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One more way to define a field with selectable values is to display the records from one of the Docupace domains. All records or a filtered subset of the domain records can be used as the list of options. This should be the usual way of selecting values for attributes, that are kept in the domains: rep codes, advisors, existing client folders and subfolders, sponsors (vendors, custodians), countries, states, and so on.
To present domain items to the user, you will need to know the name of the domain as well as the attribute IDs, that will be displayed. The attribute ids can be seen, by clicking on the attribute name in the domain details for any entry. If attributes are referenced from another domain (e.g. several Advisors for a Rep record, or Entities for a Custodian record), then click on the section name to get the attribute ID, then open the referenced record to get the relevant attribute IDs from it.
Docupace domain values can be displayed in the following ways:
Domain Single Selection – a dropdown, radio buttons, button list or tiles, that allows to select one item from a domain,
Domain Multi Selection – a searchable dropdown or a tag list, that allows to select several items from a domain,
Domain Tile Selection – a list of items displayed as square tiles, that allows to select one item from a domain (deprecated, as the same effect can now be achieved by using Display Type > Tile List for any Domain Single Selection field).
The example below, shows how to create a Custodians field. Itwill be a Domain Single Selection field, with its values defined in the Sponsors/Custodians (116) domain displayed as a list of tiles.
Attribute ids for a Custodian entry and referenced Entity records
Step 1: Add a field to show the Sponsors/Custodians (116) domain.
1.1. Open Add Field panel.
1.2. Add a Domain Single Selection field to the page.
Note: This field will show the user tiles of records from the Sponsors/Custodians (116) domain.
1.3. Enter the following values for the field settings:
Adding a Domain Tile field
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Step 2: Apply the Changes.
2.1. Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes.
2.2. Click the Save button in the top of the Widget Details Screen to save these changes.
Step 3: Test Your Widget.
3.1. Test the widget by opening thewidget.
3.2. The screen will show tiles with all custodians available in the system.
A Domain Single Selection field with tiles