Difference between revisions of "Change Single Selection Option List"

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Single selection lists can be displayed on a field report template either as a list of radio buttons, or as a combo box. You can change the way a specific single selection list displays on a field report template, even if it is set by default (from the Data Inventory Manager) to display differently.
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{{TOC right}}
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Single selection lists can be displayed on a data entry form template either as a list of radio buttons, or as a combo box. You can change the way a specific single selection list displays on a data entry form template, even if it is set by [[Change Display Option for Single Select | default in the Data Inventory Manager]] to display differently.
 
The following tables describe how to edit a specific list of radio buttons and a combo box, respectively.
 
The following tables describe how to edit a specific list of radio buttons and a combo box, respectively.
  
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{{note| If you wish to edit how every instance of a single selection list displays, see [[HowTo:Edit Single Selection Lists on the Design Pane|How To Edit Single Selection Lists on the Design Pane]].
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==Editing a Radio Buttons List==__NOEDITSECTION__
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{| class="wikitable"
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{| class="wikitable" width="800" style="margin:10px;"
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|+ View Designer Interface
 
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! Desired Elements
 
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! Steps to Achieve
 
 
|-
 
|-
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| Tabs
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| width="150pt" | '''How To'''
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|
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| width="650pt" | '''Step to Complete'''
 
|-
 
|-
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| style="padding-left: 2em" | Move a tab to the left or right of other tabs
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| Set a Default Selection|| <ol>
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| Click a tab, and then click the [[Image:ViewDesignerTabLeft.png | Move Tab Left]] or [[Image:ViewDesignerTabRight.png | Move Tab Right]] buttons.
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<li>Select the list option on the design pane that you want to be the default.</li>
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<li>Click '''Properties'''.</li>
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:The Component Property Editor window displays.
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<li> Select '''Default Value''' </li>
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<li> Click '''Submit''' </li>
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:The list option is selected by default when the Data Entry Form template is opened.
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</ol>
 
|-
 
|-
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| style="padding-left: 2em" | Add a new tab
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| Change the order of list options|| Drag the list options to reorder the list.
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| Click the [[Image:ViewDesignerNewTab.png | New Tab "*"]] and then double-click the ''New Tab'' label to rename it.
 
 
|-
 
|-
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| style="padding-left: 2em" | Delete a selected tab
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| Delete a list option ||
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| Click the '''x''' by the tab name ([[Image:ViewDesignerDeleteTab.png]]).
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<ol>
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<li> Select one or more list options.</li>
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<li>Click '''Clear'''</li>
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:The list options no longer display in the list.  
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</ol> 
 
|-
 
|-
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| style="padding-left: 2em" | Set page layout and size
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| Edit a list option label ||
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| Click '''Tab Setup'''.
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<ol>
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<li>Select a list option.</li>
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<li>Click '''Properties''.</li>
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:The Component Property Editor window displays.
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<li> Edit the label in the Text field, or edit the font style in the Font field </li>
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<li>Click '''Submit'''. </li>
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:The label displays according to the changes made.
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</ol>
 
|-
 
|-
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| style="padding-left: 2em" | Clear all elements from a selected tab
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| Change a radio button list to a combo box ||  
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| Click '''Clear Tab'''.
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<ol>
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<li> Select a list option. </li>
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<li> Click '''Properties'''. </li>
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:The Component Property Editor window displays.
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<li> Select '''Combo Box'''. </li>
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<li> Click '''Submit'''. </li>
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:The radio button list displays as a combo box
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</ol>
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|}
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==Editing a Combo Box==__NOEDITSECTION__
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{| class="wikitable" width="800" style="margin:10px"
 
|-
 
|-
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| Elements
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| width="150pt" | '''How To'''
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|
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| width="650pt" | '''Step to Complete'''
 
|-
 
|-
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| style="padding-left: 2em" | Delete selected elements from a selected tab
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| Set a default selection ||  
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| Click '''Clear'''.
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<ol>
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<li>Select a list option field on the design pane.</li>
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<li>Click '''Properties'''.</li>
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:The Component Property Editor window displays.
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<li>Click the '''Custom Options Editor''' button.</li>
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<li>Select the list option to be the default.</li>
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<li>Click '''Submit'''.</li>
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:The list option is selected by default when the Data Entry Form template is opened.
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<ol>
 
|-
 
|-
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| style="padding-left: 2em" | Align selected elements
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| Change the order of list options ||
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| Click '''Align'''.
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<ol>
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<li>Select a list option field on the design pane.</li>
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<li>Click '''Properties'''.</li>
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:The Component Property Editor window displays.
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<li>Click the '''Custom Options Editor''' button.</li>
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<li>Select a list option.</li>
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<li>Click the [[Image:Up_Arrow.png]] or [[Image:Down_Arrow.png]] to move the option in the list.</li>
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<li>Click '''Submit'''.</li>
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</ol>
 
