Choice Fields

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Choice fields are used to present a list of pre-defined options to the user. There are two ways to define choice fields.

Static List: This is a list where the options are defined manually.
Dynamic List: This list will display options dynamically based on the selected field value from any tracks within the team. Admin do not need to set up the options manually. Instead, they can map the field that can be used as the source for retrieving the list of options.

Create a Choice Field

To create a choice field:

Switch to Admin Interface.
Open the desired Track and it defaults to Fields page.
Click "Create New" to create a new field, or click "Clone" to duplicate an existing one and modify it as needed.

ID#	Display Name	Description
1	Field Type	Mandatory. For Choice fields, the Field Type should be selected as 'Choice'.
2	Required	Set the field as mandatory. This field must be entered if it is on an add view, and cannot be made blank on an edit view.
3	Allow Global Search	Allows the user to search on this field from the main search bar in the agent interface.
4	Display Text as Hyperlink	When enabled, users are allowed to click on the field value and navigate to a related object. For example, if a field references another object(unique) in another track, clicking the hyperlink opens the referenced object's display view in a new tab. When enabled, two additional settings will appear: Hyperlink Track: Specifies the track to link. Hyperlink Field: Identifies the unique text field used for linking. *Hyperlink Behavior:* Hyperlinks are displayed in Reports, Display Views, and List Views. Hyperlinks support cross-track navigation. If the user lacks permissions to view the target object, an error page is shown.

Static List

Create field for Choice type: screen when the Options Source is Static

ID#	Display Name	Description
1	Options Source	Mandatory. For static list, Options Source should be selected as 'Static'. Default value is Static.
2	UI Style	Default is Dropdown Menu. UI style lets the administrator change the display type between drop down style or radio buttons.
3	Controlled By	Defines whether the choice field options are linked to another parent choice field. This is also called dependent choice fields, or a cascaded list, where the list of options are dynamically loaded by a choice made in the 'controlled by' field. This parameter will show a list of available choice fields that you can use to control options in this new field. Create field screen: the choice field is Controlled by Failure Classification- Level 1 field and the options are grouped with parent choices Controlled by: This dropdown displays a list of available choice fields in the track that can be selected as the parent field. Once a parent field is selected, the new choice field can be controlled by the parent. Grouped with: This multi- choice dropdown displays the option values of the parent field. Each child option can be paired with multiple parent options. This grouping will permit the admins to control the visibility of the child list options. If 'Grouped With' is left empty, the Choice option will be visible for all parent options.
4	Choice Options	These are the options/choices for the selection. Create Field Screen for Choice type: Choice options setup To add an option, enter the value in the "Add list option" (1) text field and click on the "+" icon (2) to add it to the list. Administrators have the ability to reorder the list using the up and down arrows and can also delete individual options. You can import choice options using the "Import from CSV"(3) button. Create a CSV file with list of options and upload it using the Import from CSV button. CSV import does not check for duplicates. Existing options can be exported to a csv file using the "Export to CSV" (4) option. Note: This option is only available once the field is created with the options. To set a default option, use By Default(5). Enable the checkbox corresponding to the desired option and it will be auto populated as the default value when the choice field is displayed.

Dynamic List

ID#	Display Name	Description
1	Options Source	Mandatory. For dynamic list, Options Source should be selected as 'From Track'. Default value is Static.
2	Track	Choose the track from which the field should be selected to display the list of options.
3	Options Field	This dropdown will list all the fields within the selected track. Choose the desired field which will act as the source for the options. Now, the selected field will provide values that populates as options for the choice field.
4	Filters	Using the filter option, admins have the ability to restrict specific field values from being displayed as options for the choice field. Click on the "+" icon to add any number of the filters to the field. Each filter has two parameters. Search by Field: This dropdown will display all the custom and system generated fields associated with the track. These fields can be used to filter the values for options list. Value Type: Filtering can be performed using Literal and Field value types. The "Literal" option allows for direct comparison with a specific value, while the "Field" option enables filtering based on the values of other fields within the team. Create field screen: Adding filters for the choice field. Let's consider an example. In this scenario, we have a choice field "Part Number". This choice field populates list of options dynamically from the "Part Number" field of the Track "Parts Information Table". We applied a filter to ensure that the choice field only retrieves part numbers with the Model Type "T1" using the filter options. Alternatively, the model number can be configured to be dynamic by using 'Field' in 'Value Type' and selecting a Model Number field on the track.

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