Select

Modified on Thu, 20 Aug at 11:01 AM

Select

TABLE OF CONTENTS

Use a Select building block when you want users to choose from a predefined list of Element building blocks.

Introduction

A Select building block links to one or more Elements in the Information Tree. Each option represents an Element that can contain its own structure, logic and fields.

When a user selects an option, the corresponding Element becomes part of the document.

This makes it possible to switch between different document sections or structures based on a selection.

You can use a Select building block for:

  • Choosing between different document sections
  • Selecting different contract clauses
  • Switching between alternative content blocks
  • Showing different structures based on user input

Depending on the configuration, users can select a single Element or multiple Elements from the list.

General settings

Name
Enter a clear name. This label appears in the Information Tree and helps you identify the building block.

Choose a name that reflects what the user is selecting, such as Contract type, Address type or Clause selection.

Description
Add a short description to explain what should be selected.

Required
Enable this option to make the field mandatory. You must select an option before you can continue.

Enable Multiple Selection
Allow more than one Element to be selected. When enabled, users can choose multiple options from the list.

Enable Search
Adds a search field to the selection list. This helps users find options quickly when the list contains many Elements.

Use as visibility
Changes the Select building block from a dropdown to a checkbox.

Use this option when the selection should control visibility in the template. When enabled, the checkbox determines whether the related Element is included.

When Use as visibility is enabled, the following settings are no longer used:

  • Default value
  • Enable Search
  • Enable Multiple Selection

Default value
Set a default Element that is selected when the form opens.\ If multiple selection is enabled, you can define more than one default value.

General settings

General settings

Advanced settings

Key
The key automatically inherits the Name you enter in the General settings. If needed, you can change it and define a unique key for the building block.

The system uses the key to reference this field in the data structure and in templates.

Use a clear and consistent naming pattern. For example: documentType or paymentMethod.

Do not use spaces or special characters. Use letters only.

Add element options

A Select building block contains Element building blocks that represent the available options.

To add an option, click the plus (+) icon inside the Select building block in the Information Tree. Then choose Element.

Adding an element to a select building block

Adding an element to a select building block

Each Element represents one selectable option.

After adding an Element, you can attach other building blocks to it, such as:

  • Text
  • Number
  • Date
  • Group
  • Repeat
  • Table
  • Another Select
  • Another Element

This allows each option in the Select building block to contain its own structure, fields, and logic.

Element options inside a select building block

Element options inside a select building block

For more information about Elements, see the Element building block documentation

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