Another way to define a field with selectable values is to list the values in the Form Dropdowns (329) domain. All values with the same "Dropdown #" can then be referenced and used in the same list of options.
These values are displayed in a Single Value Form Dropdown field or Multiple Value Form Dropdown field. The Single Value Form Dropdown allows to choose only one value from the list, and it can be displayed as a dropdown, list of radio buttons, or formatted buttons. The Multiple Value Form Dropdown allows to choose several values from the list, and it can be displayed as a dropdown, or a list of checkboxes.
The example below, shows how to create an Investment Objectives field. It will be a Single Value Form Dropdown field, with its values defined in the Form Dropdowns (329) domain under the Dropdown # 'INVESTMENT_OBJECTIVES'.
Step | Result | |
|---|---|---|
| 1 | To create a list of dropdown values, open the Form Dropdowns (329) domain. |
Form Dropdowns (329) domain |
| 2 | Click New Form Dropdowns, fill out the details for a new value and click Save. Create five such entries with the details listed below. |
Details for one of Form Dropdown values |
Field | Value | |
| 3 | Dropdown # | INVESTMENT_OBJECTIVES |
| 4 | Priority | 1 |
| 5 | Dropdown Value | Balanced Growth |
| 6 | Dropdown Code | BALANCED_GROWTH |
| 7 | Dropdown # | INVESTMENT_OBJECTIVES |
| 8 | Priority | 2 |
| 9 | Dropdown Value | Preservation of Principal |
| 10 | Dropdown Code | PRESERV_PRINCI_INCOM |
| 11 | Dropdown # | INVESTMENT_OBJECTIVES |
| 12 | Priority | 3 |
| 13 | Dropdown Value | Growth |
| 14 | Dropdown Code | GROWTH |
| 15 | Dropdown # | INVESTMENT_OBJECTIVES |
| 16 | Priority | 4 |
| 17 | Dropdown Value | Speculation |
| 18 | Dropdown Code | SPECULATION |
| 19 | Dropdown # | INVESTMENT_OBJECTIVES |
| 20 | Priority | 5 |
| 21 | Dropdown Value | Aggressive Growth/Aggressive Income |
| 22 | Dropdown Code | AGGRESS_GROWTH_INCOM |
| 23 | Proceed to Administration menu > Single Pane of Glass tile > Widgets tile and create a new Dynamic Wizard widget. |
| 24 | Open the Pages tab in the Docupace Start editor, create a new page and proceed to add the field to it. |
| 25 | Open Add Field panel. Add a Single Value Form Dropdown field to the page. This first field will ask the user to choose Investment Objectives for the account. Enter the following values for the field settings: |
Adding a Single Value Form Dropdown field |
Field | Value | |
|---|---|---|
| 26 | Field Label |
This is the name of the field that is displayed above the dropdown. |
| 27 | Use label as placeholder | Selected |
| 28 | Meta Field Name |
This is the unique name for the data held within the field as it can be referenced by other JavaScript code in the widget or mapped to respective fields in PDF forms. |
| 29 | Display Type | Select The list of options will be displayed as a dropdown. |
| 30 | Dropdown # |
The name of the dropdown as it is defined in the Form Dropdowns (329) domain. |
| 31 | Required | Selected The user will be required to fill in this field. |
| 32 | Sort by | 110102,100201 This will sort the values in the dropdown first by Priority (attribute id 110102) and then by Dropdown Value (attribute id 100201). The attribute ids can be seen, by clicking on the attribute name in the domain details for any entry.
Attribute ids for a Form Dropdowns entry |
| 33 | Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes. |
| 34 | Test the widget by opening the Investment Objectives dropdown. Available options should be:
|
A Single Value Form Dropdown field with options |
