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field type - selection [2016/09/14 14:19] (current)
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 +====== Selection (Field Type) ======
  
 +===== What this field type is used for =====
 +Selection [[Field|fields]] allow a user to select choices from a list. The choices in the list are created in one of two ways:
 +
 +  * Static - Choices are pre-defined,​ such as Yes/No, Small/​Medium/​Large. Any changes to the list of available options would need to be made in the development environment,​ then updated to testing/​production. Use static lists when the choices in the selection field do not need to change often, and data does not need to be stored/​referenced for each selection option.
 +  * Dynamic - Choices for dynamic (sometimes called data-driven) selection fields are the records in another table within the application (e.g. a list of employees). Use dynamic lists when the user needs to select another record in the system, when the options available in the list need to change often, or when data needs to be stored/​referenced for each selection option. Note: when using dynamic selection fields, the text of the record to be selected __always__ comes from the [[Table#​Settings|title field]] for the selected [[Table|table]].
 +
 +===== How to Create =====
 +  - Click the {{:​presentation-layer:​field-plus.png|}} to add a field in your [[Form|form]].
 +  - Choose "New Field"
 +  - Select the table you wish to add the field to. Most of the time, this will be the current [[Table|table]] you are on (for more information,​ click [[Context|here]]).
 +  - Select a field name and click "​Choose Type".
 +  - Choose "​Selection"​ from the list of field types.
 +  - Select whether the options the user can select will come from another database table or from a static list.
 +
 +There are number of options depending on various choices you make for your selection field. As you go through the wizard, you will encounter various options listed below. ​
 +==== List Options ====
 +
 +  * Select whether users can make one selection or multiple selections. ​
 +  * Select what interface to use for selection
 +    * **Text Search** - As a user types in their selection, suggestions from the the list or database table will appear.
 +    * **Left-Right Dialog** - The user will select options from the left-hand box and move them to the right-hand box. 
 +    * **Checkboxes** - Users see all the options and check a box to select their options.
 +    *  **Drop-down** - A drop down list with the options appears for the user.
 +    *  **Radio Buttons** - Users see all the options and can select only one. 
 +  * Select the table that holds the records the users can choose from
 +  * Select what records from that table the users will see as their choices.
 +    * **All** - All the records in the table will be shown
 +    * **Related** - If there any existing relationships between the table from Step 3 and other tables, those relationships will appear here.
 +    * **Other** - You can create your own query. You can choose to manage a relationship based on the user selection. ​
 +  * Manage a [[Relationship Table|relationship]]
 +    * **Do not manage a relationship** - Select this if you will not need to use this field in a query later. ​
 +    * **Add New Relationship Type** - If you would like to add a new relationship,​ the wizard will walk you through this. 
 +    * **Select Existing** - If there are existing relationships,​ you will see those listed. ​
 +  * Search and Pick Records
 +    * If you are allowing users to search for records, you have three options:
 +      * Use the default WorkXpress created page to display records users can pick from
 +      * Select a different page you have already created
 +      * Create a new page to display records
 +  * Allow Users to Add New Records
 +    * If you would like users to be able to add new records from the selection field, you have three options:
 +      * Use the default WorkXpress created page to add records to the table
 +      * Select a different page you have already created
 +      * Create a new page to add records
 +
 +===== Features =====
 +==== Field Label ====
 +  * [[Field Setting - Field Label|Field Label]]
 +  * [[Field Setting - Display Alternate Label]] (affects this form only)
 +
 +==== Grid Appearance ====
 +
 +  * [[Field Setting - Column Span|Column Span]]
 +  * [[Field Setting - Row Span|Row Span]]
 +
 +==== Other Fields in View Mode ====
 +
 +  * [[Field Setting - Other Fields in View Mode|Other Fields in View Mode]] (only applies to dynamic selection fields)
 +==== Tooltip ====
 +  * [[Field Setting - Tooltip|Tooltip]]
 +  * [[Field Setting - Descriptive Text|Descriptive Text]]
 +  * [[Field Setting - Display Alternate Descriptive Text|Display Alternate Descriptive Text]] (affects this form only)
 +
 +==== Block Association ====
 +  * [[Field Setting - Temporary Block Association|Temporary Block Association]]
 +  * [[Field Setting - Global Block Association|Global Block Association]]
 +
 +==== Select From a List of ====
 +  * Dynamic Selection Fields Only
 +    * [[Field Setting - Define Field Search|Define This Field'​s Search]]
 +    * [[Field Setting - Show Different Records|Show Different Records in This Location]]
 +    * [[Field Setting - List Search Options|Options Available in List Searches]]
 +  * Static Selection Fields Only
 +    * [[Field Setting - Select Option Name|Select Option Name]]
 +    * [[Field Setting - Alternate Title|Alternate Title]]
 +    * [[Field Setting - Order|Order]]
 +
 +
 +
 +
 +==== Add While Choosing ====
 +
 +  * [[Field Setting - Add While Choosing|Add While Choosing]]
 +==== Connected Fields ====
 +
 +  * [[Field Setting - Connected Fields|Connected Fields]] ​
 +
 +==== Default Value ====
 +  * [[Field Setting - Default Value|Default Value]]
 +==== Validation ====
 +  * [[Field Setting - Required|Required]] ​
 +
 +==== Selection Method ====
 +  * [[Field Setting - Single Picker Select Method|Single Picker Select Method]]
 +  * [[Field Setting - Select an Interface|Select an Interface]]
 +  * [[Field Setting - Variant|Variant]]
 +    * Dynamic Selection Fields that use the "List With Checkboxes"​ interface can choose an additional variant. ​ The additional variant "Tree of Checkboxes with Child Field" will present the end user with an array of checkboxes. ​ Under each checkbox row if that selection has valid child options as defined by the child field configuration then those options are rendered underneath that option and that option gains the ability to show and hide its child options. ​ When this variant saves it will save values in both itself and the child field. ​ This variant also affects how the field is interacted with in [[Form Type - List|List Forms]] and [[Field Type - Filter|Filter Fields]]. ​ When this field is rendered in the filter it will show the same tree and if the user selects values at multiple levels then it will generate one filter per field, parent and child.
 +==== Search ====
 +  * [[Field Setting - Search|Search]]
 +
 +==== Audit History ====
 +  * [[Field Setting - Audit This Field|Audit This Field]] ​
 +  * [[Field Setting - Show Audit History|Show Audit History]]
 +==== View Only ====
 +  * [[Field Setting - View Only|View Only]]
field type - selection.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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