How to use a Dropdown control

ABOUT

The Dropdown Control has many uses and can be customized to fit your Formotus mobile business forms specific requirements.  Dropdowns are convenient controls that allow the mobile user to select a value from a customizable list or data source. 

HOW TO POPULATE A DROPDOWN CONTROL

After adding a Dropdown Control into your form, select it to see the Properties options appear in the left pane.  Under Items will be an option to Choose how you want to add your list:

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Custom Lists

Custom lists allow you to create your own list of values for your dropdown.  When editing your Custom List, you can type any value for the Display Name and Field Value.  There are + and - buttons for adding or removing any values in the dropdown. Typically, your Display Name and Field Value will be the same unless the Display Name contains a lot of text.  You can also select which value you'd like to be the default.  This value will automatically be selected when the form is open.

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Predefined Lists

You can choose from a Predefined List of dropdown options to fill your control.  These Predefined Lists are made available to make it easy for you to easily populate a Dropdown Control without having to enter the values yourself.  After selecting a Predefined List, the dropdown will automatically create a list specific to your option.  This Predefined List can also be edited if required.

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Data Source

You can also query a Data Source to populate dropdowns in your form, but it works a bit differently than the first two options. 

Steps to add a Query Data Source into your form

1. In the right pane, select the Query tab, and + DATA SOURCE

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2. Select SharePoint: Query data from SharePoint server, and the Next button

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3. Complete the Create a new data source window

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  1. Name: Enter a name for the data destination. This name cannot have any blanks (ex. FoodTypes).
  2. Query From: Select where the data will come from, in this example, I am using a SharePoint List.
  3. SharePoint information: Copy and paste the SharePoint URL you want to query.
  4. Authentication: Depending on whether or not Federated login is enabled, select Standard or Custom Authentication. In this example, I am using Standard.
  5. Enter your SharePoint credentials and select the CONNECT button to connect your data destination to your SharePoint site. See the Standard and custom SharePoint authentication article for more information.
  6. Query Information: You have the option to Query data on load, use Offline Cache, or Attach Credentials to your form, all three are optional.
  7. Configuration: Select the list of data you would like to populate in your dropdown. In this example, I chose Title for the SharePoint list I want in my dropdown as shown below.

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4. Select the Done button to complete the Data Source. Select the dropdown, choose Data Source under Choose how you want to add your list, and EDIT DATA SOURCE

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5. Complete the Add items from data source window.  Choose the Data source that you want to query from (FoodTypes), the value that you want the dropdown to contain (Title) and the Display Name. Normally your Value is the same as your Display Name. If you want to make sure there are no duplicates in your dropdown, select Show unique values only. For this example, I do not need filtering, but you can learn more about filtering by viewing this article: How to use cascading dropdowns.

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