply
  • 387 views

We use a "Project" with a template and form to create a campaign.....I need to show, for example....Leading and Lagging KPI's - but they have Leading 1,2 and 3 etc and the options for each are exactly the same ...and I have other fields that use the same dropdown.....Like Objective 1,2,3,4 ....and on the excel those are in a nice column each with its own (yet exact same" dropdown). There are 10 Objectives possible and again, same dropdown. screen shot attached

supported objectives and kpi types are same dropdown....help...do I need to create a form for each and just display on dash so they "could" be filled out there

I'm interested to hear how others are handling this circumstance -----*****I also need these fields to transfer to salesforce when we integrate....

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    1 reply

    Heather_Kulbacki
    Heather_Kulbacki
    New Participant
    May 5, 2020

    Hi Tegwyn,

    Unfortunately there's no good way to use the same field on the same project, whether its on a separate custom form or not.

    As you know if you have the same field on the same form, you have to name it a bit different such as Leading KPI 1, Leading KPI 2, etc. But can get messy when it comes time to create a report.

    But even if you create separate custom forms and place them all on the same project, any field with the exact same name will over right all other fields with that same name. So if you have Leading KPI on your Form 1, whatever you select for that KPI field will auto-fill that same selection on that same field in the rest of your forms attached to that project.

    We have some forms where we've built that Field 1, Field 2, etc. And it does get real messy for reporting. We're considering creating separate issues on the project for each item those fields relate to. But haven't quite gotten there yet. That's one of our 2020 goals, cleaning up our custom forms and making those kinds of changes where we can.

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