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One way to define a field with selectable values is to list the values directly as the list of Choices of a Single Selection field or Multiple Selection field. The Single-Selection allows users to choose only one value from the list, and it can be displayed as a dropdown, list of radio buttons, or formatted buttons. Starting from Connect v4.53, it can also be displayed as a list of large tiles formatted with an Options template. The Multiple Selection 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 Selection field, with three possible values that will appear in a dropdown list.
Step 1: Add a Single Selection Field.
Rw ui steps macro | |
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Open Add Field panel. |
Add a Single Selection field to the page. Note: This 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 Selection field with choices
Field | Value | Description |
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Field Label |
| This is the name of the field that is displayed above the dropdown. |
Use label as placeholder | Selected | |
Meta Field Name |
| This is the unique name for the data held within the field as it will be referenced by other JavaScript code in the widget (the Choices Expressions function defined earlier). |
Display Type |
| The list of options will be displayed as a dropdown. |
Required | Selected | The user will be required to fill in this field. |
Choices | value = | |
Choices | value = | |
Choices | value = |
Step 2: Apply Changes.
2.1.Rw ui steps macro | |
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Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes. |
Then click the Save button at the top of the Widget Details Screen to save these changes. |
Step 3: Test the Widget.
Test the widget by opening the Investment Objectives dropdown. Available options should be:
'Income'
'Long-Term Growth'
'Short-Term Growth'.
A Single Selection field with choices