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Drop-Downs & Pick Lists

 

Most records in MinistryPlatform are directly related to other records. When two record types are related, you can choose an option from either a drop-down menu or pick-list.

In the example above, the Event Type, Congregation, and Location are all related records. The drop-down menu displays under the field when you click it, and the pick-list is available using the search icon.

Drop-Down Menus

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. This menu can display up to 200 records. If you can't find the item you need to select, use the pick-list instead.

Drop-down lists are always sorted alphabetically to facilitate rapid selection, especially for long lists.

When editing a previous drop-down selection, if no value is needed, select "(clear)" after removing the previous value.

Pick-Lists

The pick-list allows selection from all records. The pick-list dialog box allows filtering, views, selections, and adding records. To open the Pick-List, click the search button (magnifying glass icon) next to the field.

  • Search - Use standard search methods to narrow down your list. See Searching, Sorting and Selecting for details.
  • Views - Views available on a Page are also available for the Page's pick-list.
  • Selections - Selections available on a Page are also available on the Page's pick-list.
Note: You may have to search for something in order for the "New Record" button to display. This helps reduce duplicate records.

Filtering Drop-Downs and Pick-Lists

The list in the drop-down menu and the default view in the pick-list is controlled by the "Pick-List View" field for the Page. See Page fields for more information.