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Introduction
Drop-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.
Drop-downs can be styled to suit your 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
Create a view containing the data you wish to display in your drop-down list
Expand title How?
This can be configured from yourAnchor CreateView CreateView
by clicking on the table header, or from a screen that currently displays a view of the data, by right-clicking and choosingInsert excerpt _erd _erd nopanel true
.Insert excerpt _show_table_configuration _show_table_configuration nopanel true - In the
'sInsert excerpt _tables _tables nopanel true
, expand the Views sectionInsert excerpt _property_tabs _property_tabs nopanel true - Click
to create a new viewInsert excerpt _addIcon _addIcon nopanel true - Give the view an appropriate name and press
Insert excerpt _save _save nopanel true - We recommend the view name is prefixed with
DD_
to indicate it's for a drop-down
- We recommend the view name is prefixed with
- In the View Attributes section, select the
icon to open the Available Attributes selectorInsert excerpt _attributes_icon _attributes_icon nopanel true - Drag across the attributes you wish to see in the drop-down view into the View Attributes section on the
, then press OKInsert excerpt _property_tabs _property_tabs nopanel true - (Optional) On the the
for the new View, choose or create new styles as , if requiredInsert excerpt _property_tabs _property_tabs name style nopanel true
- In the
either the table or drop-down view tab to keep it openInsert excerpt _pin _pin nopanel true - On a screen containing a
, click on the attribute header for the column where you want to display drop down fieldsInsert excerpt _grid _grid nopanel true - The View Attribute
will openInsert excerpt _property_tabs _property_tabs nopanel true - On the
, untick Read OnlyInsert excerpt _property_tabs _property_tabs name style nopanel true - On the
, drag across your drop-down view into the Selection View field, found in the Drop Down Settings section of the View Attribute propertiesInsert excerpt _property_tabs _property_tabs nopanel true
the propertiesInsert excerpt _save _save nopanel true - Close and reopen the screen, then
the screen to see the changesInsert excerpt _lock _lock nopanel true
Tip | ||||||||||||||||||||||||
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A maximum number of 1000 rows are visible on drop-down components by default. To change this, go to |
Create a Drop-Down on a Form
Create a view containing the data you wish to display in your drop-down list
Expand title How? See How? above.
either the table or drop-down view tab to keep it openInsert excerpt _pin _pin nopanel true - On a screen containing a
fields, click on the drop-down field where you want to display the drop downInsert excerpt _form _form nopanel true - If your field is not configured as a drop down, right-click it and choose
Insert excerpt _template_change _template_change nopanel true - Select the Drop Down (Manual) template from the Serene Grey palette
- If your field is not configured as a drop down, right-click it and choose
- The Drop Down
will openInsert excerpt _property_tabs _property_tabs nopanel true - In the Basic Settings section of the View Attribute properties, make the following changes:
- Drag across your drop-down view into the View Name field
- In the Drop Down Value Field, enter the name of the attribute from your drop down view that you want to display in the field
the propertiesInsert excerpt _save _save nopanel true - Close and reopen the screen, then
the screen to see the changesInsert excerpt _lock _lock nopanel true
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.
- Follow the above steps to create a drop-down on a form
- In the Drop-Down component properties, in the Mappings section,
mappings to link the data and fieldsInsert excerpt _add _add nopanel true - Assign each Form Field (field name on the screen) to a Drop Down Field (attribute name)
- Assign each Form Field (field name on the screen) to a Drop Down Field (attribute name)
- (Optional) For each field being updated dynamically, enabled Read Only in the
Insert excerpt _property_tabs _property_tabs name style nopanel true