Adding a Select Input to a Form

How to add a Select input to a form

The Select input provides a selection list for the app user to select an answer of a visible list of many. You can enter as many options as you’d like. Options can be pasted in from a spreadsheet or other type of document.

The benefit of using a selection list is that you can use very little space to offer many choices. A good rule of thumb is if there are more than 7 options, use a selection list.

The following outlines the best practice for using selection inputs. For more details, see Differences in Selection Inputs.

Input Type:	Example:
Checkbox Use when less than 7 options. All options display in app. Multi-selection. All options appear with selection marked on reports.
Lookup Use when more than 15 options. Search available in the app. Single or multi-selection. Only selected options are shown on reports.
Radio Use when less than 7 options. All options visible in app. Select one option only. Marking one option unselects another option. Only selected option is shown on reports.
Segmented Button Use when 2-5 options. Single or multi-selection. All options appear on reports, with color if applicable.
Select Use when 7-15+ options. Not all options visible. Uses very little space in the app. Single or multi-selection. Options containing long text may be cut off. Only selected options are shown on reports.

1. From the Input menu in the Form Designer, click Select.
   
2. Click (Edit) to open the Edit Select window.
   
3. If you want to use a data set for this select list, toggle on Use Data Set, then select the data set and data set field to use. In the Connect Data Set and Form Data section, click + to set the connection between the form and the data set and filter the data set to be more specific to the form.
4. On the Settings tab, mark Required to make the select list required. Mark Hidden if you don't want the select list to appear in the app. 
   Mark Used for Personal Data if the select field is used for personal data which can be used to delete specific data from a form. By checking this option, when using the Data Deletion page, non-personal data is kept for analysis, while deleting the personal data. After marking this option, an icon appears next to the text alignment icon in the Admin site indicating this field is used for personal data. 
   Mark Read-Only to make the select list read-only.
5. Enter a label for the select list. When the Use Data Set toggle is on, this field defaults to the data set field's label, but you can change it. It is helpful to have a unique label when a data set is used on two different fields.
6. In the Tooltip field, enter the tip/hint you may want to include for the select list.
7. Mark Enable for Calculated Fields to use the select input in a calculated field. When this option is marked, numbers must be used as the options and the Enable Multiple Selection option is disabled.
8. Mark Enable Multiple Selection to allow the app user to select more than one option in the list. When this option is marked, the Enable for Calculated Fields option is disabled.
9. Toggle the Displayed Value is Different than Saved Value option on if you want the select list options to display differently than what's saved.
10. Enter each select list option on a separate line in the Options box. Options can be pasted in from a spreadsheet or other type of document. If the Enable for Calculated Fields option is marked, the options need to be numbers.
11. Mark options as a default for the select list. 
    Toggle on Use Default Value, then select the options from the list you want to default when using the app. Defaults can be changed during form entry.
    

    Mark Enter Default Value to enter a default value.

    Mark Default Value from Another Field to default a value from another field. Then from the Select Form Field list, select the field you want to use to default from.

12. Click the Styles tab to specify the style settings for the select list. See Using the Styles Tab for more information. 
13. Click the Validations tab to create a validation for the select list. See Creating Field Level Validations for more information.
14. Click the Field Condition tab to create a condition for the select list.
15. Click the Events tab to create an action for the select list.
16. Click OK to save your entries. Click Cancel to close the Edit Select window without saving changes.
17. Click (Preview) to view how the Select input will look in the app.