Working with Popup Lists for Input Box Filters

Popup lists (called dropboxes) are filter options that display filtered content from catalog tables. Users open the popup list by clicking the input box button on the catalog interface. When the popup list appears, it displays the values from one or more columns in the catalog table as a list of options. After the popup list loads, users can filter it using a search box.

When users make a selection in a popup list, they select an entire row from the catalog table. However, the input box only displays the value from the column you specify. You can map the rest of the values from that row to other fields. Using mapping options, other filter options can be dynamically selected based on user choices in popup lists. This option simplifies the search process for users and ensures that filter options are selected according to the established requirements.

When creating a popup list, you must specify the catalog table that stores the information and the columns that will provide the values for the popup list. To ensure the column values are properly displayed:

• Enclose the column names in curly braces {column name}.

• Enter the column names exactly as they appear in the catalog table.

For example, you have a dynamic table that uses the field IDs as columns. You want to include values from the Display Name/Code and the Item Name/Number fields in the popup list. You also want the item name/number in parentheses. To do this, use the following syntax:

{displayname} ({itemid}) 

Examples of options displayed in the popup list:

• Office Desk A100 (OFF-DESK-A100)

• Office Desk B100 (OFF-DESK-B200)

• Office Desk C100 (OFF-DESK-C100)

You can also change the look and feel of the options by formatting the column names. You can modify the font and size or make the text bold, italic, or underlined. When adding formatting, place the tags outside the curly braces—for example <b>{column name}</b>. To verify the formatting, click the Source button and view the HTML code.

To work with a popup list:

1. In NetSuite, go to Guided Selling > Product > Product Maintenance.

2. Edit a catalog (called a product).

3. Go to the Questions subtab to view filters (called questions).

4. Click the name of the input box filter for which you want to create a filter option (called an answer).

5. On the Answers subtab, click New CPQG Answer.

6. In the Data Type field, select Dropbox to create a popup list.

7. Click the Table Options subtab.

8. In the Table Reference field, select the catalog table you want to associate with the popup list.

9. In the Column in Table to Get Value field, select the column that provides the value to display in the input box.

10. In the List Option Label field, enter the column names in curly braces.

    Note:

    When adding formatting, place the tags outside the curly braces. For example:

    <b>{Column Name}</b>

    To verify the formatting, click the Source button.

11. (Optional) In the Map columns to QA field, provide one or more filter options where you want to map other column values from the same row. Use the following syntax:

                    {"column1":"FILTER_CODE1/OPTION_CODE1", "column2":"FILTER_CODE2/OPTION_CODE2", "column3":"FILTER_CODE3/OPTION_CODE3"} 
    
                  

12. Click Save.

Related Topics

• Working with Filter Options
• Creating and Organizing Search Filters for the Catalog User Interface

General Notices