Can you export a drop down list from a custom form?

[mdeancherry]

We have a drop down list of all our properties in our custom project intake form. It's long, old and needs to be updated. Is there a way to export that drop down list with all the options so I can get it marked up by a copy editor? 

[SuryaLakhani]

Hi @mdeancherry ,

Navigate to the fields tab underneath Custom Forms on the setup page (/setup/custom-fields). You can create a new view and add a column called "Field Options". Once set up, you should also be able to just copy and paste the list from the UI. You can filter and export the same. 

[mdeancherry]

Is this in text mode? When I try to add a Field Options column in standard mode, I get this response, "It doesn't look like that matches any available fields...".

[Joaquin_Aviña]

Hi, 

The most straight forward way is to pull an Export Data (Kick-Starts) of Custom Data. 

It will pull every custom field (parameter) from your system and could take awhile to compile and download. It's not the easiest and will take some time to syphon through the data to find what you are looking for (depending on how custom fields you have). However, it's good to have on hand every so often to make sure you're up-to-date on custom fields and data. If you keep records of the objects you create (and why), you can use this to QC against.

The excel workbook will come with a couple sheets at the bottom tabs. The ones you'll want to look at are the PARAM Parameter, which has the IDs and Names for all your custom fields, and POPT Parameter Option, which has all the Labels and Values for each of your custom fields that are choice-based (radio, drop down, etc.). If you know the name of your custom field (the one you mentioned for properties), you can then look it up in the first tab, PARAM Parameter, find the ID, then use that ID to find the ID in the second tab POPT Parameter Option. It will have a row for each of your values. And there you go!

I hope this helps. If it does, please mark this answer as correct. 

Best, 

Joaquin

[Madalyn_Destafney · Accepted solution]

You could even make a parameter report pulling all the fields from the custom form that field is on to use to assess the whole form (or if you want just that field). I've done this before when reassessing a whole custom form so I could export it into xls and everyone make comments and such on the fields/values/etc. 

- Go to create a parameter report
- In the filters, use this text mode to specific the custom form you want to pull the fields for:

EXISTS:a:$$OBJCODE=CTGYPA
EXISTS:a:categoryID=[insert custom form ID]
EXISTS:a:parameterID=FIELD:ID

- In the columns, you can add things like descriptive text URL, instructions, name, etc. (native things)

- Add a column for Choices so for any dropdown fields you can see all the choices pull into a list. Add this text mode for that column:

displayname=Choices
listdelimiter=<p>
listmethod=nested(parameterOptions).lists
textmode=true
type=iterate
valueexpression=CONCAT({label})
valueformat=HTML

- Then you can export the report

Looks like you have plenty of options here in this and other answers : )

[mdeancherry]

Thanks, Madalyn.

I'll just add that the form ID isn't displayed in the form designer (at least, not that I could find) but you can add a view to the Set Up -> Forms page to get it. 

[Madalyn_Destafney]

The ID is in the WF URL when you’re in the custom form.