Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_Banners
_Banners
namescreen
nopaneltrue

Introduction

Drop-down views downs can be added to grids or form fields on screens using a dedicated view. The below image shows a drop-down on a grid.

Image Added

Drop-downs can be styled to suit your business requirements. In the below example, row styling has been configured on the view that can be seen in the drop-down, see 

Image Removed

View Setup

Create a view to use in the drop-down list. needs, including row colours, row heights and mouse-over colours, see Adding Styling to a Drop-Down View.

Create a Drop-Down on a Grid

  1. Create a view containing the data you wish to display in your drop-down list
    Image Added

    Expand
    titleHow?

    Anchor
    CreateView
    CreateView
    This can be configured from your
    Insert excerpt
    _erd
    _erd
    nopaneltrue
     by clicking on the table header, or from a screen that currently displays a view of the data, by right-clicking and choosing 
    Insert excerpt
    _show_table_configuration
    _show_table_configuration
    nopaneltrue
    .

    1. In the 
      Insert excerpt
      _tables
      _tables
      nopaneltrue
      's 
      Insert excerpt
      _property_tabs
      _property_tabs
      nopaneltrue
      , expand the Views section
    2. Click 
      Insert excerpt
      _addIcon
      _addIcon
      nopaneltrue
       to create a new view
    3. Give the view an appropriate name and press
      Insert excerpt
      _save
      _save
      nopaneltrue
      1. We recommend the view name is prefixed with DD_ to indicate it's for a drop-down
    4. In the View Attributes section, select the 
      Insert excerpt
      _attributes_icon
      _attributes_icon
      nopaneltrue
       icon to open the Available Attributes selector
    5. Drag across the attributes you wish to see in the drop-down view into the View Attributes section on the 
      Insert excerpt
      _property_tabs
      _property_tabs
      nopaneltrue
      , then press OK
    6. (Optional) On
    the 
    1. the
      Insert excerpt
      _property_tabs
      _property_tabs
      namestyle
      nopaneltrue
       for the new View, choose or create new styles
    as required

View Style Settings

In this example, we will create a number of new styles to achieve the below styling for our drop-down view.

Image Removed

  1. For Grid Row Style, select the 
    1. , if required
      1. See Adding Styling to a Drop-Down View


  2. Insert excerpt
    _
    addIcon
    pin
    _
    addIcon
    pin
    nopaneltrue
     icon to create a new style:
  3. Name: GridRowHeight

  4. Height: 20px

  5.  either the table or drop-down view tab to keep it open
  6. On a screen containing a
    Insert excerpt
    _
    finish
    grid
    _
    finish
    grid
    nopaneltrue
    For Grid Column Style, select the , click on the attribute header for the column where you want to display drop down fields
  7. The View Attribute
    Insert excerpt
    _property_
    addIcon
    tabs
    _property_
    addIcon
    tabs
    nopaneltrue
     icon to create a new style:
  8. Name: GridColumnBorderRight

  9. Border: choose the Split border option

    1. For R:

      1. Enter 1px

      2. For the colour picker, enter the hex code #bdbdbd

      3. For the line, choose solid 

  10. will open
  11. On the
    Insert excerpt
    _
    finish
    property_tabs
    _finish
    _property_tabs
    namestyle
    nopaneltrue
    For Grid Alternate Row Style, select , untick Read Only
  12. On the 
    Insert excerpt
    _property_
    addIcon
    tabs
    _
    addIcon
    property_tabs
    nopaneltrue
     icon to create a new style:
  13. Name: GridAltRowColour

  14. Fill: #e8e8e8

  15. , drag across your drop-down view into the Selection View field, found in the Drop Down Settings section of the View Attribute properties
    Image Added
  16. Insert excerpt
    _
    finish
    save
    _
    finish
    save
    nopaneltrue
    For Row Selection Style, select the  the properties
  17. Close and reopen the screen, then 
    Insert excerpt
    _
    addIcon
    lock
    _
    addIcon
    lock
    nopaneltrue
     icon to create a new style:
  18. Name: RowSelectColour

  19. Fill: #c27ba0 the screen to see the changes


Tip

A maximum number of 1000 rows are visible on drop-down components by default. To change this, go to 

Insert excerpt
_

finish

administration
_

finish

administration
nopaneltrue

For Grid Row Hover Styleselect the 

>

Insert excerpt
_

addIcon

system
_

addIcon

system
nopaneltrue

 icon to create a new style:
  • Name: GridRowHoverColour

  • Fill: #daafc6

  • >

    Insert excerpt
    _

    finish_finishnopaneltrue Insert excerpt_finish_finish

    system_config
    _system_config
    nopaneltrue

     the new View

    Image Removed

    Add View to

    > System Tuning section > Default Page Size.

    Create a Drop-Down on a Form

    1. On a screen, display your data using the default view in a

      Create a view containing the data you wish to display in your drop-down list
      Image Added

      Expand
      titleHow?

      See How? above.


    2. Insert excerpt
      _
      grid
      pin
      _
      grid
      pin
      nopaneltrue
      Click on the attribute header - this should be the attribute that your new  either the table or drop-down view will be displayed forOn the View Attributes tab to keep it open
    3. On a screen containing a
      Insert excerpt
      _
      property_tabs
      form
      _
      property_tabs
      form
      nopaneltrue
      fields,
      pin the tab to keep it openOpen the click on the drop-down field where you want to display the drop down
      1. If your field is not configured as a drop down, right-click it and choose 
        Insert excerpt
        _
      tables
      1. template_change
        _
      tables
      1. template_change
        nopaneltrue
      's 
      1. Select the Drop Down (Manual) template from the Serene Grey palette
    4. The Drop Down
      Insert excerpt
      _property_tabs
      _property_tabs
      nopaneltrue
       and expand the View section will open
    5. In the Basic Settings section of the View Attribute properties, make the following changes:
      1. Drag across your
      new view from the table properties
      1. drop-down view into the
      Selection
      1. View
      field (found in
      1. Name field
        Image Added
      2. In the Drop Down
      Settings section of the View Attribute properties)
      1. Value Field, enter the name of the attribute from your drop down view that you want to display in the field 
        Image Added
    6. Insert excerpt
      _save
      _save
      nopaneltrue
       the properties
    7. Close and reopen the screen, then 
      Insert excerpt
      _lock
      _lock
      nopaneltrue
       the screen to see the changes

    Dynamically Update Form Fields After Drop-Down Selection

    Multiple form fields can be dynamically updated depending on the option a user selects in a drop-down field. In the example below, a user selects a customer from the Customer Number drop down field and the fields, Customer First Name, Customer Last Name and Customer Email Address, are dynamically updated.

    Image Added

    1. Follow the above steps to create a drop-down on a form
    2. In the Drop-Down component properties, in the Mappings section,
      Insert excerpt
      _add
      _add
      nopaneltrue
      mappings to link the data and fields
      1. Assign each Form Field (field name on the screen) to a Drop Down Field (attribute name)
    3. (Optional) For each field being updated dynamically, enabled Read Only in the 
      Insert excerpt
      _property_tabs
      _property_tabs
      namestyle
      nopaneltrue