|-
 
|-
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| style="padding-left: 2em" | Modify the properties of a selected element
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| Delete a list option ||
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| Click '''Properties'''.
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<ol>
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<li>Select a list option field on the design pane.</li>
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<li>Click '''Properties'''.</li>
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:The Component Property Editor window displays.
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<li>Click the '''Custom Options Editor''' button.</li>
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<li>Select a list option.</li>
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<li>Click the [[Image:EcksButton.png]].</li>
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<li>Click '''Submit'''.</li>
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</ol> 
 
|-
 
|-
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| style="padding-left: 2em" | Clear all elements from all tabs
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| Edit a list option label ||
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| Click '''Clear All Tabs'''.
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<ol>
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|-
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<li>Select a list option field on the design pane.</li>
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| General
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<li>Click '''Properties'''.</li>
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|
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:The Component Property Editor window displays.
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|-
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<li>Click the '''Custom Options Editor''' button.</li>
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| style="padding-left: 2em" | Undo or redo previous actions
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<li>In the Display column, double-click the list option that you want to change. Edit the label in the field. </li>
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| Click the [[Image:ViewDesignerUndo.png | Undo]] or [[Image:ViewDesignerRedo.png | Redo]] buttons.
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<li>Click '''Submit'''. </li>
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|-
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:The label displays according to the changes made.
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| style="padding-left: 2em" | Save your changes to the view
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</ol>
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| Click '''Save'''.
 
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|-
 
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| style="padding-left: 2em" | Save your view as new
 
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| Click '''Save As'''.
 
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|-
 
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| style="padding-left: 2em" | Print and preview a view
 
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| Click '''Preview'''.
 
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|-
 
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| style="padding-left: 2em" | Exit the View Designer
 
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| Click '''Close'''.
 
 
|-
 
|-
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| Change a combo box to a radio button list ||
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<ol>
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<li>Select a list option field on the design pane.</li>
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<li>Click '''Properties'''.</li>
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:The Component Property Editor window displays.
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<li>Select '''Radio Buttons'''.</li>
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<li>Click '''Submit'''.</li>
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:The combo box displays as a radio button list.
 
|}
 
|}
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{{NavBox HowTo Data Entry Forms}}
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[[Category:NAA]]

Latest revision as of 18:37, 11 June 2017

Single selection lists can be displayed on a data entry form template either as a list of radio buttons, or as a combo box. You can change the way a specific single selection list displays on a data entry form template, even if it is set by default in the Data Inventory Manager to display differently. The following tables describe how to edit a specific list of radio buttons and a combo box, respectively.

Editing a Radio Buttons List

How To Step to Complete
Set a Default Selection
  1. Select the list option on the design pane that you want to be the default.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Select Default Value
  4. Click Submit
    5. The list option is selected by default when the Data Entry Form template is opened.
Change the order of list options Drag the list options to reorder the list.
Delete a list option
  1. Select one or more list options.
  2. Click Clear
    3. The list options no longer display in the list.
Edit a list option label
  1. Select a list option.
  2. Click 'Properties.
    3. The Component Property Editor window displays.
  3. Edit the label in the Text field, or edit the font style in the Font field
  4. Click Submit.
    5. The label displays according to the changes made.
Change a radio button list to a combo box
  1. Select a list option.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Select Combo Box.
  4. Click Submit.
    5. The radio button list displays as a combo box


Editing a Combo Box

How To Step to Complete
Set a default selection
  1. Select a list option field on the design pane.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Click the Custom Options Editor button.
  4. Select the list option to be the default.
  5. Click Submit.
    6. The list option is selected by default when the Data Entry Form template is opened.
Change the order of list options
  1. Select a list option field on the design pane.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Click the Custom Options Editor button.
  4. Select a list option.
  5. Click the Up Arrow.png or Down Arrow.png to move the option in the list.
  6. Click Submit.
Delete a list option
  1. Select a list option field on the design pane.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Click the Custom Options Editor button.
  4. Select a list option.
  5. Click the EcksButton.png.
  6. Click Submit.
Edit a list option label
  1. Select a list option field on the design pane.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Click the Custom Options Editor button.
  4. In the Display column, double-click the list option that you want to change. Edit the label in the field.
  5. Click Submit.
    6. The label displays according to the changes made.
Change a combo box to a radio button list
  1. Select a list option field on the design pane.
  2. Click Properties.
    3. The Component Property Editor window displays.
  3. Select Radio Buttons.
  4. Click Submit.
    5. The combo box displays as a radio button list.
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