Configuring Self Configured Data Sets - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

When there is a select list field or a Keyword Type field configured with a Data Set, a self configured Data Set can be configured for a field. A self configured Data Set is a list of Data Set values that can be created and associated with a field on an ad hoc basis. Self configured Data Sets can be used by multiple fields in multiple forms.

To configure a self configured Data Set for a field:

  1. Select a field in the Designer that has a drop-down control.
  2. In the Properties pane, click the edit button next to the Data Set property field.
  3. Select either select an existing Data Set or a new Data Set.

    If you select Existing, select the Data Set from the box that you want to associate with the field.

    If you select New, enter a name for the Data Set in the field.

  4. If you selected Existing, click Finish. If you selected New, click Continue.
  5. Enter a value in the New Dataset value field. Click the Add button. Repeat this step for each value you want to enter.
    You can arrange the values by selecting a value and using the Up and Down buttons to move the value to the desired position in the list of values. You can also sort values in the list by clicking Sort Ascending or Sort Descending buttons. You can also delete a value from the list by selecting the value and clicking Remove.
  6. Click Finish.

    If you have a Keyword Type field associated with a Keyword Type that has a Data Set configured for it in the Configuration module, any self configured Data Set that is configured in the Form Designer for a field will override the Keyword Type's Data Set for that specific field.

    If you decide you do not want to override a Data Set configured at the Keyword Type level, you can revert back to the Data Set configured at the Keyword Type level. To use the Data Set configured at the Keyword Level:

  7. Select the field you have created a data set override upon.
  8. Click the edit button next to the Data Set field.
  9. Select None.
  10. Click Finish. The Data Set field will display Using Keyword Data Set.

You can specify that the value has to exist in the configured Data Set in order to submit the form by selecting the Value must exist property.