Purpose
Within the Form Schema page, you can utilize the New Data Select feature to easily incorporate a new data selection option into your existing forms.
What can you do with it?
The New Data Select functionality allows you to enhance your Form Schema by introducing a new data select widget. This feature is designed to optimize your form's flexibility and improve user interactions by providing precise data selection capabilities.
How is it done?
Follow these steps to effectively add a new Data Select to your form:
Enter Essential Details:
Label: Define a clear label to help users identify the data select option.
Description: Provide a brief explanation to clarify the purpose of the data select.
Enhance User Understanding:
Info Icon: Add an info icon to supply extra details about this data select.
Multi Select: Decide if users can select multiple options with a checkbox.
Set Data Accessibility:
Data Source: Choose the data source to populate the available choices.
Relate to Data Source: Check the box if the data select should be linked to records from the selected data source.
Improve Usability:
Quick Create: Enable quick creation to allow users to add data on the fly.
N/A Allowed: Allow for "Not Applicable" as a selection for greater flexibility.
Define Additional Filters:
Batch/Location Types Filter: Filter data by specific batch or location types.
Use advanced options: Enable this to unlock more customization features for the data presentation.
Specify Display Formats:
Text key(s): Indicate the keys necessary for displaying data objects.
Format (optional): Define a specific format for data presentation.
Add Query Parameters:
Query String: Specify the key for filtering data.
Key/Value: Input additional key/value pairs as needed to refine data selection.
Customize Appearance:
Width: Set the width to determine how the data select appears on the form.
Set Visibility Conditions:
Conditionals: Establish conditions for when the data select should be visible based on values within the form.
Important Considerations
Ensure all essential fields are filled accurately to avoid data selection issues.
Be mindful of using clear labels and descriptions to aid user understanding.
Best Practices
Regularly review and update data source selections to maintain relevance.
Utilize the Quick Create feature to streamline data entry and improve workflow efficiency.
Test conditional visibility settings to ensure they work as intended before finalizing the form.