Drop-down lists present the user with a set of options from which to choose. You can set up lists so they can select only one or multiple values.

For instance, in the case of gender, you want them to choose one of the multiple options. On the other hand, in the case of allergies, you must let them choose more than one value from the list.

To view examples of this component, from sample forms, visit the BBL Treatment Record form. The Treatment Area, Filter, Size, and Fluence fields are drop-down lists.

  1. From the Tools list, drag the Select component onto the form.

  2. To customize the component, place the mouse pointer on the component and click Edit.

  3. To name the list, under the Basic tab, in the Label field, enter the name for the list.

    To create a list of options for the list, under the Data tab, in the Data source values table, enter the labels to show in the list. Each row can hold only one value.

    Note:

    • Values for respective items on the list appear automatically once labels are entered. These values can be edited.

    • The values of this component are used to make the logic for calculated fields.

    If you want to customize other settings, refer to the table below.

  4. Click Save.

Action

Perform these steps

Display text to guide the user

For example, if you want to display a list that has options of gift cards to purchase which also allows the user to enter their desired amount for a gift card, you can have a placeholder saying "Select or enter an amount for which you want to purchase a gift card".

Under the Basic tab, enter the guidance text in the Placeholder field.

Note: A guidance text includes any of the following:

  • Expected action in the field

  • Example or instructions to an entry

Allow only unique (non-repeated) values on the list

For example, if you have a list from which the user must select their gender and you unknowingly enter non-binary as an option twice, the user will not know which one to choose. But if you select this option, the duplicate option is hidden from the user.

Under the Basic tab, select the Unique options check box.

Make sure that the user cannot change the contents of the field

Note: In this context, a user is not just the guest but anyone who fills the form.

For example, calculated fields that are designed to display a value based on the values of other fields can be disabled making the field non-editable.

Under the Basic tab, select the Disabled check box.

Not display the label of the field

For example, if multiple fields are placed in a table with a common heading, say the selection of feedback options ranging from 0 to 10 for a series of services. You can hide the label on each field to save form space.

Under the Basic tab, select the Hide Label check box.

Set an option from the list as the default value for the list

For example, if you want an option to be already selected when the form displays, you can add it as the default value.

Under the Data tab, from the Default value drop-down list, select a value.

Ensure that the guest cannot change the contents of the field

For example, fields for the therapist's signature or doctor's notes can be made read-only in the guest's view.

Under the Basic tab, select the Make field read-only for guest (on CMA, Kiosk, Webstore, Zenoti Mobile guest mode) check box.

To not display the field to the guests on CMA, Kiosk, Webstore, ZMA guest mode

For example, fields reserved for office use can be hidden from the guest.

Under the Basic tab, select the Hide field from guest (on CMA, Kiosk, Webstore, Zenoti Mobile guest mode) check box.

Enable the selection of multiple values in the list

For example, select all the products that were used for a service.

Under the Data tab, select the Multiple Values check box.

Make the field mandatory

Under the Validation tab, select the Required check box.

Prevent the user from making an entry in the field that is not in the list

Under the Validation tab, select the Allow only available values check box.

Display an error message on the form when validation is not followed

For example, when the field is mandatory, but the user does not fill it, an error message can be displayed asking the user to fill the field.

Under the Validation tab, in the Custom error message field, enter the error message you want to display.

Note: You can make a field appear or disappear on the form, based on the value of another field.

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