How do I create select entry fields?

Owned by Stratawise Support
Last updated: Jul 27, 2018

Select entry fields are a type of dropdown. They are best suited for lists that are short and not shared across modules. 

Use a Select List if: 

  • There are a small number of dropdown entries. 
  • The list rarely changes. 
  • These options are only used once and in only one module. 

Procedure

  1. See the How do I make and customize a new form? post or open one of the forms that are there automatically when a module is created. 
  2. Choose Select from the dropdown on the palette and select the green + next to the entry field you wish to add, or drag the entry field from the palette and onto the form editor. 
  3. Click on the Wrench icon beside the chosen field. 
  4. Click on the Lock icon beside the chosen field which should turn into a Flag icon. 
  5. Fill in the space next to Display Name with the text you wish to appear for users. 
  6. To make it so that the entry field can only be read check Read Only. 
  7. To make it so that this field entry will appear in the grid check Show in Grid. 
  8. To make this entry field not appear within the form check Hide In Form. 
  9. Adding a Short Label will change the text that will appear in the gird. 
  10. Entries into the Tool Tip will appear if the user hovers over the field. 
  11. The Condition tab will not work in the preview, but text entered into it must be a Java Script request. 
  12. Click on the Options tab. 
  13. Click on the + in the upper right corner to add values. 
  14. Text typed into the spaces below Value is the recorded data. 
  15. Text typed into the spaces below Text is what will appear to users in the Form. 
  16. Click on the empty Circle to the left of each option to set it as the default. Press the icon to the left of Clear All Defalt Values to make it so there are no default values. 
  17. To make a field required, click on the Validation tab and check Required. 
  18. Entering java script into the Custom JavaScript tab is a higher level feature. Contact support for more information. 

Helpful Tips

  • Typing a condition that cannot be true to the Condition field (i.e. random text) will result in the field not appearing in the form. 
  • Text entered into Placeholder Text will appear as an additional category in the dropdown.