Dropdown field

Written by Анатолій
Updated 4 days ago

This field allows you to create a dropdown menu selector from several predefined values. You can customise default option values. Minimum of 1 option is required, up to 100 options per dropdown are allowed. It looks like a drop-down menu in the envelope. After selection, it will change to the regular text of the selected value.

This field can be added to structured and PDF documents.

How to add a dropdown field to the document?

To add the field to the document, use one of the field adding methods with the field icon in the Fields tab of the template editor menu

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The field creation form will appear, where you should set field attributes

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  1. Name - this is the name of a field

  2. Role name - this is a role which will be assigned to fill this field

  3. Placeholder - this text will be shown inside the field before it is filled in (can be left empty; field`s name will be used instead)

  4. Optional - this attribute specifies if this field is mandatory to fill

  5. Multiselect - this attribute specifies if multiple values can be selected (can not be enabled together with the Allow custom value attribute)

  6. Allow custom values - this attribute specifies if the field will allow free text input besides selection from predefined values (can not be enabled together with the Multiselect attribute)

  7. Search - this attribute specifies if this field should be eligible for mailbox page search

  8. Option 1, 2, etc. - option available for selection. Can be deleted with the ‘X’ button. Note that at least 1 option is mandatory, and options can not be blank (min,1 max 50 characters per option)

  9. Add option - allows adding new options. 100 options max are allowed per field

When all attributes are set, you can click the Save button, and the field will be added. You can click the field to see its properties and update them. Also, you can delete the field in the same menu.

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If this field contains a link in the envelope, it will be rendered as a standard link in the browser (blue font with an underline). You can follow this link from the right-click context menu (any role) or directly click it (only if the field is inactive).
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