Visit Boris website List entries

List entries will appear in drop-down boxes and multiple-choice options so need to be clear but succinct.

Click on the link as shown on the left.

List Entry

Add or amend a list entry by clickin 'Add item' or on the entry to be amended. The pop-up shown on the right will appear
*Text Enter the main customer name as text. There will be opportunities to enter individual contacts once the customer has been set up.
Entering customer details.

Entering customer details.

Associated numeric value/score

A integer associated with the list entry.  This could be a price (entered in pence) or a score for a risk assessment or other calculation.  This will be used if the corresponding list entry is selected when filling out the form.

Cascading child list

This is a different list associated with a particular list entry that will become available if that list entry is selected.  If the list entry being edited is Product Type A (from within a list of Product Types) then the cascading child list might include all the products that have a Product Type of A.  This would mean that when Product Type A was selected in the parent list, Products of Type A would populate the prompt for the child list.

A common example is when searching for a particular car.  An initial list would contain manufacturers and, on selection of (say) the Ford list entry, a second list (the cascading child list) would become populated with models (with list entries such as Cortina, Focus, Fiesta, Ka, Escort).  To extend the example, each of the model list entries might have a further cascading child list containing items such as Zetec, Titanium, Style, etc or MKI, MKII, etc.

To make this work on a template, two list Item types (most commonly drop-down list) need to be linked through the Item 'unique name' of parent item in the Advanced tab.  If subsequent levels are required, the unique name of the first child list becomes the named parent list of the next level.  In the above example, the model list names the unique name of the manufacturer list and the model style list names the unique name of the model list as a parent.

Sage code

A unique code for synchronising with a Sage system.  If you don't know what this means, then you should leave it blank.

See Also

Item Types Explained

 

 


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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.