Add Data Set Values to a Pull-down (Drop-down) Menu or Radio Button
You can add or import data set values for data definitions that require data sets. These values are used to populate the available choices on drop-down (pull-down) menu fields, radio buttons, or check boxes on a form or attribute form.
Note: The default values (in a drop-down list) are populated only on creation form of the business process.
A couple of things to take note of:
- If the data definition is an integer type, and will be used in a formula, the value will be used in the formula, not the label. For integer data definitions, use care when assigning the value.
- Avoid semicolons and commas in data set values, as this can cause problems in the selection list.
To add data set values to a Data Definition (all except Multi-select Input):
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Data Structure Setup > Data Definitions > Basic or Cost Codes.
- Select a data definition and click Open (ensure that the value in the Input Type column is set as: Pull-down Menu). The Modify Data Definition window opens.
- Click the Data Set tab.
- Click Add. An editable row appears on the window. You can press the Tab key to move from one field to the next, or click inside a field.
- Enter a Value. This value is the data that is stored in the database. This value will appear on the form if you do not enter a label.
- Enter an optional Label. This is what is presented to the user as a drop-down (pull-down) menu or radio button option. This can be different from the value.
- In the Status field, enter Active or Inactive. The default is Active. If you want the value to remain on the data set but not show up for users at runtime, you can Inactivate it, rather than remove it.
- You can select the Default check box for one of the values on the data set list. This will display in the field at runtime. Selecting a default value is optional.
- To add another row, click Add.
- To insert a data set value in the middle of the list, select a value and click Add. The new row will be added above your selection.
- To add a new value to the bottom of the list, be sure a row is not selected, and click Add. (Or press the Tab key and tab through the fields of the last row, until the Add button is highlighted.)
- If you want the data set list to be non-editable, select the Non-Modifiable check box.
Select this if you do want other users to be able to alter the list. Use caution before selecting Non-Modifiable. After you select this check box, you will be able to rearrange the order and select a different default value, but you will not be able to modify or remove values from the data set.
If this option is selected by a user with create permissions, other users cannot modify the data set value list. If it is selected by a user with modify permissions, the option cannot be deselected again, except by a user with create permissions.
- Click Apply to save your entries, or OK to save and exit.
Last Published Wednesday, June 26, 2024