Visit Boris website ItemType - Drop-down item
From Add Item in Template Maintenance select the Drop-down list button shown here.

From Add Item in Template Maintenance select the Drop-down list button shown here.

Drop-down lists are the standard mechanism for allowing the user to choose from a number of, usually text, alternatives.

How your Drop-down list will look on a device.

How your Drop-down list will look on a device.

Main

Main screen for creating/amending a Drop-down list
Main screen for creating/amending a Drop-down list

Main screen for creating/amending a Drop-down list

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

List name Select the name of the list that will supply the choices for the drop-down. This list is created via in Setup and Maintenance.
Default value

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Allow creation of new entries on the device There may be situations where it is valid for a user to create their own list entries for a drop-down list. By ticking this box you will enable the user to select a “Create new” option from the drop-down (in addition to the standard list entries) and they will be able to specify the text value for the new entry. When the completed form is uploaded to the web site, the new list entry will be added to the associated list as though it had been specified by the administrator. The new entry will then be available for all users to select in future.

Formatting

Formatting a Drop-down list.
Formatting a Drop-down list.

Formatting a Drop-down list.

Full screen width

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Colour of question

Select the font colour that the question should appear in.

Additional display items

Additional display features of a drop-down list.
Additional display features of a drop-down list.

Additional display features of a drop-down list.

Additional details to display (advanced)

Template to use for creating new items (if enabled)

Advanced

Advanced features of a Drop-down list.
Advanced features of a Drop-down list

Advanced features of a Drop-down list

‘Attribute’ name for customer-specific list Use this option for cases where the list to be displayed depends on the customer. In such cases each customer will be configured with the name of “its” list. The list name is held as a customer “attribute” and it is this attribute name which should be entered here.
'Attribute' name for location-specific list This is operates in the same way as the above, but is based on the location.
Item 'unique name' of parent in cascading list

Specify the unique name of the item which this list is dependent on.

Dependent lists can be set up to 'cascade' from one to another depending on which enttry has been chosen in its parent list.

A simple example of this would be vehicle. Suppose on your form you wished to select a vehicle model. One option would be to create a list called "Vehicle models" and populate this with every possible model of vehicle. This would involve a large range of choices and would be difficult for the end user to use. To make things easier you could create a whole set of lists: firstly "Vehicle manufacturers". This would contain Ford, VW and so on. Then you could have a second list, "Models - Ford" and this would contain all of the different models for that manufacturer. In the same way you'd also have "Models - VW" etc. Within the template you'd have two drop-down lists: Manufacturer (associated with "Vehicle manufacturers") and Model (associated with a list which depends on the answer to "Manufacturer"). In this case the Models item has a "parent" item which is the Manufacturers item.

Cascades can go through any number of levels that you want. Most lists don't have any cascades, some more complex ones could have two or three levels.

Search information for drop-down (advanced)

Here you can specify the information that's shown when a search is performed. For example, you could display both a product name and product description.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Cross reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

Show all choices on report
Allow multiple results for this field?

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

Text on button for adding additional results

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for a Drop-down list.
Display conditions for a Drop-down list

Display conditions for a Drop-down list

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.
See Also

Setup menu

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.