Configuring a Drop Down List

March 16, 2014 , by

To configure a dropdown you need to link the field that will have the dropdown to a table that contains the lookup values. You do this under the Fields tab of the main table you are building the form for.

  • In the Fields tab select the field you want to configure with a dropdown to open the Field Properties panel
  • Choose “Select – Single Select Dropdown” from the Template drop down list
  • Go to the new Data Lookup tab which appears for the dropdown template
  • Specify the table and fields to use for the lookup:
    • Lookup Table Name – database table that contains the lookup values
    • Field to Display – descriptive field in the table that you want to display
    • Field to Save – field containing the value to save in the main table
    • Field to Sort On, Field to Group By and Filtering Query are optional
  • Save the values you specified and the dropdown is ready to go

Here is an example in where I configure a country code field in my main table to lookup country codes and descriptions. The field to configure, CountryID, is a numeric field in the main table.

In the field properties panel for CountryID I choose “Select – Single Select Dropdown” from the Template drop down list.

This displays the Data Lookup tab. Here I specify the table and fields to use for the lookup. I need to choose the lookup table (*Lookup Table Name*), the field with values to show in the dropdown list (*Field to Display*) and the field containing the value to save in the main table (*Field to Save*). The other fields are optional.

Once I save these settings the dropdown will be operational. In my main form a dropdown list will display country names (the ShortName column) pulled from the Country table. When the user selects a country, CountryID will be saved as the value in the main table.