Drop Down Categories.

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mqley
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Drop Down Categories.

Post by mqley » 2021-01-05 16:38

Hi, is it possible to have Admin group enter some categories in a drop down 'Computer, TV, Phone' etc.

Then when lets say a new group General is setup, they can see these Drop downs. But add new ones to it for their personal use only? And not have their personal use only one's be available to other users in the same General group?

It seems how I've set this up works as I thought but then as a General group member I add a cateogory and it shows up to the Admin and other General group users.

Whereas I want the General group to see 'Admin' categories as default but the ability to add their own. Not have their own shared with others if that makes sense. Possible or not? Thanks.
Best Wishes,

Mark

mqley
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Re: Drop Down Categories.

Post by mqley » 2021-01-06 09:03

Hi, I understand its not a clear message after reading back. I'll change the way I'm thinking about this maybe. Thanks.
Best Wishes,

Mark

mqley
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Re: Drop Down Categories.

Post by mqley » 2021-01-06 12:49

Hi, in the Options list where you can populate:

i.e
January;;February;;March;;April;;May;;June;;July;;August;;September;;October;;November;;December

Is there a way to code this into the app code somehow?

Thanks.
Best Wishes,

Mark

pbottcher
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Re: Drop Down Categories.

Post by pbottcher » 2021-01-06 14:41

Hi,

you can use this

https://bigprof.com/appgini/help/advanc ... agic-files ->tablename.fieldname.csv
Any help offered comes with the best of intentions. Use it at your own risk. In any case, please make a backup of your existing environment before applying any changes.

mqley
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Re: Drop Down Categories.

Post by mqley » 2021-01-06 15:29

Hi, thats great. Thanks for ref link. Regards
Best Wishes,

Mark

mqley
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Joined: 2020-07-19 13:25
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Re: Drop Down Categories.

Post by mqley » 2021-01-07 14:07

Hi, ok this works thanks. But there does appear to be an issue to flag up.

It works great for adding in as a new item, but as soon as its saved it goes into the screen where you can Save Changes/Delete/Save a copy etc. At this point it reverts to the first one in the list. So if I did save it would save with the wrong category choice (i.e first option).

In the Table View it looks correct, so saved with correct drop down selection.

But again if I edit from there it shows drop down at the first option. Is this a bug or will I need to edit some other files?

Regards
Best Wishes,

Mark

pbottcher
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Re: Drop Down Categories.

Post by pbottcher » 2021-01-07 15:58

Hi,
I did not get you issue, maybe you can post a screenshot and the code how you implemented it.
Any help offered comes with the best of intentions. Use it at your own risk. In any case, please make a backup of your existing environment before applying any changes.

mqley
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Re: Drop Down Categories.

Post by mqley » 2021-01-07 16:22

Hi, so looking at the attached - see the Category? When you edit it goes to the first option in the tablename.category_name.csv file 'Miscellaneous'

So the question is - why isn't the option being remembered when it the other modes - edit etc? Thanks.

This is what is contained in the csv file. I've tried without line spaces but the same issue.

Miscellaneous;;
Charities;;
Clothing;;
Eating Out;;
Education;;
Entertainment;;
Food;;
Fuel;;
Gambling;;
General;;
Gifts;;
Health & Fitness;;
Holidays;;
Housing;;
Insurance;;
Kids;;
Luxuries;;
Miscellaneous;;
Pets;;
Savings;;
Shopping;;
Standing Order;;
Travel;;
Utilities;;
Attachments
download2.png
download2.png (38.71 KiB) Viewed 3475 times
download1.png
download1.png (69.71 KiB) Viewed 3475 times
Best Wishes,

Mark

pbottcher
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Re: Drop Down Categories.

Post by pbottcher » 2021-01-07 20:13

Hi,

do you have linebreaks in the csv file? You shall not put linebreaks or blanks at the beginning or the end of the option. That will break the logic.

Just put everything in one line

Miscellaneous;;Charities;;Clothing;;Eating Out;;Education;;Entertainment;;Food;;Fuel;;Gambling;;General;;Gifts;;Health & Fitness;;Holidays;;Housing;;Insurance;;Kids;;Luxuries;;Miscellaneous;;Pets;;Savings;;Shopping;;Standing Order;;Travel;;Utilities
Any help offered comes with the best of intentions. Use it at your own risk. In any case, please make a backup of your existing environment before applying any changes.

mqley
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Posts: 70
Joined: 2020-07-19 13:25
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Re: Drop Down Categories.

Post by mqley » 2021-01-07 20:21

Ahh thanks - you've nailed it! Cheers
Best Wishes,

Mark

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