How to Add a Drop-down list field to a workflow

Drop-down lists are a useful and popular feature to add to your workflows. Drop-down fields enable people to select a single option or multiple options from a drop-down list when completing workflow assessments.

To add a drop-down list to your workflow, simply select the "Drop-down list" option from the component toolbar.

Drop-down lists are a very flexible form component with many use cases including:

• Selecting numerical values
• Selecting text values
• Selecting urgency for maintenance or incident workflows
• Selecting staff members

Any value can easily populated as an option for selection based on your workflow use case.

1. Open an existing workflow or create a new workflow.
2. Click on the "drop-down list" option on the component toolbar to add the field to your workflow canvas.
3. Configure the settings of the field in the "Dropdown settings" pane on the right hand side of the flow builder.
4. Drag the "drop-down list" field to the desired location on the stage canvas.
5. Use the grab handles to change the width of the "Drop-down list" field.

The following general settings are available to configure the "Drop-down list" field:

• Label: Add a text label to display text above the drop-down label field. Delete this text if you do not want a label to be displayed.
• Options: The drop-down field supports single select or multi-select dropdown options. If you want to allow only single selection in the drop-down, choose the "Single Select" option. If you want to allow multiple selection in the drop-down field, select the "Multi Select" option. By default, there are three (3) options available for the drop-down field selection options. Change the text for each option to represent the options that you would like to be displayed for selection. Add more selection options by clicking on the "Add" button and delete existing options by clicking on the trash icon next to each option.
• Viewers: By default, anyone will be able to view the drop-down list field. If you would like to restrict who can view the field when completing assessments, select the role or individual people from the "Viewers" drop-down field.
• Editors: By default, anyone will be able to select the drop-down list field options. If you would like to restrict who can select the drop-down list options when completing assessments, select the role or individual people from the "Editors" drop-down field.
• Display Data From: If you have another drop-down field, you can automatically populate the value from that field to display in another drop-down field. This is particularly useful where you have a workflow stage which is a confirmation page based on previously input values to summarise what was input. Click on the "Display data from" dropdown to select another drop-down field. The field will be read only when displaying data from another field.
• Inactive: When clicking the "Inactive" checkbox, the drop-down list field will be displayed in an inactive state and the field will not accept any input.
• Required: Select the "Required" checkbox if a selection is required in the drop-down list field when completing assessments. Validation will occur when someone clicks on a button where the button's "Check required" setting is selected.
• Required Text: If the "Required" checkbox is selected a message will appear below the drop-down input field advising that the field requires a selection on button click. Change the "Required text" to display your own custom validation message.
• Add to assess table: Select this option if you would like the field value to be displayed as a column when viewing all assessments under the "Assess" page.

Conditional Display

Conditional display provides you with the ability to display the drop-down list field when certain conditions are met with other fields in the workflow. For example, if I add a radio button field to the workflow canvas with the options Yes, No and Other. When someone selects "Other" then the drop-down list field will be displayed.

• IF: Select the "Field" option from the drop-down (currently the only value available)
• Field: Select a radio, dropdown or checkbox field that has been added to any stage canvas of your workflow.
• Equals: Select the field value that will result in the drop-down list field being displayed.