Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

Click on Images to Expand Them

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

4

Priority

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

5

Dropdown Value

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

6

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.

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

Investment Objectives

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

27

Use label as placeholder

Selected

28

Meta Field Name

Owner1.PortfolioObj

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 #

INVESTMENT_OBJECTIVES

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:

  • 'Balanced Growth'
  • 'Preservation of Principal'
  • 'Growth'
  • 'Speculation'
  • 'Aggressive Growth/Aggressive Income'.

A Single Value Form Dropdown field with options




  • No labels