The DropDown question type lets people select an answer from several choices. This question type is ideal for presenting a long list of options without cluttering your form.
Add a DropDown and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the dropdown.
5. From the Type drop-down pick list, select DropDown.
6. In the Text field, enter and format the label you want to use to describe the datepicker.
7. Text is automatically added to the left of the datepicker. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the datepicker with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Settings tab.
7. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
8. To adjust how wide or high the dropdown appears, enter the size you want the button in the Width and Height fields. You can use the percentage of 100 or use px, pt values. For example, if you want the dropdown to be small, enter 50% or 50px.
9. Set up the attributes:
a. If you want to require users to select an option from the dropdown, select the Required check box.
b. If you want the dropdown to be shown to users, but unavailable to them to select from, select the Read Only check box.
c. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
d. The Hide On Load setting can be used to hide a question on the form until another action takes place. * This setting will soon be discontinued. To show/hide a question, use question Rules options.
e. If you want the option the user selects to be included in the form report, select the Include in Report Grid check box.
10. To have a drop-down option automatically selected when the form user accesses the form, enter it in the Default Value field. Form users can update what is selected.
11. If your drop-down options include a value amount mapped to a selected Payment Profile, and you want to double the final balance amount, select the Add Double Value to Final balance check box.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
12. If your drop-down options include a value amount mapped to a selected Payment Profile, and you want to multiply the amount by the Fee Amount in the Payment Profile, select the Multiply Balance by Double Value check box. For example, an event participant is registering for an event and they have 3 guests attending with them. There's a fee and when they select the number attending this will multiple the fee of the event by 4.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
13. From the Map to Payment Field drop-down, select the data to appear in the payment portlet.
14. If you are associating the drop-down with information in EXi Events, select the appropriate event field from the Map to EXi Event Field drop-down options. If you are using this drop-down with a multi-part event that allows invitees to select the events they are attending, see Build a Multi-Part Event Registration Form.
 |
This option is only available to schools with an EXi Events Management license. |
15. In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.
|
This option is only available to schools with a CRM Candidate license. |
16. Click Save.
Set Up Static Options for a DropDown
See Question/Field Options for more information.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Options tab.
7. Select the Static Options option.
8. If you want the options to be randomized, select the Randomize Options check box.
9. Click Add Option.
10. If the dropdown options impact a final balance on the form, use the Dbl Value field to enter the numeric amount used in the balance calculator.
11. Use the Value field to enter the value that will be stored in the database and displayed in the email/report.
12. In the Text field, enter how the option will appear to the form user.
13. If you want a particular option to be automatically selected when the form user first accesses the form, select the Selected check box.
14. Click Save.
Set Up Dynamic Options for a DropDown
 |
Dynamic dropdowns will not work in form setup mode. To test your dynamic dropdown, you must access the form as a user. |
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Options tab.
7. Select the Dynamic Options option.
8. From the Options Source drop-down, select the datasource you want to use to populate the options available for the form user to select from.
 |
JZB indicates a Jenzabar-provided datasources. You can also select from datasources your school has set up using the datasources options. |
9. Click Save.
Set up Cascading DropDowns
Add a Rule to the DropDown to Execute an Action
You can use actions to control if anything happens when the form user selects a particular option. For example, your form survey includes a radio button option asking form users to rate their level of satisfaction with the school's facility. If the form user selects Dissatisfied, you can show an additional essay question asking them to detail why.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
1. Click Manage Forms. The Manage Forms page appears.
2. Click on the form you are working with.
3. Click on the tab you want to work with.
4. Right-click on the question/field and select Properties. The Edit Item window appears.
5. Click the Rules tab.
6. Click Add Step.
7. In the first drop-down, select the If answer value is condition. This tells FormFlow to execute the rule if the answer value matches the value you specify.
8. In the field to the right of the drop-down, enter the answer value that you want to trigger the rule to execute.
9. In the third drop-down, select the action you want to happen. Examples
To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification. This can be useful when you want to notify the form user about their choice.
To show or hide other form options based on what the forum user selected, use the group clear, hide, show, and toggle options. See Working with Grids for more information.
10. If you would like to add a rule that executes if the answer value the user enters is a different value:
a. Click Add Step.
b. Select Else if answer value is from the first drop-down option.
c. Enter the answer value in the field that you want to trigger the rule to execute.
d. From the section drop-down option, select the rule you would like to execute.
11. To include additional conditions before the action occurs:
a. Click Add Step.
b. Select Else from the first drop-down option. Selecting Else will execute the current rule if the previous rule did not execute based on the answer value provided.
c. From the second drop-down option, select a rule type to execute.
12. To have more than one action occur when the form user selects a particular option:
a. Click Add Step.
b. Select And from the first drop-down option. Selecting And will execute the current rule in addition to any other rule that is set to execute.
c. From the second drop-down option, select a rule type to execute.
13. Repeat steps 6 - 12 to add as many actions and conditions as needed.
14. Click Save.
Options give the form user a list of items to choose from.
Returns a list of states from the EX database.
SELECT
RTRIM(VALUE),
DESCRIPTION
FROM
TD_STATE_VIEW
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon 
to the right of the DataSource
drop-down list. The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
8. Click Save DataSource.
9. Click Manage Forms. The Manage Forms page appears.
10. Click on the form you are working with.
11. Click on the tab you want to work with.
12. Right-click on the drop-down, radio button or checkbox question you are associating the datasource with and select Properties. The Edit Item window appears.
13. Click the Options tab.
14. Select Dynamic Options.
15. From the Options Source drop-down, select the auto-complete data source you created.
16. Click Save.
Look ups use information the user enters or selects from a question to auto-complete other form questions/fields.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon to the right of the DataSource
drop-down list. Example.
The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms. Example
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form. Sample SQL
Returns a form user's first, middle, and last name, and email address from the Name Master table based on their ID number.
SELECT_FIRST_NAME, MIDDLE_NAME, LAST_NAME, EMAIL_ADDRESS
FROM_NAME_MASTER
WHERE_ID_NUM = @@LookUpValue
|
If the column you are selecting from is a char type or nchar, RTRIM() the column values. Not trimming may result in unexpected effects when interacting with the form. |
8. Click Save DataSource.
9. Click Done.
10. Click Manage Forms. The Manage Forms page appears.
11. Click on the form you are working with.
12. Click on the tab you want to work with.
13. Right-click on the textbox, drop-down, or hidden question and select Properties. The Edit Item window appears.
14. Click the Look Up tab.
15. From the Look Up DataSource drop-down, select the datasource you want to use to look up information. The table columns associated with the data source appear with corresponding drop-downs.
16. From the drop-downs, select the Unique IDs of the form questions/fields you want to auto-populate with information from the matching table columns. Example
17. If you want your look up to execute immediately when the form is accessed, select the Execute on load checkbox. By default, the lookup will execute when the value of the question changes.
18. If the questions/fields being populated should trigger the question/field's events, select the Trigger After Set checkbox.
19. If you want to save the text a user manually inputs in a field that utilizes a lookup, select the Preserve user input checkbox. If there is a default value in the field, that would also be preserved. If you use the default value setting and pre-populate the field with @@LastName for example, it considers that user input and the value wouldn't be overwritten if this setting is checked. If this is not selected, the text pre-populated by the lookup will overwrite any text that the user inputs.
20. Click Save.
Options for Questions with Multiple Selections