Skip to main content

Form Builder Components - Select

Select from list in SiteMax. Create your own lists. Select user, equipment, contact, material. Select in a form your data in tables.

Written by Kelly Shee
Updated over a week ago

Dashboard > Settings > Modules > Forms > Create Form Builder Form

Permissions

Always remember to ensure the correct people have the appropriate permissions to access the corresponding areas. This can be done per individual or by applying Permission Templates.

In order to work in Form Builder, users will need Edit permissions in Settings

The "Select" component allows you to generate a specific list of items that your users can select from. Use this component to pull from a pre-existing list of objects, such as equipment, materials, vendors, or projects, or build a custom list.

Add the Select component to a form

Add the component to the form by dragging and dropping the task component or simply clicking on the component box. Click on the pencil or double-click the component to edit.

Component Label: Changes and renames the select field. The changes will be reflected on the right-hand side.

Required: Make the field required for the user to fill before the form can be saved.

Show Component: Indicate where you want this component to show (Always, On screen only, or On PDF only).

Title-based Visibility: Indicate which titles can see the component and create tasks. For example, if you want only the Project Manager to create tasks, tick off the "Project Manager" title. You may select multiple titles.

Multiple Selection: Enable Multiple Selection to allow users to select multiple options at once.

Select From:

Allow users to select from a selected group of items.
​

Custom

If "Custom" is selected, create your own list of items that users can select from.

  1. Add new items by clicking on "+ Add Custom Select Option".

2. Add as many options as needed


After adding your Custom Select Options, you can make any necessary adjustments needed, such as rearranging the order of individual selections (up/down arrows), deleting ("X"), or sorting alphabetically (ascending/descending)
​

Contacts

If Contacts are selected, you can further narrow down the list of items the user can select from using our Filter options:

  1. Contacts

  2. Filter Type:

    1. Type

  3. Filter By:

    1. None

    2. Contacts

    3. Clients

    4. Companies

    5. Vendors

    6. Select what the user will see when selecting the Contact ("Select Option Template") using the options as shown below (note; you can enter one or more options in the field provided):

      1. Name – {name}

      2. Parent Name – {parent.name}

      3. Classification Name – {classification.name}

    7. Select how the Contact will appear in the form ("Selected Item Template") using the options as shown below (note; you can enter one or more options in the field provided):

      1. Name – {name}

      2. Parent Name – {parent.name}

      3. Classification Name – {classification.name}

Note; Be sure to enter the template options as listed (no capitalization/include curly brackets/underscores)

Equipment

If Equipment is selected, you can further down your list by Filtering by Type

  1. Equipment

  2. Filter Type:

    1. Toolboxes

    2. Your list of Toolboxes will appear, and you can choose the Toolbox from which you would like your selection to come

    3. Select what the user will see when selecting the Equipment ("Select Option Template") using the options as shown below (note; you can enter one or more options in the field provided):

      1. Brand – {brand}

      2. Category – {category}

      3. Classification – {classification}

      4. Code – {code}

      5. External Code – {external_code}

      6. ID – {id}

      7. Model – {model}

      8. Name – {name}

      9. Rate – {rate}

      10. Serial Number – {serial_number}

      11. Status – {status}

      12. Units – {units}

      13. Value – {value}

    4. Select how the Equipment will appear in the form ("Selected Item Template") using the options as shown below (note; you can enter one or more options in the field provided):

      1. Brand – {brand}

      2. Category – {category}

      3. Classification – {classification}

      4. Code – {code}

      5. External Code – {external_code}

      6. ID – {id}

      7. Model – {model}

      8. Name – {name}

      9. Rate – {rate}

      10. Serial Number – {serial_number}

      11. Status – {status}

      12. Units – {units}

      13. Value – {value}

Note; Be sure to enter the template options as listed (no capitalization/include curly brackets/underscores)

Projects

Filter as needed when selecting Projects

  1. Projects

  2. Filter Type:

    1. Status - Select from your Active, On-Deck, or Completed Projects

    2. Tags - Select from your created Project Tags

    3. Note; To filter by both Status and Tags, simply click on "+ Add Filter" below your first selected filter

  3. Select what the user will see when selecting the Project ("Select Option Template") and how you want the Project selected to appear in the completed form ("Selected Item Template") using the options as shown below (note; you can enter one or more options in the fields provided):

