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Planview Customer Success Center

Some UDF Code drop downs show the same value twice

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Symptoms

In an intelligent form, a drop down list based on the Code Detail data source shows multiple values. For example, it should show yes/no but there are multiple occurrences of yes and no.

Reason

This can happen if code values are defined at different levels (system level, global workgroup, workgroup). In that case there are indeed multiple values in the CodeDetail table.

Resolution

If values need to remain configured at multiple levels, the form needs to take extra steps:

Possibility 1: In Manage data sources, add CodeTypeSummary as filter field to the CodeDetail data source. In the form, add the suitable GUID that corresponds to level (system, global workgroup, workgroup) that should be displayed. If this value is different between the development and production environment, a hidden field and more data sources need to be added (but the details for this would go beyond the scope of a knowledge item)

Possibility 2: Create a custom view, that doesn't show duplicates or adds additional columns for easy filtering. Then add a corresponding data source in Intelligent Forms manage and have the drop down lists in the form use that data source.