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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.

Note: 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 1: Create five New Form Dropdown fields.

Field 1:

Field	Value

Field	Value
Dropdown #	INVESTMENT_OBJECTIVES This code should be the same for all options that must appear in the same list.
Priority	1 The priority can be used to sort options in a list.
Dropdown Value	Balanced Growth This is a label for an option. it will be visible to the end-user.
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.

Field 2:

Field	Value

Field	Value
Dropdown #	INVESTMENT_OBJECTIVES
Priority	2
Dropdown Value	Preservation of Principal
Dropdown Code	PRESERV_PRINCI_INCOM

Field 3:

Field	Value

Field	Value
Dropdown #	INVESTMENT_OBJECTIVES
Priority	3
Dropdown Value	Growth
Dropdown Code	GROWTH

Field 4:

Field	Value

Field	Value
Dropdown #	INVESTMENT_OBJECTIVES
Priority	4
Dropdown Value	Speculation
Dropdown Code	SPECULATION

Field 5:

Field	Value

Field	Value
Dropdown #	INVESTMENT_OBJECTIVES
Priority	5
Dropdown Value	Aggressive Growth/Aggressive Income
Dropdown Code	AGGRESS_GROWTH_INCOM

Step 2: Create a new Dynamic Wizard Widget.

Step 3: Add a Dropdown Field.

^{Adding a Single Value Form Dropdown}^field

Field	Value

Field	Value
Field Label	`Investment Objectives`	Note: This is the name of the field that is displayed above the dropdown.
Use label as a placeholder	Selected
Meta Field Name	`Owner1.PortfolioObj`	Note: 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.
Display Type	Select
Dropdown #	`INVESTMENT_OBJECTIVES`
Required	Selected
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}

Step 4: Apply the Changes.

Step 5: Test Your Widget.

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

Docupace Platform User Guides

Creating Selections from Form Dropdowns