Thursday, November 22, 2018

Dropdown Control


Introduction

Dropdown Control allows capturing single or multiple selections among a set of options with typeahead capability.

Features

  • Allow defining the list of available options when designing the form
  • Support single and multiple selections.
  • Set one or more to be the default options
  • Using an internal or external data list as the source to populate the list of available options. This functionality is available in Advanced and Ultimate plan.
  • All of the other standard functionalities of a field in Rethink Workflow
  • Provide placeholders to be used in the workflow including: 
    • values: The comma-separated values of the selected checkboxes
    • names: The comma-separated names (or labels) of the selected checkboxes

How to design

To add the dropdown control to your form, simply drag and drop it from the control panel to the form-design area.

To adjust the properties specifically for checkboxes, click on OPTIONS tab on the properties panel below the control.

Single Selection vs. Multiple Selection

Apart from typeahead capability, a single selection dropdown control works just like a list of radios, and a multiple selection one behaves like a list of checkboxes. To specify single vs. multiple mode, use "Is Multiple?" option in the GENERAL tab.

Define Options

Defining options for dropdown control is similar to radios control.

How to use


The animation below demonstrates how the end-user interacts with a dropdown control.

Using the dropdown field in reporting

Include the dropdown field in column

To include a dropdown field in the list of columns of the report, click COLUMNS button and select it field from the popup:


To export the dropdown values, click on EXPORT button and select the desired formats. The dropdown field provides the following attributes:
  • values: the comma-separated values of the selected options
  • names: the comma-separated names of the selected options

Filter documents using the dropdown field

To filter documents using the dropdown field, click on FILTERS and select it from the list of filters. On the dropdown filter popup, select the values for filtering.


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