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Dropdowns and tags

Covers the two column types for choosing from a set of values: Dropdown (one choice) and Multi-Select Tags (several).

Section titled “Dropdown”

Add a custom column, set its Type to Dropdown, and choose a Value Type:

  • Fixed - manually list value/label pairs (for example, a Status column with Draft, Submitted, Approved).
  • Dynamic - a Qlik expression that produces the options at run time, in value~label pairs separated by |.
  • Lookup - queries a Qlik field live, filtered by the row’s key value. Set the target field or expression, whether it’s a measure, any additional dimensions to filter or join on, and a cap on max options.

Worked example

Section titled “Worked example”

A Cost Center dropdown is set to Lookup, targeting the CostCenter dimension and adding Department as an additional dimension filter. On a row where Department is “Marketing”, the dropdown only offers cost centers valid for Marketing - not the full company-wide list - because the lookup is filtered by that row’s own Department value.

Multi-Select Tags

Section titled “Multi-Select Tags”

Add a custom column, set its Type to Multi-Select Tags, and choose a Value Type: Text, Email, or Phone - each validates what can be typed in. Other settings: Placeholder, Separator (default ||), Allow New (on by default - lets a user type a value that isn’t already in the list), and Max Visible Tags (extra tags collapse into a “+N” chip).

Worked example

Section titled “Worked example”

A Stakeholders column (Type: Email) on an approval-request row lets each row list several approvers. A user starts typing a new colleague’s address that isn’t already tagged elsewhere; since Allow New is on, it’s accepted as a new tag once it looks like a valid email address.

What can go wrong

Section titled “What can go wrong”