Single Select Lookup form control

A form control that shows the list of items that are populated from a name/value type lookup. A form user can select 1 item from the list.


Single Select Lookup form control

Configure the Single Select Lookup form control

To configure the Single Select Lookup Auto Lookup icon control, do the procedure in this topic.

Video: Common Configuration Settings in eForm Controls

Prerequisites

Good to Know

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add a Single Select Lookup Auto Lookup icon control:
      1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls Advanced Controls icon tab.
      2. On the Advanced Controls Advanced Controls icon tab, drag a Single Select Lookup Auto Lookup icon form control onto your eForm.
    • Change a Single Select Lookup Auto Lookup icon control:
      1. On your eForm, click the control, and click Edit Edit icon.

Procedure

  1. Complete the settings on the configuration screens. You can use the Process Data screen to specify a variable.

    For more information, refer to Use Process Variables to Configure an Activity or a Form Control.

General

Specifies the basic configuration for the Single Select Lookup form control.

Figure: General tab

General tab

Fields

Field Name Definition

Label

Function:
Specifies the text label that shows on your form for the control.
Accepted Values:
One line of text that can have spaces.
Default Value:
Different for different controls.
Example:
Refer to:

Internal Name

Function:
Specifies a unique, technical name for your control.
Accepted Values:
One line of text with no spaces.
Default Value:
Different for different controls.
Example:
Refer to:

Help Text

Function:
A description for your control.
Accepted Values:
More than one line of text.
Default Value:
None

Help Text Display

Function:
Specifies if the field shows the text in Help Text field when the form user puts the mouse on the label or field.
Accepted Values:
  • None - Does not show the help text.
  • Hover On Label - Shows the help text when you put your mouse on the label.
  • Hover On Field - Shows the help text when you put your mouse on the field.
  • Hover On Both - Shows the help text when you put your mouse on the label and Field.
Default Value:
None

Configure

Configures advanced settings for your form control.

Figure: Configure tab

Configure tab

Fields

Field Name Definition

Mandatory Field Validation Message

Function:
Specifies the message to show if the form user does not enter data in a mandatory form control.
Accepted Values:
More than one line of text that can have letters, numbers, spaces, and special characters
Default Value:
Enter the ${L}

${L} is a process data variable that shows the label for a form control.

Lookup Source

Function:
Specifies a reusable lookup configuration. The lookup configuration includes the data source and other configuration values for the lookup.
Accepted Values:
A valid lookup source
Default Value:
None
Example:
Refer to:

Add Lookup Add Lookup icon

Opens this Screen:
Select Data Source Type screen (Single Select Lookup)
Function of this Screen:
Specifies the data source where the form control will do the lookup procedure.
Limitations:
The Single Select Lookup form control only supports name/value lookups.

Javascript To Execute After Lookup Completion

Function:
Specifies which JavaScript function to run after the lookup is complete.
To Open this Field:
  1. In the Lookup Source list, select your lookup.
Accepted Values:
The name of a Javascript function that exists in your application.

For more information, refer to Add a JavaScript Code Snippet to an eForm.

Default Value:
None
Example:

ConfirmSubmission where one of these is your function:

function ConfirmSubmission()
  {
    alert ('Are you sure to submit this form?');
    return true;
  }
function ConfirmSubmission(parameter1,parameter2)
  {
    window.alert ( parameter1 * parameter2);
    
  }

Display Text As

Function:
Specifies whether to show the value or name of the selected record from the lookup result in the form control in runtime.
Accepted Values:
  • Name - Shows the name of the selected record from the lookup result in the form control in runtime.

    To get the changed value of the data source field in the form control in runtime, configure the Dependent Lookup Source field.

  • Value - Shows the value of the selected record from the lookup result in the form control in runtime.
Default Value:
Value

Columns to Display On Lookup Result Window

Function:
Specifies whether to show the Value column on the lookup result screen at runtime.
Accepted Values:
  • Name - Shows only the Name column in the lookup result.
  • Name and Value - Shows both the Name and Value columns in the lookup result.
Default Value:
Name

Dependent Lookup Source

Function:
Specifies a reusable lookup configuration. The lookup configuration includes the data source and other configuration values for the lookup.

You must create a new lookup for a data source. The data source and its lookup configuration must be same with the data source you configured in Lookup Source field. When you change the value for a data source field, the new value shows in the form control at runtime.

This field executes only if you select the Trigger Dependent Lookup Source field.

To Open this Field:
  1. On the Configure tab, in the Display list, select Name.
Accepted Values:
A valid lookup source
Default Value:
None
Limitations:

This field supports only name/value pair lookup types.

Trigger Dependent Lookup Source

Function:
Specifies whether to execute the Dependent Lookup Source field when the form load is complete.
To Open this Field:
  1. On the Configure tab, in the Display list, select Name.
Accepted Values:
  1. Selected - Executes the Dependent Lookup Source field when the form load is complete.
  2. Deselected - The Dependent Lookup Source field does not execute.
Default Value:
Deselected

Appearance

Specifies the look and feel for your form control.

