WebPlatform Documentation

In Process Designer there is an option to allow auto select of a single item for Context Objects with dropdowns

Things you need to know ...

• There are specific Context Object types which allow the ‘Auto-Select Single Item’ option to be selected:
  • Fixed List (Non-Editable)
  • Fixed List of Values and descriptions (Non-Editable)
  • Fixed List from a Data Source (Non-Editable)
  • User Context Object

• Auto Selection works if
  • One of the above Context Object Types is used
  • There is only one option available in the List when the WorkItem is Active
  • Auto-Select Single Item option is ticked

• Note: If the field is not on the form then it will be auto populated in the system when the criteria above is met and a WorkItem is completed
• If multiple options are in the list and the ‘Auto-Select Single Item’ option is ticked, the auto selection will not happen and the user will have to choose an option from the list
  
  
• How Auto Selection work with cascades:
  • In a WorkItem to populate a child Context Object automatically, the parent field must be populated in the system before the WorkItem becomes active or populate the parent field in the same WorkItem (Note: you will need to save to auto populate the child)
    
    
• Note: It is down to the user to carefully choose how they use the functionality e.g. where a user needs to select a single drop down to confirm they have completed an action such as signing their appraisal.

How to setup a Context Object with auto selection when in a form

• In designer go to Process/WorkItem Editor
• Click Add Field
  • Choose a valid Context Object Type
  • Tick the auto select option
  • Only have one item in the list
• Save & Close

• Add the Context Object to the form

How the auto select field looks like in the WorkItem

• Validate & Cut Live the Process
• Start the process
• When the form loads, the Context Object will automatically be populated (visible to end user)
  • In this example, the Auto Select FLNE* Context Object field is populated with the single option in the list = Number One
    
    
    

* FLNE = Fixed List (Non-Editable)

How to setup a Context Object with auto selection when not in a form

• In designer go to Process/WorkItem Editor
• Click Add Field
  • Choose a valid Context Object Type
  • Tick the auto select option
  • Only have one item in the list
• Save & Close

• Don’t add the Context Object onto the form

How the value looks in the form...

• In this example, we are going to do a calculation with the field.
  • Calculation =  (Number - AutoPop FLVD NE*)
• Validate and cut live the process
• In the start form we are going type number value: 100
• The auto selected Context Object is the value: 4
  • which we had set up as the only option in the list of the AutoPop FLVD NE*)
• In the WorkItem we can see that the calculated field is 96. Meaning the system has done the calculation 100 - 4 = 96
• So the field has been populated in the system without the user having to input the value 4

How cascades work with Auto Selection

• In this example we are going to set up an Auto Selection for cascades
  • We need to set up a Parent and Child Context Object
• First lets set up the Parent Context Object
  • Click Save & New so we can set up the Child Context Object

• Now lets set up the Child Context Object
  • Choose a Valid Context Object Type
  • Only have one item in the list
  • Select the Parent field: Parent CO
  • Tick the auto select option
• Save & Close

• Add the Context Object to the form
• Validate & Cut Live the Process

See how the Cascade with auto select appears to the end user

• Start the process
• When the form loads, both cascading fields will be automatically selected
  • In this example:
    • Parent CO: EIMS Global
    • Child CO: Bournemouth
  • The cascades auto selected as they were the only item in the list and the fields were set to visible on the form

Other ways you can use auto select for cascades …

• You can also use Auto Selection for cascades where the Parent field is not on the form but the auto selected child is
• For the cascade to work the parent field must be populated in the system before the WorkItem becomes Active.
  • Meaning, in a preceding WorkItem in the process the Parent field has been selected or auto populated in the system
• In this example you will see:
  • The Parent field is set in the Start Form only
  • The Child field is visible in the WorkItem: ‘Standard’
  • The Child field is auto populated in the WorkItem as the Parent field has already been set in the process (in the Start Form)