How to Disallow dynamic items from a Salesforce Picklist in Get and Push

Last updated Jul 27 2018

Following is an example that will show you, step by step, how to use the 'Disallow dynamic items' option.
Just to remind you all, this option allows you to create a multi select element (like a dropdown for example) based on only one or a few options from a Salesforce Picklist.
In this example we will:
- Get a few of the ''Account type' picklist into a Dropdown element,
- will also configure a Push integration to allow the form filler to also update the data in Salesforce.
We are going to use the  ‘Account type’ Picklist in Salesforce, which contains these 7 items:
Prospect, Customer - Direct, Customer - Channel, Channel Partner / Reseller, Installation Partner, Technology Partner and Other.
However, we are only going to use  3 options from this picklist: Prospect, Customer - Direct and Technology Partner. This means that when the filler opens the dropdown in the form he will only see these 3 options. he will not be able to access the other options from the original picklist. This also means that when this dropdown is populated from Salesforce, It will remain empty when the option in your SF picklist does not exists in your dropdown (for example if the value in SF is 'Installation Partner' the dropdown will not have any selected item).

Let's get started
What you need to do is:
- Drag a dropdown element


- Remove the default choices of the multi item element in the form builder.


- Add the 3 choices you wish to display in your dropdown:  
Prospect
Customer - Direct
Technology Partner


- You will need to set advanced values for the dropdown options. When you open the window you will see that the  ‘Advanced values’ fields are already populated with the same value as the text you entered.
You can change them or leave them as is. But just be sure to save these existing values, even if you did not change them.


- another important thing is making sure the advanced values of these 3 choices in the form builder are identical to the picklist items’ ‘API name’.


- Turn on the ‘Disallow dynamic items’ checkbox in the dropdown.


- Add a textbox to the form and change its label to “account”.
- and finally: configure the SF integration and map your fields as usual:

The Get integration

- Authenticate with Salesforce
- Choose object: Account


- Set condition: Account name equals account


- Mapping: Dropdown → Account type


- Apply and save your form.
- Test the form:
- First prepare some test data in Salesforce : Create a test account and define its type as “Prospect”
- Publish the form as URL
- Enter the test account name in the 'account' field and you will see that the option ‘Prospect' is drawn from SF and selected in the dropdown..
If you go back to Salesforce and change the account type to different option- that your dropdown does not contain - and test your form again -you will see that no value is now selected in the dropdown.

The push integration
If you want to allow the form filler to also update the populated fields - you can do so, as always, with the Push integration. However, In this case as we’ve showed you, you will only be giving your filler 3 options to choose from in the dropdown.

Steps to add the push:
- Add a hidden field to your form and change its name to AccountID


- Set your push integration:
- Press on the ‘Set notification’ button
- Add object: Account
- Select the action :Update
- Set a condition:  Account ID equals AccountID
- and finally map the fields:
 Account type → Dropdown value


+ Please notice that in this case of ‘Disallow dynamic items’, because we are not drawing all of the Picklist items from Salesforce, you will need to map the SF field to your form element value (and not to the element itself as we always do in Push).

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