Using the Choice feature as a filter on Details Style screen

Hi,

I am using a Details Style screen, and at the top, I have implemented a “Choice” feature to filter my inlist. That being said some listings have multiple “Payment Methods”. For example, the user can select sellers that accept cash, card, paypal, venmo. But, Unfortunately, some listings (sellers) accept multiple payments. So, normally if it were a dataset where there were only one payment type per listing (seller), the filter would be fine and the user would be able to view all listings that accept Ex: Paypal and the user would view all listings (Sellers) that accept Paypal.

But, since the case is how I explained, I am left with choices that say
“Paypal, venmo”
“Debit,cash,venmo”
“Cash,venmo”
“Cash”

Any solutions?

Within a choice component under OPTIONS you could enable ‘Allow selecting multiple’.
Screen Shot 2022-08-31 at 10.53.45 PM

I would create a separate table the individually lists each payment type. Then use that as the source of your choice component. Then you can filter where the choice value is included in the list item payment methods.

1 Like

Unfortunately, this allows the users to select multiple but not the Seller to have multiple payment types.

Thanks for your reply Eric!

1 Like

Hi Jeff,

This seems like it should work. I am trying to figure out how to set up the rows of the separate table. I have a column of sellers. Then do a column for each payment type?

-Nick

It would just be a table with 5 or so rows and one single column for payment type. It would be used purely as the source list for the choice component.

So this works to get the options on the filter. Which is great and thank you for helping me take a step forward. I’m now trying to figure out how. You mentioned to “Then you can filter where the choice value is included in the list item payment methods.” …How can I get this to occur? The options are there but after clicking a single payment method, the same Sellers are on the inline list.

I am so close :slight_smile: You have been amazing. :pray:

-Nick

Can your show the filter for your inline list? You should be able to set up the filter on the list by selecting the payment type column from the seller table ‘includes’ payment type from the screen value of the choice component.

image

This is how I currently have the Choice set up

“Compensation Type” is the name of the separate table I just created for payment types.

Screen Shot 2022-09-01 at 12.07.15 AM

I currently have nothing under Filter Data. I have started though. I have done the Payment Type, includes, screen. But the only option I have for the 4th element is to put Payment Type, again. Which does not cause the filter to work. I am not seeing anywhere to include the Methods of Compensation (Payment Type) Choice in the 4th element like you have done. Therefore, I am still leaving the Choice out of the equation. :confused:

-Nick

What you are showing is not a filter. That’s the settings to set up the choice component. What you are showing for your choice component settings looks correct as is, but which column and in which table are you writing that choice to?

To set up the filter, you need to click on your inline list component, open the Option tab on the right hand panel of the builder, and then add a filter to that inline list. The screen value in the filter should be whichever column your choice is writing to.

I know but I had no filter yet. This is how it looks now.
“Methods of compensation includes Methods of compensation”

How were you able to find the Choice component in the third dropdown?
Screen Shot 2022-09-01 at 12.42.25 AM

Note: the 1st and 4th element are identical (Methods of compensation). The 4th should include Choice element as it did in your screenshot.

I believe I am unable to see the Choice as an option since the Inline lists dataset is the list of sellers and not the separate list where I have the payment types. This has to be the case so all sellers appear on page load.

-Nick

This part is important to know. This is the column that receives your selected choice:

  1. which table is your screen attached to?
  2. which column in that table is your choice writing to?

I’m curious if you are writing the choice value to the existing ‘Methods of Compensation’ column in your seller table. If you are, then it’s very likely that you are overwriting the payment method of one of your sellers. I personally create a separate single row table to receive my choice value and also serve as the screen source. Although, if your screen is attached to the Seller table, then all you really need is a separate user specific column to receive the selected choice. This should be the column that is ultimately used for the third dropdown in your inline list filter.

image

Can you explain what you mean by the 4th element? The filter only has three items to select, so I’m not sure what you are referring to with the 4th.

1 Like

3rd element then, sorry. I was including the “Screen” step at first.

I am writing the Choice to the table with the Compensation Types that I created separately.

