Creating Selection from Domain Fields
- Inese Auzina
- Mercedes Rothwell
Click on Images to Expand Them
One more way to define a field with selectable values is to display the records from one of the Docupace domains. All records or a filtered subset of the domain records can be used as the list of options. This should be the usual way of selecting values for attributes, that are kept in the domains: rep codes, advisors, existing client folders and subfolders, sponsors (vendors, custodians), countries, states, and so on.
To present domain items to the user, you will need to know the name of the domain as well as the attribute IDs, that will be displayed. The attribute ids can be seen, by clicking on the attribute name in the domain details for any entry. If attributes are referenced from another domain (e.g. several Advisors for a Rep record, or Entities for a Custodian record), then click on the section name to get the attribute ID, then open the referenced record to get the relevant attribute IDs from it.
Docupace domain values can be displayed in the following ways:
Domain Single Selection – a dropdown, radio buttons, button list or tiles, that allows to select one item from a domain,
Domain Multi Selection – a searchable dropdown or a tag list, that allows to select several items from a domain,
Domain Tile Selection – a list of items displayed as square tiles, that allows to select one item from a domain (deprecated, as the same effect can now be achieved by using Display Type > Tile List for any Domain Single Selection field).
The example below, shows how to create a Custodians field. It will be a Domain Single Selection field, with its values defined in the Sponsors/Custodians (116) domain displayed as a list of tiles.
Attribute ids for a Custodian entry and referenced Entity records
Step 1: Add a field to show the Sponsors/Custodians (116) domain.
Adding a Domain Tile field
Field | Value |
|
|---|---|---|
Field Label | Custodian |
|
Meta Field Name |
| This is the unique name for the data held within the field as it will be mapped to respective fields in PDF forms and will be recorded in the work item. |
On value change | Leave empty.
| This setting may contain JS code that will be performed, when the value in this field has been changed. |
Initial value | Leave empty.
| This setting may contain JS expression that chooses initial value for the field. |
Data Attribute |
| This will use the Name attribute of the Custodian record as the value for the Meta Field. |
Display Attributes |
| This will use the Name attribute of the Custodian record as the value displayed to the user. |
Label formatter | Leave empty. |
|
Filters Expression | [
{
'@type': ' boolean',
'attrId': 130063,
'orSections': [
{
'searchType': 'EXACT_MATCH',
'matchToValues': [true]
}
]
}
]
| The filter selects records from the Sponsors/Custodians (116) domain, where the eSign Allowed attribute (130063) is set to “Yes”. This setting may contain an array that describes a filter, which is applied to the values from the domain, so that only those options that match the filter, are displayed to the end-user. |
Domain | Sponsors/Custodians
| Note: This domain may have another name on your specific site, such as Vendor/Custodian |
Display Type | Tile List |
|
On Select | setTimeout(function () {
scope.$emit('wizardEvent', 'action', { transitionName: 'Next Page' })
})
| The action that will be carried out when the user clicks on a tile. In this case - proceed to the next page. |
Option template | HTML code for the template that will display the name and an image on each tile.
| |
Column Span | 2 |
|
Step 2: Apply the Changes.
Step 3: Test Your Widget.
A Domain Single Selection field with tiles