Creating Drop Down List Options from Flow Output

Overview

In a Form, drop-down list options can be created from several sources. These sources include populated data from workflows, specifying a static list directly in the Form Designer, or running a workflow to populate a list of choices. The following example will show how to configure drop-down options from a Flow to output the required information for the drop-down options.

Example

The example Flow will display a Form containing a drop-down list and a button. In the drop-down list, users will be able to select from a list of all available accounts. A Flow will populate this drop-down list. Another Flow will be created to display the Form.

1. In the Designer Folder, select the CREATE FLOW button.
2. In the resulting Create Flow dialog, name the Flow and select 'CREATE' to open it in the Flow Designer.
3. In the Flow Designer Quick Add Step dialog, under Integrations > All Integrations > Internal Services > AccountService category, select Get All step and Add to add it to the workspace.

   

4. Next, connect the step outcome to the End step. The Flow must be configured to output the accounts it retrieved in Get All.
5. Select the End Step.
6. In the Properties panel, in the Output section, select the Show Editor link.
   
7. Name the output "Account". 
8. Under Type, search, and choose Account. 
9. The Flow is expected to output a list of accounts, not just one, check the Is List checkbox.
10. Next, map where the End step gets the Output Information from.
11. In the Inputs column, change the Mapping Type to Select Value [From Flow].
12. Then, select the Get All_Output option.
13. Save and close the Flow Designer.
14. In the Designer Folder, select the CREATE FLOW button.
15. In the resulting Create Flow dialog, name the new Flow, and select CREATE to open it in the Flow Designer.

    

16. Begin building the Flow by adding a Show Form step from the Favorite Steps category in the Steps panel.

    

17. Name the Form and select CREATE.
    
18. In the Form Designer, place a button on the form by dragging the Button control from the Form Controls panel to the workspace.
19. Next, search for the Drop Down List control in the Form Controls panel, then drag it to the workspace.

    

20. With the Drop-Down List selected, in the Properties > Input Data section, under the Type selector search for and select Account.
21. Under Display Field, specify EmailAddress. 
22. Change the List Input Source to Flow which will allow the drop-down list to call a Flow.
23. Identify the Flow choosing the selector within the Flow ID and connecting to the Flow where the Get All step is located.
24. Save and close.

    
    

25. With the Form selected set Input > Accounts to Ignore. 
26. To show the selected item from the drop-down menu is available to use in the Flow, add a Show Popup step from the Favorite Steps category in the Steps panel. 
27. Choose Constant for the Subject of the Popup and type "Selected Drop-Down Data". 
28. For the Message select Selected Account.EmailAddress from the Form. 
29. Connect the Done path to the End step.

    

Debug

1. In the Debugger the Form is presented. When letters are entered in the drop-down list, the account email addresses containing that pattern automatically appear in a list beneath the control. 
2. Alternately, select the arrow on the right side of the drop-down list to show all of the available accounts.
3. Choose an Account and select Done on the Form and the Show Popup step displays the account that was chosen.