    1. Name – {name}

    2. Number – {number}

    3. Street Address – {address_street}

    4. City – {address_city}

    5. Region / Province / State – {address_region}

    6. Postal Code – {address_postal}

    7. Country – {address_country}

    8. Start Date – {start_date}

    9. Estimated End Date – {est_end_date}

    10. Site Contact Name – {contact_name}

    11. Site Contact Phone – {contact_phone}

    12. Site Contact Email – {contact_email}

    13. Field Manager Name – {field_manager_name}

    14. Office Manager Name – {office_manager_name}

    15. Status – {status}

    16. Field Manager Title – {field_manager_label}

    17. Office Manager Title – {office_manager_label}

Note; Be sure to enter the template options as listed (no capitalization/include curly brackets/underscores)

Materials

Since Materials are not set up to be divided into groups, there is no filter option.

Don't forget to select what you want to see when selecting your Materials ("Select Option Template") and how you want it displayed in the completed form ("Selected Item Template") using the options as shown below:

  • Name – {name}

  • Code – {code}

  • Unit – {unit}

  • Value – {value}

  • Quantity – {quantity}

  • Description – {description}

  • Cost Code Name – {cost_code.name}

  • Cost Code Code – {cost_code.code}

  • Classification Name – {classification.name}

  • Is Deleted – {is_deleted}

Cost Codes

Filter your Cost Codes as needed when providing the select option.

  1. Cost Codes

  2. Filter Type:

    1. Groups - Select from your Cost Code Groups

    2. Project Cost Codes Only - Select from your specific Project Cost Codes

    3. Note; To filter by both Project Cost Codes and Groups, simply click on "+ Add Filter" below your first selected filter

  3. Select what the user will see when selecting the Project ("Select Option Template") and how you want the Project selected to appear in the completed form ("Selected Item Template") using the options as shown below (note; you can enter one or more options in the fields provided):

    1. Name – {name}

    2. Code – {code}

    3. Both – {title}

Note; Be sure to enter the template options as listed (no capitalization/include curly brackets/underscores)

Users

Select from all users within your SiteMax system

  1. Users

  2. Filter Type:

    1. Crews - Select from your previously created crews to filter your users

    2. Titles - Select from your created titles for your filter (*Note: you can check the box to only show users assigned these titles within the specified project)

    3. Tags - Select from any User Tags you may have created to filter by Tags

    4. Company - Select the Company you wish to filter your users by

    5. User Classification - Select users based on Classifications you have created

    6. Project Users Only - Select only the users assigned to the specified project

    7. Remember you can always narrow your search further by incorporating multiple filters. Just click "+ Add Filter" below your selected filter

  3. Select what the user will see when selecting your User ("Select Option Template") and how you want the User selected to appear in the completed form ("Selected Item Template") using the options as shown below (note; you can enter one or more options in the fields provided):

    1. Classification – {classification}

    2. Favourite Title – {favourite_title}

    3. Specialization – {trade}

    4. First Name – {name_first}

    5. Last Name – {name_last}

    6. Full Name – {name}

    7. Email – {email}

    8. Employee Number – {employee_number}

    9. Rate – {rate}

    10. Company Name – {company_name}

    11. Data – {data}

    12. Phone – {phone}

Note; Be sure to enter the template options as listed (no capitalization/include curly brackets/underscores)

Data ID: Copy and paste this ID when creating dependencies and a label.

Note; If using Select components with Custom options as your Label, add ".title" to the Data ID in the Label field

Autofill: Even with the Select Component, you can still utilize the Autofill option. Depending on the Type chosen, your default option will appear (ie; If Projects is the Type chosen, the Project in which the form is being created will appear. However, you can still choose another from the Select options available.

Field Dependency: To create conditional field dependencies, click on yes and set the field dependency target. For more information, check out the Field Dependency article.

Related Articles
Form Builder Components - Radio
Form Builder Components - Tasks
Form Builder Components - Save
Form Builder Component - Safety Log
Form Builder Overview
Did this answer your question?