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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.
1.1. Open Add Field panel.
1.2. Add a Single Selection field to the page.
Note: This field will ask the user to choose Investment Objectives for the account.
Information: Choices will list the value-label pair for each option. The "value" attribute will map to the corresponding "value" attribute of the meta field in the PDF form. The "label" attribute will be the text displayed to the user.
1.3. Enter the following values for the field settings:
Adding a Single Selection field with choices
Field | Value | Description |
|---|---|---|
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. Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.
2.2. 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