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How to use Dropdown Boxes / Lists

The dropdown boxes in eBMS can be used on a basic or advanced scale. They include many options and are essential to unlocking eBMS's full potential.

Understanding how to build and design lists can assist with improving processes.

eBMS Tip: Use lists / dropdowns where ever possible to populate other fields (in the same or even another eForm) by integrating lists with groups, formulas, BI and other features. This is a more complicated task within eBMS, we recommend that if you do not understand this tutorial completly then please view the video tutorial.
eBMS Enterprise Tip: Set an automatic scheduled event to occur if a dropdown / list result is lower than the company standard. This will ensure effiencies and a state of automated continuous business improvement.

Step 1	Create a new eForm and name it "{your-eform-name} type" or "list". eg. Client Type, Client List. Refer to Add a New eForm in related topics. Apply the list category to this eForm to maintain documentation management. Refer to Using Categories in related topics. Create an input text feild in the eForm Designer and name it using the Label Name Field. Refer to Desiging an eForm in related topics. Click Apply. Press the Save button.

Step 2	Open the new eForm you have just created via Tabular Report. Refer to Tabular Report in related topics. Click the eForms tab and add a new record for your newly created eForm. Refer to Add a New eForm Record in related topics. To add an item for the dropdown list simply type the new value in the empty text field. Press the Save button. To add additional items to your drop down, add a new record (within the same eForm) and repeat step 2.

Step 3	Open the eForm you want the dropdown list to appear within. Refer to Open an eForm with eForm Designer in related topics. Open the Insert Panel and Add a Dropdown Box / List to your eForm. Refer to Designing an eForm in related topics. Ensure the Properties Panel is open and name it using Label Name. Move over to the List Tab and select the type / list eForm that was created in step 1-2 from Ref List. Now select the field for the list from Ref List Column. Click Apply. Press Save. Result: Your dropdown list is now ready to be used by other users. Note: Additional items can be addded to the dropdown list at any time via repeating step 2 in the type / list eForm.

Additional Notes	Recommendation: If you have a list that changes the values of multiple fields within an eForm use the Group Name function with a uniform name eg. customer_info. Recommendation: If you have a list is continuously being updated with additional items (eg. a customer/client list) we recommend adding a hyperlink labeled add new list item. To tell eBMS to add a new list item go into the list / type eForm and copy the URL line and add it to the URL hyperlink.Refer to Adding Hyperlinks to eForms in related topics. Dropdown boxes can also be incorporated with linked eForms. Refer to Linked eForms in related topics. The Allow Custom Text function within the Control Tab will allow users to enter the values into the dropdown. The Load on Demand function will allow users to live search larger dropdown lists to save time on loading.

Related Topics	Add an eForm Record From Outside an eForm Add a hyperlink to an eForm Automatically Fill Description Field in eForm Change eForm Properties Create A Formula Create A New eForm Designing an eForm Linked eForms Open an existing eForm in eForm Designer Remove Border when Printing Using the HTML textbox View an eForm View an eForm Records

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How to use Dropdown Boxes / Lists