Table of Contents
Combo Box Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Combo Box Field
When adding a Combo Box to a Form Template, the following information may be important:
- Do they need to select multiple options?
(Use a Multiselect Combo Box or enable Multi*) - What is the selection?
(This is the Name of the Field) - Is the selection mandatory?
(Check the box for Mandatory.) - Is this selection only needed when something else happens?
(Check the box for Hidden.)- Does this selection need to reveal other hidden fields? (Check Show/Hide Rules.)
- Is this selection only needed when a form is in a certain status? (Set the Form Status.)
- Is this selection only for certain teams or zones?
(Set the User Zone.) - Does this selection raise a defect?
(Set the Defect Configuration.)
*The Multi option is available on most Combo Box fields that are linked to a specific area, such as Jobs, Plant, and Forms.
Basic Setup
The setup information available here is for Combo and Multiselect Combo Box fields only.
- Name: The name of the selection.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Prefill the selection with a matching option from the Options field.
- Prefill from: Not applicable for this field.
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Options: The options for the selection, seperated with a pipe.
- One|Two|Three|Four
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
Advanced Setup
When setting up a Entity Combo Box, the advanced options include the following:
- Default Value Dropdown
- Multi
- Select Groups
- Linked Fields (Job Sub Item)
- For Period Calculation only (Unit)
The Default Value Dropdown is where you can preselect an option from the related entity, such as a Plant, Job, or Work Order.
The Multi checkbox converts the selection from single, to multiple.
The Select Groups option restricts this field to only the selected Group.
Job Sub Item combo boxes will have a Linked Field - this will be a Job combo box, added earlier in the template.
For Period Calculation Only- this option is used when working with Plant Hire.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
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Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.
Legacy Fields
When setting up a Combo Box field, the following options are legacy fields that are included for specific clients only:
- User
- Deal
- Asset
- Test
While they can be added to a template, they will not function.