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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.

Note: 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 1: Create five New Form Dropdown fields.

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To create a list of dropdown values, open the Form Dropdowns (329) domain.

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Form Dropdowns (329) domain

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Click New Form Dropdowns, fill out the details for a new value

Details for one of Form Dropdown values

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Click Save.

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Repeat steps 1.1-1.3 five times using the field values below.

Field 1:

Field

Value

Dropdown #

INVESTMENT_OBJECTIVES
This code should be the same for all options that must appear in the same list.

Priority

1
The priority can be used to sort options in a list.

Dropdown Value

Balanced Growth
This is a label for an option. it will be visible to the end-user.

Dropdown Code

BALANCED_GROWTH
This is the code that will map to the "value" attribute of the Single Value Form Dropdown field as well as to the corresponding "value" attributes of the meta field name in the PDF form.

Field 2:

Field

Value

Dropdown #

INVESTMENT_OBJECTIVES

Priority

2

Dropdown Value

Preservation of Principal

Dropdown Code

PRESERV_PRINCI_INCOM

Field 3:

Field

Value

Dropdown #

INVESTMENT_OBJECTIVES

Priority

3

Dropdown Value

Growth

Dropdown Code

GROWTH

Field 4:

Field

Value

Dropdown #

INVESTMENT_OBJECTIVES

Priority

4

Dropdown Value

Speculation

Dropdown Code

SPECULATION

Field 5:

Field

Value

Dropdown #

INVESTMENT_OBJECTIVES

Priority

5

Dropdown Value

Aggressive Growth/Aggressive Income

Dropdown Code

AGGRESS_GROWTH_INCOM

Step 2: Create a new Dynamic Wizard Widget.

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Proceed to Administration menu > Single Pane of Glass tile > Widgets tile.

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Create a new Dynamic Wizard widget.

Step 3: Add a Dropdown Field.

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Open the Pages tab in the Docupace Start editor,

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Create a new page.

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Add a field to the new page.

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Open Add Field panel.

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Add a Single Value Form Dropdown field to the page.

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This first field will ask the user to choose Investment Objectives for the account.

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Enter the following values for the field settings:

Adding a Single Value Form Dropdownfield

Field

Value

Field Label

Investment Objectives

Note: This is the name of the field that is displayed above the dropdown.

Use label as a placeholder

Selected

Meta Field Name

Owner1.PortfolioObj

Note: 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.

Display Type

Select

Note: The list of options will be displayed as a dropdown.

Dropdown #

INVESTMENT_OBJECTIVES

Note: The name of the dropdown as it is defined in the Form Dropdowns (329) domain.

Required

Selected

Note: The user will be required to fill in this field.

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

Step 4: Apply the Changes.

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Click Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.

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Then click Save button at the top of the Widget Details Screen to save these changes.

Step 5: Test Your Widget.

Test the widget by opening the Investment Objectives dropdown. Available options should be:

  • 'Balanced Growth'

  • 'Preservation of Principal'

  • 'Growth'

  • 'Speculation'

  • 'Aggressive Growth/Aggressive Income'.

A Single Value Form Dropdown field with options