  1. which table is your screen attached to?
    -the inlist is attached to the main Seller database
  2. which column in that table is your choice writing to?
    -The Compensation Types (payment types) are the only column in the separate table

(Still going through your message…lol)

I’m curious if you are writing the choice value to the existing ‘Methods of Compensation’ column in your seller table. If you are, then it’s very likely that you are overwriting the payment method of one of your sellers. I personally create a separate single row table to receive my choice value and also serve as the screen source. Although, if your screen is attached to the Seller table, then all you really need is a separate user specific column to receive the selected choice. This should be the column that is ultimately used for the third dropdown in your inline list filter.
-So the only problem is that I am unable to use the separate, single row table as my data source for the display: “Compensation Types” since it is inside the listing and I have to use the columns from the main database of Sellers.

Again, thank you for your patience, you are awesome.

Your screen is a details style layout with a choice component and an inline list on it, correct?

I realize the source of the inline list is the Sellers table, but what is the source table of your screen? Based on your response that you are writing the selected choice to the Compensation Type table, then that tells me that your screen is attached to the Compensation Type table, correct?

If your Compensation Type table only has one column and your choice component is writing to that column, then you are most likely overwriting your first compensation type with the selected choice. The choice needs to write to it’s own column.

I suggest studying the documentation on choice components. I think you have a few things configured incorrectly.

Here is some information on filters.

If you are still having trouble, it would really be helpful to see screenshots of your screen configuration, choice configuration, and inline list filter. Better yet, a Loom video would help to show things that might be missed in a screenshot.

1 Like

Your screen is a details style layout with a choice component and an inline list on it, correct?
-Yes

I realize the source of the inline list is the Sellers table, but what is the source table of your screen? Based on your response that you are writing the selected choice to the Compensation Type table, then that tells me that your screen is attached to the Compensation Type table, correct?
-No, I am unable to because it is inside a listing and I can’t select the separate table or any data on it (essentially anything not on the main table)
-The source of the choice is currently the Compensation Type column from the separate table so I can have the choices (compensation types/payment types) appear correctly

I realized that my mistake is somewhere in the “Write to” section of my filters. I do not know what this means and we will be leaving it there for the moment. Going to get back on it tomorrow.

I hope this thread soon provide some value for more people.

Just jumping in here, as I know it’s getting quite late for Jeff.

What you are trying to do should be quite straight forward, but from reading through the thread I get the impression that you’ve managed to overcomplicate things somewhat. And perhaps you’re misunderstanding a couple of key concepts.

In order to better understand your current setup and provide the best guidance, I think we really need either a Loom video that walks through your setup, or at least a few screen shots. If screen shots, then please provide the following:

  • A screen shot of your builder component layout
  • A screen shot of the underlying table (the one your layout is connected to), that shows the column headings
  • Screen shots of any other relevant tables.
3 Likes

Hi Darren,

I appreciate you both a ton. I have definitely over complicated things. Is there a simple way to filter an inline list? Should I be using a Choice button or is there a better one to use in this context?

I have simplified my filter to just two Payment Types. I have included the Payment Types in the Details under Content on each Card of the inline list display. Not sure if this helps.

The goal is to have two buttons or drop downs (which ever functions) one to filter by sellers who only accept Payment type A and the other button to filter by sellers who only accept Payment type B.

Is there a reason why you can’t/won’t provide any screen shots or a video?

We can’t see what you see, so having some screen shots really helps a lot to be able to visualise what you have.

There are lots of different approaches to applying dynamic filters, and no one size fits all. It just depends on the situation. I know you’re trying your best to explain your setup, but a few screen shots really would help.

2 Likes

For the obvious, I don’t want my app or data to be public. Here is a redacted screenshot of the screen (Details style) that has the inline list on it.

Details (located in the Title section under Content in the inline list) = describes details of seller
Payment (located in the Details section under Content in the inline list) = payment type accepted by seller

I am working on getting the rest of what you asked for…

Just to give you an idea of what we’re looking for…

Show us the configuration of your screen layout:

Show us which components you have on that screen:

Screen Shot 2022-09-03 at 11.59.16 AM

You’re using choice components, show us how they are configured:

For the underlying data tables, we don’t care about the data - redact whatever you need to. The column headings are what is important. We can deduce a lot just from seeing those:

For any key columns, show us how they are configured:

3 Likes