What is the Select component?

Select is an Inquiry screen component that adds a dropdown component to the screen. It allows users to choose one option from a predefined list. It simplifies decision-making by presenting options in a compact, scrollable format.

A Select component is ideal for scenarios like choosing a country, selecting a category, or picking a date range, ensuring users can only select valid inputs.

How do you add a Select component?

1. Navigate to the Dashboard, and click on Inquiries > Templates.
2. Find and click on the Inquiry template you want to edit, or Create a new template.
3. Hover over a Screen and click the Edit button to view the Component Library.

4. In the left toolbar, click Component Library and search for ‘Select’.
5. Drag and drop the Select component into your screen, and reposition it by dragging it around.
6. Click on the Select component, and go to Properties in the right toolbar.
   1. (Optional) Add customized validations. Learn more about Validations below.
   2. (Optional) Add a customized label, placeholder and translations:
      1. Edit the text in the Label box. The Label is a text element displayed above the Select component to describe its purpose, such as “Select Country” helping users understand what information to provide.
      2. Edit the text in the Placeholder box. The Placeholder displays temporary text inside the Select component, such as “Canada” offering an example or guidance on the expected format until the user enters their own input.
      3. Add translations for the text by clicking Edit translations. You can Translate All or Translate individual languages, manually or automatically. If you don’t set translations, you’ll be prompted to do so upon Publishing the template.
7. In the Fields toolbar tab, you can set up and customize the behavior of the Select component.
   1. Required: Choose whether the field is mandatory (Yes), optional (No), or based on conditions (Conditional). If you choose Conditional you will need to set a Logic rule, you can read more about Logic below.
   2. Options:
      1. Edit Options by clicking the Pencil icon to the right of the Option you want to edit. You can change the Display Name and Option text, as well as add translations.
      2. Add Options by clicking the “Add Option” button.
      3. Delete Options by clicking the Pencil icon to the right of the Option you want to delete. Then click the Trash can icon on the right of the Edit Option pop up box.

8. (Optional) In the Logic toolbar tab, you can add rules that govern when the component appears, and when it does not. You can read more about Logic below.
9. Close the step. You’ll have to Save and Publish the template to begin using it.

Validations

Validation rules can be set on a Select component to ensure that the entered data is a properly formatted and is a valid. This can prevent errors such as invalid inputs, and can ensure only usable and accurate selections are submitted.

The Error message can be edited to provide the user with more information on why the selection is not valid. Translations for the error message can be added by clicking Edit translations. You can Translate All or Translate individual languages, manually or automatically. If you don’t set translations, you’ll be prompted to do so upon Publishing the template.

Validation Rules

Validation rules consist of three main components:

1. Field: The object that will have a condition linked to it.
2. Condition: How the field is compared to the value (e.g., equals, does not equal).
3. Value: The value to test against.

Creating Validation Rules

• AND Statements: Combine multiple conditions that must all be true for the rule to pass. Add these using the "Add" button.
• OR Groups: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking "Add OR Group".

How to Use Validation Rules

1. Click on the Select component, and go to Logic in the right toolbar.
   1. Create a validation rule by filling in the three boxes following When, which correspond to an object, its condition, and its value being assessed, respectively. When that validation rule passes, the component update is applied.
   2. (Optional) Add additional validation rules by clicking either + Add (if you want to add 'AND' rules, where all must be passed to continue) or + Or (if you want to add 'OR' rules, where one must be passed to continue). You can also nest a group of OR statements within an AND statement by clicking + Add Group.
   3. (Optional) To edit the validation directly, you can open the code editor.

Translations

Persona can automatically translate new text into other languages in the component’s Properties tab. You can also customize the translation for any particular language.

Logic

Persona provides you with the ability to add logic to a Select component. For example, a component may only become visible to a user if certain conditions are met. On the Logic tool bar tab, there are two options for logic rules:

• On screen load: Logic rules are evaluated only when the screen loads. They can reference any field configured on the template.
• On screen update: Logic rules are evaluated in real time. They can only reference inputs on the current screen.

For form components a field can be labeled as required under specific conditions.

• Require field: Logic rules are evaluated in real time referencing inputs on the current screen. They can only reference inputs on the current screen.

Logic Rules

Logic rules consist of three main components:

1. Field: The object that will have a condition linked to it.
2. Condition: How the field is compared to the value (e.g., equals, does not equal).
3. Value: The value to test against.

Creating Logic Rules

• AND Statements: Combine multiple conditions that must all be true for the rule to pass. Add these using the "Add" button.
• OR Groups: Combine conditions where only one needs to be true for the rule to pass. Create these by clicking "Add OR Group".

How to Use Logic Rules

1. Click on the Select component, and go to Logic in the right toolbar.
   1. Choose either “On screen load” or “On screen update” and click Add.
   2. Choose what Component Update to apply. This determines what happens to the component when the logical rules are met.
   3. Create a logical rule by filling in the three boxes following When, which correspond to an object, its condition, and its value being assessed, respectively. When that logical rule passes, the component update is applied.
   4. (Optional) Add additional logical rules by clicking either + Add (if you want to add 'AND' rules, where all must be passed to continue) or + Or (if you want to add 'OR' rules, where one must be passed to continue). You can also nest a group of OR statements within an AND statement by clicking + Add Group.
   5. (Optional) To edit the logic directly, you can open the code editor.

Plans Explained

Select component by plan

	Startup Program	Essential Plan	Growth Plan	Enterprise Plan
Select component	Available	Available	Available	Available
Translations for Select component	Limited	Limited	Available	Available
Logic for Select component	Limited	Limited	Limited	Available

Learn more about pricing and plans.

Learn more

Learn more about Inquiries.