Conditional Options Based on Previous Selection

[MattR79]

I am starting to experiment with developing apps and I have a question about conditional list box options.  I have an app where a user can freeform enter a client name in the text box, and then the next step is for them to select the currency/currencies that they are interested in reviewing.  What I would like to do is to have the currency list change dynamically based on the client chosen in the previous step.  So if, for instance, a client only has products in USD and AUD then those should be the only currencies which show up in the list box, then if they select a client with 8 or 9 currencies all of them should show up.  Is this something that is possible to do?  Below is an image of the applicable section of the workflow.

[DataNath · Accepted solution]

Hey @MattR79, definitely possible! You'll need to use chained apps for this whereby you print the valid currency options out to a file/db that is then read in to populate the options in the second. You can find the interactive lessons on that here:

https://community.alteryx.com/t5/Interactive-Lessons/Chaining-Analytic-Apps/ta-p/243120

One of the assets I've shared on the community gallery is a very simple example of a chained app, ensuring when you're converting currencies that you can't select the same one to convert to in the second, if you want to download it and take a look at how it's built:

https://community.alteryx.com/t5/Community-Gallery/Currency-Converter/ta-p/1010757

[MattR79]

Thanks, I will look into that and see what I am able to come up with.

[abacon]

I have found the best way to do this is with an yxdb file. Follow the documentation provided above but yxdb works the best as the storage for the selections that get passed through to the chained app.

[apathetichell · Accepted solution]

I'd strongly recommend that you NOT use a freeform text box - but rather use a dropdown (for single selection) or a lisbox (for multiple selections). This will prevent spelling errors on the company name. Check out this weekly challenge and retool it for your needs:

https://community.alteryx.com/t5/Weekly-Challenges/Challenge-175-Tire-Size-Calculator/td-p/447639