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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
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or a list of checkboxes.
The example below
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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
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Result
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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.
Enter the following values for the field settings: |
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Adding a Single Selection field with choices
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Field | Value |
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Description | ||
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Field Label |
| This is the name of the field that is displayed above the dropdown. |
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Use label as placeholder | Selected |
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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). |
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Display Type |
| The list of options will be displayed as a dropdown. |
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Required | Selected | The user will be required to fill in this field. |
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Choices | value = |
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label = |
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Choices | value = |
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label = |
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Choices | value = |
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label = |
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Step 2: Apply Changes.
Rw ui steps macro | |
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Click the Apply button |
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at the bottom of the screen to close the Widget Design Screen and apply changes.
Then click the Save button |
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at the top of the Widget Details Screen to save these changes. |
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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'.
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A Single Selection field with choices