Hi Scott, What you are describing is commonly known as Cascading Parameters, where the selection in one dropdown then restricts a dependant dropdown to only a valid subset. It's a powerful concept that has been requested many times over the years, but has not yet been incorporated into Workfront's custom forms. To date, the Form Logic and optional Calculated Parameter as Narayan explained is the best workaround. However... Earlier this year, one of our clients had us adapt our "http://store.atappstore.com/product/ubercalc/">UberCalc solution to address requirements that were eerily similar to yours, so that
Their SysAdmin obtains an Excel file with tens of thousands of valid three part codes from their financial system each morning
They then upload the file into Workfront as a code table, effectively extending Workfront's data model to include that knowledge
Users go to a special "UberForm" custom tab (which we created for them for this purpose) on each of their Workfront Requests
On that UberForm, they can then enter the three part code into three separate text boxes, then click Validate
The Validate routine then checks the Excel Data, and reports whether the combination is valid
If it is not valid, the users can use a search window to partial-match the Excel Data (from within Workfront) and find the right combo
Once a valid combination is entered, our UberForm presents a dropdown of Workfront Templates
Users may then select the Workfront Template and click the Create Project button
Our UberForm then creates the Project from the Request using the Template, preserving the Request (our client's preference)
It also preserves the Request's Custom Data, Documents, and Notes under the Project, for transparency and efficiency
This approach saves both the SysAdmin and the Users a tremendous amount of time, efficiently ensures the quality of the data, and increases the speed at which they can convert Requests to Projects, for those interested in such matters. If you would like more information, please drop me a line at doug.denhoed@atappstore.com.
Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand!
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