Dropdown configuration

You can define the dropdown fields and manage their selectable options for use in forms.

Creating a dropdown

  1. In Form Builder, select Dropdown Options > Type.
  2. Click Add.
  3. In the Properties tab, specify this information:
    Label
    Specify a name for the dropdown.
    Option Type
    Select the type of input control for the field, such as Dropdown, Checkbox, or Radio Button.
    Active
    Set to Yes to make the dropdown available or No to keep it inactive.
  4. Click Save.
  5. To create the values for the dropdown you created:
    Note: You must repeat these steps for each value that you want to add to the dropdown.
    1. Select Values > Properties.
    2. Click Add.
    3. Select Add Value.
    4. In the Label field, select the label of the dropdown you created.
    5. In the Value field, specify a value or option that users select when the dropdown list is expanded.
    6. In the Active section, set the switch to Yes to make the dropdown value available or No to keep it inactive.
    7. Click Save.

Configuring a dropdown

  1. In Form Builder, select Dropdown Options > Type.
  2. Select a dropdown from the list.
  3. Update the label, option type, or status of the dropdown as needed.
  4. Click Update.

Configuring the values assigned to a dropdown

  1. In Form Builder, select Dropdown Options > Values.
  2. Locate the dropdown from the list.
  3. Select a value that is assigned to the dropdown.
  4. Update the value or active status as needed.
  5. Click Update.

Deleting a dropdown

  1. In Form Builder, select Dropdown Options→Type.
  2. Select the dropdown from the list.
  3. Click Delete.
  4. Click Yes.

Deleting values from a dropdown

  1. In Form Builder, select Dropdown Options > Values.
  2. Locate the dropdown from the list.
  3. Select a value that is assigned to the dropdown.
  4. Click Delete.
  5. Click Yes.

Adding a dropdown to a form

  1. In Form Builder, select Forms.
  2. Select a form from the list.
  3. Select Fields.
  4. Click Add.
  5. To add a dropdown:
    1. In Fields, select Dropdown from the list.
    2. Specify this information:
      Field Label
      Specify a name for the field. This is displayed on the form.
      Dropdown Name
      Specify the name of an existing dropdown option.
      Default Value
      Select the value that shows in the field when the form loads.
      Required
      Set to Yes to make the field required, and No to keep the field optional.
      Order
      Specify a number to define the position of the field type on the form.
  6. To add a check box or radio button option:
    1. In Fields, select Checkbox or Radio Button from the list.
    2. Specify this information:
      Field Label
      Specify a name for the field. This is displayed on the form.
      Option Name
      Specify the name of an existing check box or radio button option.
      Default Value
      Select the value that shows in the field when the form loads.
      Order
      Specify a number to define the position of the field type on the form.
  7. Click Save.