Replace Dropdown Menu Fields in the Insurance Plan

Aug 6th, 2022
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How to Replace Dropdown Menu Fields in the Insurance Plan

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[Music] everyone this is Danielle and in this video I want to talk about this difference between a SharePoint designer and Flo and then how he can do the workaround so specifically in SharePoint designer there is a action its called as a set field and current item and with that action you can actually go in and call the columns from the SharePoint list and assign values to it and you can go ahead and do that now on Flo side this it does not exist on floor you have something called as update item which if you think about it yeah it actually does the same thing but when I show you the demos over here there is subtle differences between the two and that subtle differences can actually make you know can turn out to be a big deal so thats why I wanted to show that to you and then also show that in in the flow side even though that we dont have the said field there is something called a set variable and that actually is a good workaround to kind of get almost a similar functionality as th

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Edit a drop-down list with items that have been entered manually On the worksheet where you applied the drop-down list, select a cell that has the drop-down list. Go to Data Data Validation. On the Settings tab, click in the Source box, and then change your list items as needed.
In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Properties. Click the Select an object dropdown menu, then select [Object] properties to create or edit a property for that object.
For example: To edit or delete any list view you created, click Edit next to the View drop-down list. Dont use quotation marks or any special formatting for drop-down list names. If youre instructing the user to select something or enter a value, tag the value as .
Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
The values in the drop-down list for an extension field can be changed through the following steps: Go to the concerned work center. Go to concerned view. Navigate to the screen where the Extension field is present. Select the Adapt button. Select the Enter Adaptation Mode option from the drop-down.
The drop-down allows you to select from a list of defaults. This list is usually shorter than the complete list available in the pick-list. If you cant find the item you need to select, use the pick-list.
How to edit drop down list in Excel Select the cell(s) containing the drop-down list. On the Data tab, in the Data Tools group, click Data Validation. This will open the Data Validation dialog box. In the Source box, change, add or remove comma-separated items. Click OK to save the changes.
Select the cell with the drop-down list and press Ctrl + C to copy it. Select the cells where you want to add the dropdown. Right-click the selection, click Paste Special, and then select the Validation option. Alternatively, use the Paste Special Validation shortcut, which is Ctrl + Alt + V, then N.

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