Name
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Name
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Enter a name for the object. This is the name of the object as it will show in field chooser, the Browser bar and other object lists.
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Items
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Caption
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Click in the Caption column and enter the drop-down option item. Repeat in each row for all the drop-down options needed.
Each option in the drop-down list presented to the user will have a caption. The caption is the user-friendly representation of the data value equivalent for that selection.
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The options presented in a list can be dynamic and based on a background look-up to another form or database. See Setting Up a Background Lookup Using a Connect Command.
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Value
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Enter a text or numeric value to be returned when the option is selected and submitted.
Click in the Value column and enter the data value to be associated with that drop-down option. The value can match the caption text if desired. Repeat in each row for all the drop-down options needed.
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Selected
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Determine which option will be the default option presented in the drop-down list by selecting a check box in this Selected column.
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.png "Add Item Button")
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Click this Add Item button to add a row to the options list.
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.png "Remove Item Button")
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Click this Remove Item button to remove a row from the options list.
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.png "Move Item Up & Down")
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Click these Move Item Up and Move Item Down buttons to move options up and down in the options list.
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.png "Add Predefined List")
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Click the Add Predefined List button to supply a predefined list that will automatically populate the drop-down. Examples of predefined lists include States, Countries, Canadian Provinces or any list of resources that have been set up on the account.
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Adding a List as an Account Resource
The options presented in a drop-down can be dynamic and based on a background look-up to another form or database. See Setting Up a Background Lookup Using a Connect Command.
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State
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State
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Choose from Default, Normal, Read-Only, Disabled or Hidden for Drop-down objects.
With field state management, you control access to individual objects on the form. You can prevent individual roles from changing, or even viewing, specific data or areas on the form. See Limiting User Access to Form Fields for more information on how to control access to fields.
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Adding Workflow
The Workflow Diagram
Limiting User Access to Form Fields
Explanation of State Priority
Understanding the Default State
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Click the ellipses button to display the Edit State dialog. Use this option to hide, show or disable objects depending on the user's role and/or the workflow stage.
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Loading the Object States Overview
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Mandatory Answer
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Select the Mandatory Answer check box to make the object required in order to submit the form instance.
You may enter a custom message in the text input below the check box. This message will be displayed if some part of the object has not been completed prior to form submission.
Click the ellipses button to display the Edit Mandatory dialog. Use this matrix to make the object mandatory based on conditions of roles and stages.
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Loading the Object States Overview
Marking as Mandatory
Checking for Mandatory Fields
Mandatory Field Checking and Field States Example
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