Does OnePlaceMail support OR can the API be used to create Cascading/filtered dropdown lists
Does OnePlaceMail support OR can the API be used to create Cascading/filtered dropdown lists?
For example, Pick a Client Code then pick a Project Code, with the Project Code dropdown only listing the projects for the Client Code selected.
Ash Bonebrake
shared this idea
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Ilia Zhukov
commented
Hi Ash,
Thank you for your question.
There are at least three options to achieve described functionality.
1) The OnePlaceMail Plugin API could be used to provide a custom user interface allowing the user to select Client and then (filtered) Project. The logic for the filtering would be implemented in the custom plugin. The plugin would then set the value of one or more SharePoint columns (e.g. Client Code and Project Code which may then be created in SharePoint just as text columns as all the logic is done in the plugin).
The only limitation to this approach is that you won’t get a consistent experience if you also need users to manually add files to the same libraries directly through the SharePoint user interface. Please take a look at this article as it has an example that is similar to your requirement:
2) You can achieve this in SharePoint 2010 using Managed Metadata, this is an option as well:
3) Another option is using Document sets:
Create a Library that has a folder for each Client
Under each folder Create a document set for each Project
Metadata can be stamped on all documents added to the document set automatically.
Please take a look at the video on using OnePlaceMail and Documents Sets, creating them during the filing process etc. https://www.youtube.com/watch?v=_WHc_iNSAtc