Selection Fields
Types
Dropdown: When the type of Field is set to 'Drop-down', users can only select 1 value from a drop down list (by selecting a field of the type 'Grid' more values can be shown).
Checkboxes: When the type of Field is set to 'Checkboxes', users can select 1 or more values from a list, by setting checkboxes.
For checkboxes the available Field settings are:
Repeat Direction : Set how the values should be positioned in the multiple columns. When Horizontal is chosen, the values are placed in the columns from left to right. When Vertical is chosen, values are positioned column by column.
Columns : Define the number of columns in which the checkboxes are positioned. When no value is provided, all checkboxes are placed in 1 column
Radiobuttons: When the type of Field is set to 'Radiobuttons', users can select a single values from a list of radiobuttons.
For radiobuttons, the available Field settings are:
Repeat Direction : Set how the values should be positioned in the multiple columns. When Horizontal is chosen, the values are placed in the columns from left to right. When Vertical is chosen, values are positioned column by column.
Columns : Define the number of columns in which the checkboxes are positioned. When no value is provided, all checkboxes are placed in 1 column
Cascading dropdowns: When the type of Field is set to 'Cascading Drop Down', users are requested to ask multiple values from drop down lists that get narrowed based on earlier selections
Belgium - Brussels Belgium - Bruges Belgium - Antwerp Germany - Berlin Germany - Bonn Germany - Dresden Germany - Frankfurt
...
The value of all drop downs needs to be repeated on each line.
Number of cascade levels: Set the number of levels. Do not set this value to be higher than the number of fields in the Datastore Parameter.
Set display field per language for level X : for each level, please select the field from the Datastore Parameter for each language.
Listbox:
When the type of Field is set to 'Listbox (single selection)', users are able to select a single value from a list of values.
When the type of Field is set to 'Listbox (multiple selection)', users are able to choose multiple values by moving them into the right listboxes
Listbox Search
When long lists are used, it is advised to add a search function to the single or multi select listbox. This can be done by changing the field type. The search function works as a filter and is applied to all values in the list, also when these are initially not presented.
The search function in listboxes will search with wildcards in front and back of the search criteria.
Field settings:
Columns : Use this value to set the width of the listbox by defining the number of characters that fit in the width.
Rows : Set the height of the listbox by defining the number of rows. Note that when 1 line is selected, the list is displayed as a drop down list.
Grid
When the type of Field is set to 'Grid (single or multiple selection)', users are able to choose 1 or more values. Multiple columns can be shown to facilitate this choice.
The Grid can be made searcheable, if a text field is added above, that serves as a filter.
Number of columns : Select the number of columns to be shown in the grid.
Minimum items to select : Only plays a role with the type 'Grid - multiple selections'. Set the minimum number that the user needs to select. Default value is 0 and has no effect.
Max items to select : Only plays a role with the type 'Grid - multiple selections'. Set the maximum number that the user can select. Default value is 0 and has no effect.
Set display field per language for column X : Per column & per language, select the Parameter field that should be displayed.
Rows : Set the number of rows to be displayed by defining the number of rows. The Grid field will automatically add page-navigation below the table, if the number of entries is higher than the selected rows in this field
Settings
Source : Set the Source to be a Datastore Parameter or a Webservice.
Select Parameter: Select a Parameter from the DataStore , or a WebService from the created WebServices.
Max entries to be shown : set the max number of values to be shown. We adise for dropdown to have no more than 30 entries. If more, please use a Searchable listbox. Default value is 1000.
Filter out duplicate values : Option to only show unique values. Please note that the combination of the fields sent to the workflow are used to define what are unique values. When for example Name and Country are sent to the workflow and Country is displayed; the list will still show duplicate country names in case there are multiple Names (sites) in a country. In that case remove Name from the values to send to the workflow, and only unique countries are displayed.
Preselect: If you want to preselect entries.
Nothing: no values are preselected
First value : the first value is preselected. Sorting is alphabetically, or as set in the field 'Sort Field'
All values : select all values
Set display field per language: Per Language, select the Parameter field that should be displayed for the language.
Sort Field: Select the field to be sorted upon. The default is the display field of the primary language (first language option).
Value Fields to send to workflow: Select one or more fields from the selected Parameter. The selected values will be sent to the workflow. Only values that are sent can be used in Processes. Linked values can be de-selected by clicking the X before the name of the value. At least 1 value needs to be selected.
Filters
With dynamic filtering it is possible to filter the content of selection lists, based on values in the current form, fixed values, or user variables. This functionality is very convenient to show people only subsets of lists, based on their personal situation or answers given earlier. On top of that, the maintenance in the Datastore is reduced, as single lists can be used with different forms and in various situations.
Please note that dynamic filtering of lists only becomes available after a new field has been saved. When the field has not been saved yet, the dynamic filtering looks like this.
After saving the field, the following is displayed in the Selection field settings area:
- Connector : how to connect the different rules. SSP handles subfilters as wel. - Parent Filter: if a Subfilter is created, it can be selected here. - Field to be filtered: To define a dynamic filter on the selected Datastore parameter, choose the column from the parameter ('Field to be filtered') that should be filtered . The column can now be used to define a condition via: - Operator: these operators are available:
- Value : Enter a fixed text, or make a dynamic entry, based on the selection below this field.
Options: Person Field: Any information from the Requestor or the Requested For can be selected. These fields are defined under Admin > Adapters > Person Data.
Form Field: The drop down list shows all questions. By selecting a question, all fields of the parameter become available. The selected column will be used as default answer of the current question.
Main/Sub Form Field: When Subforms are used in a form, use this option to select it, and see the Fields belonging to it. This can be used both when defining the main form, as well as the sub form.
Base Form Field : When a form is used in a process, you might want to use a field from the form that was used to start the process. This is where you can select those fields.
Process Instance Variable: when a form is used in a process, you have access to the Variables that are defined in that process. Select the process and the variables are presented for selection.
Repeatable section index : when using repeated sections, you might want to know the sequence number of that section. use this option to implement it in your form (for example to show the number of entries).
In case the filtering condition is using fields that are part of a section, the dynamic filtering will ignore the value in these field when they are currently not displayed in the form. Only fields visible in the form are considered in the condition, with the exception of Hidden fields.
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