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

  • The Single Select Lookup form control has 2 data source configuration fields:
    • Lookup Source For User Input - This is the primary data source field that specifies the lookup configuration when the runtime app user selects a value.
    • Lookup Source For Updated Records - This data source is only used if you want to execute the lookup on subsequent forms to account for updated values in the data source.

      For example, if you have an app where a process instance usually takes 2-3 weeks to complete, new values might be added to the data source between the time the Single Select form control value is selected first and the time the process instance completes. In this case, you may want form users later in the process to be able to check for updated values.

      This field is optional because using it can have a significant impact on eForm performance.

  • The Lookup Source For Updated Records field may be configured or not, depending on how you add the Single Select Lookup control to an eForm:
    • If you add the Single Source Lookup control to an eForm with a configured data source (for example, a from-based app that is configured to use Data Entities as its data source), the Lookup Source For Updated Records field is configured to match the Lookup Source For User Input field configuration.
    • If you add the Single Source Lookup control in any other way (for example, from the My Control Library), the Lookup Source For Updated Records field is not configured.
    • If you change the configuration for the Lookup Source For User Input field, you may also need to change the configureation for the Lookup Source For Updated Records field, depending on your requirements.
  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. Open eForm Builder.

    For information about how to open this screen, refer to eForm Builder screen.


    Eform Builder screen
  2. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.

    Advanced Controls tab
  3. On the Advanced Controls tab, drag a Single Select Lookup Auto Lookup icon form control onto your eForm.

    Drag Single Select Lookup

Procedure

  1. Complete the settings on the configuration screens.

    You can use the App Data screen to specify a variable.

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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Help Text

Function:
Specifies the text to shows when a runtime app user hovers their cursor over the form control.
Accepted Values:
More than one line of text.
Default Value:
None
Example:
Refer to:

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
Example:
Refer to:

Configure

Configures advanced settings for your form control.

Figure: Configure tab

Configure tab

Fields

Field Name Definition

Validation Message for Required Field

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.

Example:
Refer to:

Lookup Source For User Input

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

Function:
Opens the screen to configure a lookup.

There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.

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 app.

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);
    
  }

Also refer to:

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

Lookup Source For Updated Records

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 For User Input 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 Always retrieve the updated record from the data 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.

Always retrieve the updated record from the data source

Function:
Specifies whether to execute the Lookup Source For Updated Records 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 Lookup Source For Updated Records field when the form load is complete.
  2. Deselected - The Lookup Source For Updated Records 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:
  • Modern theme - Roboto
  • Classic theme - Arial
Example:
Refer to:

Font Size (px)

Function:
Specifies the size of the input text and label for your form control.
Accepted Values:
A positive integer.
Default Value:
  • Classic theme - 12
  • Modern theme - 14
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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.

Example:
Refer to:

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.

Example:
Refer to:

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

Required

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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
Example:
Refer to:

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.
Example:
Refer to:

Data Security Settings

Function:
Specifies whether to store information from the field in the process schema, so the app 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 app 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
Example:
Refer to:

Show On Tablet Devices

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
Example:
Refer to:

Show On Mobile Phone Devices

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
Example:
Refer to: