Creating Dropdown Lists within Smart Forms

Creating Dropdown Lists

 In order to create a new dropdown list, go to:  Administration -> Smart Forms -> Dropdown Lists

Here you can configure dropdown lists for Registers and Gantt charts as well as Smart Forms. This page shows all the dropdowns which have been configured in the system and can edit existing dropdown options. 

To create a new dropdown list, click ADD at the top of the screen. 

• Select the Area where you intend to use this new dropdown. 
• Click SAVE to add the entry.

In the ITEMS column the value will be “0”.  Click the “0” to open the pane where you can build the details doe the drop-down list options:

Adding the Dropdowns for Smart Forms

On the Administration menu, select:  à Smart Forms à Pages-Groups-Fields

Note: For Dropdown field types, click the Save On Change option. This saves the page once the user has selected their option from the dropdown list, rather than clicking SAVE at the bottom of the screen. 

Note:   When using dropdown lists on a page and you require a text function to be dependent upon the options the user selects, e.g. a “Drop-down List Function (this is explained later) you require a formula that reads the dropdown. 

When referencing a dropdown field in a function, the dropdown will return a number.  This is the unique number given to each dropdown option. 

In this example function formula:

• ID123 is the reference of the dropdown field.
• 214, 215 and 216 are the unique IDs given to the 3 options in the drop down.
• ‘10’, ‘11’ and ‘12’ are what the formula will return based on the if statement. These could be text if required.

<img src="'+  SC0 +   'images/CustomImages/' +

iif(ID1273=214,'10',

iif(ID1273=215,'11',

iif(ID1273=216,'12','13' ))) +

'.png"; >

To know what the ID is for each drop-down entry, hover over where it says Dropdown field next to the dropdown field you want to reference.