Version 6.4.1

Dynamic loading of foreign key dropdowns in participant site

Performio is rolling out the dynamic loading or lazy loading of drop downs feature to participant sites with this release. This type of drop down will be available in custom table modules and request approval modules.

This type of drop downs displays 30 values on the initial scroll down. Once the 30th result is reached, it retrieves the next 30 values and displays dynamically. This helps in retrieving data faster to the user and helps in optimizing performance.

Custom table modules configured with below values will get this drop down in add and edit screens of records. Search section in custom table list view also will get this drop downs if the search is enabled.

Note: Custom table modules with Inline editing will have drop downs that are not dynamically loaded. This means larger data sets displayed in inline edit drop down would cause performance issues.

Add Records

dynamic loading

Edit Records

dynamic loading

Search Records

dynamic loading

Searching for a value inside the dropdown

dynamic loading

Currently, dropdowns will be displayed when values in Custom table modules are configured with below

  • Participants
  • Teams
  • Team Members
  • Custom Table Reference
  • Custom Table reference Filtered

Search section of custom table module will display all the fields from a custom table if selected as search in the custom table configuration. The values in drop down of search section will have the complete list of source.

dynamic loading

Eg: participants drop downs will display all participants on the site. If the participants are filtered as below in custom table configuration, the list of values in drop down will be all participants.

dynamic loading

Request Approval Module

Dropdowns in the search section of Request approval module will have dynamically loaded dropdowns.

dynamic loading

Product Enhancements

  1. Salesforce importer configurations were optimized
  2. Filtering of records around small numbers was fixed
  3. Approval enhancements
  4. Mobile participant view changes