Configure dropdown columns

Use dropdown columns to limit input choices to a set of existing values. When you select a field in a dropdown column, you see a list of preset values to select from.

You can configure two types of value lists that appear in dropdown column fields:

• Static—Displays an unchanging list of values.
• Dynamic—Uses the Is field value comparison operator to dynamically return different sets of filtered values.

To configure a dropdown column:

1. In the worksheet, select Column and KPI Settings and go to the Columns tab.
2. Select or create an input column.
3. In the Column settings dialog, go to the General tab.
4. In the Value type or Type dropdown list, select Dropdown.
5. In the Worksheet entity dropdown list, select the worksheet that contains dropdown list values.
6. In the Source field dropdown list, select the column in that worksheet that contains dropdown list values.
7. Add filters based on whether a static or dynamic value list should appear in dropdown column fields.

Static dropdown list

1. To limit the list values, select Add Filter and enter filter criteria.
2. Select Save.

Dynamic dropdown list

1. Select Add Filter.
2. In the Field dropdown list, select a lookup field in the Worksheet entity.
3. In the Operator dropdown list, select Is field value.
4. In the Value dropdown list, select the column on the current worksheet that contains the lookup values you want to match against the contents of the lookup field specified in the Add Filter dropdown.
5. Select Save.