Introduction
...
Example 1: View customer list
| Tip |
|---|
The following example shows how you can use a business rule to set your dropdown options dynamically. However, another (often simpler) method is to use your query URL as the Options Source directly in the control's OptionsSrc property. Please see our documentation on Setting Up Dynamic Options - No Coding Needed for details. |
Our first example is to create a form with a dropdown control that is dynamically populated with the above list of customers from the database. When the user selects a customer by name, the value of the dropdown control should be set to the customer number.
...
When the form is loaded, the drop down will be populated with the list of customers as shown in the image above.
Example 1B: Prefill Customer's Manager for Dynamic Workflow Routing
A common use case is to set values (not just selection control options) in your form based on a DBC query. In this example, we want to query the database to get the customer's Account Manager ID from the column in our database named accountMgrId. This is one way to route a workflow dynamically - we can then set an approval step assignment to a template of the Account Manager ID field to send it to the correct Account Manager for this customer.
...