Add a Picklist (Dropdown Menu) to a Table

Topic

Picklists, in essence, are dropdown menus. They are super handy if you want to add a dropdown menu of options to a table.

For example, let's say you have two tables of data (Projects and Tasks) that both require a Status column. You're tired of typing out the individual statuses for each item and wish you could select from a dropdown menu, as shown in the GIF, to save time and effort.

Steps

:hammer_and_wrench: Builder tip: These steps assume you have three tables built as shown below. The Picklist_Status table is key here. We will be creating what are called rowlinks to this table to achieve the UI dropdown menu effect in the Status columns of the Projects and Tasks tables.

  1. In the Tasks table, select the Status column (you can do this by clicking on either any cell in the Status column or the "A").

  2. Click the Formats button in the properties ribbon.

  3. In the column formats panel, do the following: Format column as Rowlink > check the box for Enable picklist > Set source type as Table > Set source table as Picklist_Status > click Apply.

  1. Voila! Your Status column cells now have a picklist. Click the cell's chevron (downward pointing arrow) to select a status.

  2. In your Projects table, repeat Steps 1-4.

That's it!

Was this article helpful?
  • Yes
  • No

0 voters

1 Like