Defining and Attaching Prevalue Sources

Prevalue sources are a way to pre-define and/or retrieve a list of items from a certain source. They can be added in any field types that include some kind of list like Dropdown and Multiple/Single Choice lists.

Setting up a Prevalue Source

Prevalue sources can be managed in the Prevalue sources folder available in the Forms section.

To set a prevalue source:

1. Navigate to the Forms section.

2. Right-click the Prevalue sources folder and select Create.

3. A new page opens in the right-side of the editor where you'll need to setup and configure your prevalue source.

4. Enter a Name.

5. Select the type of prevalue source from the Type drop-down. For more information on the different default types, see the Overview of the Prevalue Source Types article.

   

Configuring the Prevalue Source

Depending on the Type you choose, you'll need to provide some additional settings:

1. In this walk-through, we will select Get values from textfile from the Type drop-down.
2. Now, provide a file containing the list to use as prevalues. For example: A .txt file containing the following values:

example value 1
example value 2
example value 3
example value 4
example value 5

3. Select Pick File and choose the text file you just created.
4. Once the text file is uploaded, click Save to save the prevalue source.
5. If the file is successfully uploaded and validated, you will see an overview of the values in a tabular format.

If you would like to have different values presented to your users from the value stored, you can provide two values per line, separated with a vertical bar (|), e.g.:

1|example value 1
2|example value 2
3|example value 3
4|example value 4
5|example value 5

In this case the user would pick from a list showing the captions, but the single integer values would be stored with the record.

This can be useful if the recorded entries are used in any subsequent workflows or business processes, where particular values, that aren't appropriate for the user to select from, are required.

Attaching a Prevalue Source to a Field

Once a prevalue source has been created, it can be used while building Forms in the Forms designer.

Example: Let's add a Multiple Choice field type in our Form.

If there is at least one prevalue source defined in the project, the Prevalues source will contain a dropdown from where you can choose the predefined value.

Once you have selected the prevalue source, the values are rendered in the Forms designer from the attached source.

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