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Dropdown

The dropdown field can be used to offer users a selection, for example, to choose from a list of training types or similar options.

Configuration​

The following options are available in the configuration:

  • Title:
    Enter the display name of the control element here. This is displayed to the users so that they know which control it is.
  • Internal name:
    The internal name allows you to reference a control in placeholders or rules using a name other than the title. This field does not have to be filled in, but is helpful if you have several controls with the same title in a form.
  • Mandatory field:
    If you activate this option, people must fill in this field before the form can be transferred to the next process step via a button. In this way, you can force a form to have all the necessary information before it is sent.
    Caching is possible at any time, even if mandatory fields are not filled in.
  • Read-only:
    If you mark a field as read-only, the field cannot be filled in by persons. This is particularly useful in combination with a default value in order to display certain values but not be able to change them. For example, you can display which person is currently logged in and accordingly record which person has sent a form.
  • Exclude from PDF export:
    The standard PDF export exports all control elements in the form. If you activate this option, the element is not included in the standard PDF export.
    The control element can still be used manually in a document template.
  • Option source:
    Here you can decide which source is used for the options. You have the following options:
    • options:
      Here you can enter the options directly in the Options text field shown below.
      Each line is offered as an option in the selection.
      This type of option source is very helpful if you have specific options for this form, such as the next processing step or a rating.
    • Shared option list:
      With this option, the choices are loaded from a central option list from the master data. Such central option lists are very helpful if, for example, you want to define cost centers or similar centrally to avoid having to make changes repeatedly in many processes.
      You can select the corresponding list in the Shared option list option.
    • Options Placeholder:
      This source allows you to reference the selection options via a placeholder. These options can, for example, be data from third-party systems such as SharePoint.
  • Default Value:
    Here you can define which option is selected by default. You can either enter a fixed value or reference a dynamic value using a placeholder.
  • Writable:
    By default, users can only select from the predefined options and cannot enter a custom value. If this option is enabled, users can also enter their own values.
    This can be helpful when users usually select one of the given options, but in rare cases need to enter a new one.
  • Allow Multiple Selection:
    By default, users can select only one option. In some cases, however, you may want to allow users to select multiple options.
    For example, if multiple cost centers are involved, users can select several cost centers.
  • Help text:
    If you enter a value here, a help icon () is displayed next to the control. People can click on this to display the help text. This allows you to give people help on an individual control.

Placeholder​

This control provides a placeholder that you can use to reference the entered text.
In the case of multiple selections, you can also use the value in a loop to iterate over the selected options.