Inquiries: Select form component

What is the Inquiry Select form component?

Select is an Inquiry form component that adds a dropdown 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.

SelectFormComponent002

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 options.

How do you add an Inquiry Select form 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 Pencil icon, or double-click the screen to open it in the Screen Editing View.

    SelectFormComponent003

  4. In the Left Panel, search the Component Library for ‘Select’.

  5. Drag and drop the Select form component into your screen, and reposition it by dragging it around.

  6. Click on the Select form component to open its settings in the Right Panel. The panel has three tabs: Design, Data, and Logic.

    1. On the Design tab, under Properties:

      1. Label: Set the label shown above the field. 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. Placeholder: Set the placeholder text shown inside the field. The Placeholder displays temporary text inside the Select component, such as “Canada,” offering an example or guidance until the user makes a selection.
      3. Tooltip Text: Set the tooltip text that gives users more context.
      4. Option labels: Set the display label for each option users can choose from. Click the + to add an option, click in the line to type its label, then press Enter to save it and start another (or click the + again). To edit an option, click it and change the text. Drag an option by its handle to change the order it appears in, or hover over an option and click the X to delete it. Each option also needs a value mapped to it on the Data tab.
    2. On the Design tab, use the Layout, Typography, and Appearance sections to style the component. See the Design tab section on the Screen Step components in Inquiries page for details.

    3. On the Data tab, choose the field the input is written to, and map each option label to the value saved to that field. You can also customize the field’s behavior, such as whether it is required, and add custom validation rules to ensure the entry meets your formatting requirements. See the Data tab section on the Screen Step components in Inquiries page for details.

      1. For the Select component to work, you need to set which field the Select component is inputing to and then the list of options with their values.

        SelectFormComponent-FieldMapping

    4. On the Logic tab, add rules that govern when the component appears, and when it does not. See the Logic tab section on the Screen Step components in Inquiries page for details.

  7. Use the actions at the top right of the panel to copy, delete, or set translations on the component. To translate the text, see Editing translations for your Inquiry.

  8. Close the step. You’ll have to Save and Publish the template to begin using it.

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