Pick Item from Listing

Audience: Citizen Developer

Skill Prerequisites: Actions, Forms

The Pick Item from Listing action allows you to open a listing in a popup to select a row and pull its information into form fields. This action is useful when you need to select an item from a list and automatically populate certain fields in your form based on the selection.

Typical Use Cases

• Quickly populate form fields with details from a selected listing item
• Utilize existing listings to gather user input efficiently
• Replace the need for dropdowns and autocomplete fields when multiple values are required

Input Parameter Reference

Parameter	Description	Supports Tokens	Default	Required
Listing Module	The listing from which you want to select a row. The grid opens in a popup.	No	N/A	Yes
Display Listing Buttons	Toggle to show or hide buttons within the listing popup.	No	Unchecked	No
Mappings	Define how the listing fields are mapped to the form fields. Each form field will receive the value from an associated listing field.	No	N/A	No

Output Parameters Reference

This action does not have direct output parameters. Instead, selected listing values are directly mapped to specified form fields.

Examples

Example 1: Selecting a Contribution

Imagine you have a list of contributions, each with fields like Contribution ID, Name, Description, Link, Comment, and Category. You want to populate a form with the ID and Name of a contribution when selected.

Here is how the example configuration might look:

1. Add an action form on the page with fields for Name and ID.
2. Configure a button labeled "Choose Contribution" to trigger the Pick Item from Listing action.
3. In the action setup:
   • Select the listing module named "Contributions."
   • Map the "Name" field from the listing to the form's "Name" field.
   • Map the "ID" field from the listing to the form's "ID" field.

Example 2: Enhanced Search and Filter

Assume you want a seamless way to filter and search through contributions. The listing allows for search and filtering capabilities. Upon selecting an item:

• Open the listing to search by category or other filters.
• Select a contribution, and your predefined mappings automatically fill in necessary form fields for further processing or submission.

By facilitating easy selection from a listing, this method ensures data is complete and user-friendly.

Revised 08/08/2025