Figure: Appearance tab

Appearance tab

Fields

Field Name Definition

Font Family

Function:
Specifies the font family of the input text and label.
Accepted Values:
A font name from the list.
Default Value:
Arial

Font Size (px)

Function:
Specifies the size of the input text and label for your form control.
Accepted Values:
A positive integer.
Default Value:
12

Font Style

Function:
Specifies the style of the font for the input text and label.
Accepted Values:
  • Bold - Shows the input text and label in bold.
  • Underline - Shows the label underlined.
  • Italic - Shows the label in italic.
Default Value:
None

Background Color

Function:
Specifies the background color for your control.
Accepted Values:
A color value using a hex code, RGB code, or RGBA code.

You can enter a color code, or select a color from the palette.

Default Value:
#ff0000
Example:
Refer to:

Border Color

Function:
Specifies the border color for your control.
Accepted Values:
A color value using a hex code, RGB code, or RGBA code.

You can enter a color code, or select a color from the palette.

Default Value:
#ff0000

Foreground Color

Function:
Specifies the foreground color for your control.
Accepted Values:
A color value using a hex code, RGB code, or RGBA code.

You can enter a color code, or select a color from the palette.

Default Value:
#ff0000

Apply Font Properties To Control

Function:
Specifies if the control gets the font properties from the properties set in the form settings.
Accepted Values:
  • Selected - The control gets the font properties from the properties set in the form settings.
  • Deselected - The control does not get the font properties from the properties set in the form settings.
Default Value:
Deselected

Label CSS Class

Function:
Specifies a CSS class for the label of your control.
Accepted Values:
A valid CSS class.
Default Value:
None

If you specify your CSS CSS icon on the top menu, the CSS is populated.

Field CSS Class

Function:
Specifies a CSS class for the field in your control.
Accepted Values:
A valid CSS class.
Default Value:
None

If you specify your CSS CSS icon on the top menu, the CSS is populated.

Container CSS Class

Function:
Specifies a CSS class for the container of your control.
Accepted Values:
A valid CSS class.
Default Value:
None

If you specify your CSS CSS icon on the top menu, the CSS is populated.

Example:
Refer to:

Behavior

Specifies how the control shows on your form.

Figure: Behavior tab

Behavior tab

Fields

Field Name Definition

Mandatory

Function:
Specifies if the field is mandatory.
Accepted Values:
  • Deselected - The field is not mandatory.
  • Selected - The field is mandatory.
Default Value:
Deselected
Example:
Refer to:

Enabled

Function:
Specifies if the form user can change the value of a field.
Accepted Values:
  • Selected - The form user can change the value.
  • Deselected - The input cannot change the value.
Default Value:
Selected

Right To Left

Function:
Specifies if the text for this control, including user input, shows from right to left.
Accepted Values:
  • Deselected - The text shows from left to right.
  • Selected - The text shows from right to left.
Default Value:
Deselected

Visible

Function:
Specifies if the form user sees the field.
Accepted Values:
  • Selected - The form user sees the field.
  • Deselected - The form user does not see the field.
Default Value:
Selected

Text Align

Function:
Specifies the horizontal alignment of user input for this control.
Accepted Values:
  • Left - Aligns the text to the left.
  • Center - Centers the text.
  • Right - Aligns the text to the right.
Default Value:
Left

Label Position

Function:
Specifies the position of the text label that shows on your form for the control.
Accepted Values:
  • Inherit - The position of the label is as specified in the form settings.
  • Left - Specifies that the position of the label is to the left of the container.
  • Top - Specifies that the position of the label is to the top of the container.
Default Value:
Inherit

Advanced

Specifies advanced settings for your form control.

Figure: Advanced tab

Advanced tab

Fields

Field Name Definition

Field ID

Function:
Shows an ID of the control.
Accepted Values:
Read only.
Default Value:
Different for different controls.

Data Security Settings

Function:
Specifies whether to store information from the field in the process schema, so the application can use it again, or to simply pass on the information after the form is submitted without storing the information. This option helps to protect sensitive user information.
Accepted Values:
  • Persist - Stores the data from the field in the process schema, so the application can use it again.
  • Do Not Persist - Does not store the data from the field in the process schema. This option provides greater security for sensitive user information.
Default Value:
Persist

Show In Tablet

Function:
Specifies if the form field shows on a tablet.
Accepted Values:
  • Selected - The form field shows on a tablet.
  • Deselected - The form field does not show on a tablet.
Default Value:
Selected

Show In Mobile

Function:
Specifies if the form field shows on a mobile device.
Accepted Values:
  • Selected - The form field shows on a mobile device.
  • Deselected - The form field does not show on a mobile device.
Default Value:
Selected