Value Lists
Dropdown fields have two features for 3.58+ Helium Performance eForms that allow you greater flexibility to set values and the order in which they appear in the dropdown without the need for code.
The first feature is the ability to configure, without code, a custom sort order for delivered PeopleSoft Translate Values. The second feature is the ability to create your own values to appear in the dropdown without using translate values or code. We call them Value Lists.
The setup for both features can also be done within Field Details in Form Setup. The Value Lists page described below looks and functions much the same as entering through Field Details.
Setup and Use
The Value Lists setup page allows you to add new a Value Lists, edit an existing list, or customize the sort order of fields with PeopleSoft Translate Values.
Navigation Manage GT eForms 3.x > GT Functional Setup > eForm Parts Gallery > Value Lists
Search Page
Find an Existing Value
| Field | Value/Use |
|---|---|
| Value List Type | Indicates the source of the list type. Options include: Long = PeopleSoft Long Translate Value Short = PeopleSoft Short Translate Value Value List = GT Value List |
| Field Name | Displays the field name of any value list already created or any fields that exist on a Form Type that have a PeopleSoft Translate Value configured. |
Add a New Value
| Field | Value/Use |
|---|---|
| Value List Type | Indicates the source of the list type. Options include: Translate Long = PeopleSoft Long Translate Value Translate Short = PeopleSoft Short Translate Value Value List = GT Value List |
| Field Name | Select the field name that you would like to either add custom values to or a field that has PeopleSoft translate values configured that you would like to customize the order on. Note: When adding a new Translate Long or Translate Short value, only fields that have PeopleSoft Translate Values configured will appear in the lookup. When adding a new Value List, all PeopleSoft fields will be available. |
Long or Short Option
| Field | Value/Use |
|---|---|
| Reset Order (Alphabetical) (button) | Click the button to return the order to alphabetical based on the Long Name / Short Name / Description. |
| Delete Custom Order (button) | Click the button to delete this field’s customization from the Value List table and return to the search page. |
| Up Arrow (button) | Moves the grid row up. Used to manually sort the fields in the order a user wants them to appear in the eForm dropdown. |
| Down Arrow (button) | Moves the grid row down. Used to manually sort the fields in the order a user wants them to appear in the eForm dropdown. |
| Value List Type | This is the value list type, either Long or Short |
| Field Value | This is the code value (up to four characters) for the field that is stored in the form data. |
| Long Name | Long Name in the Translate Value that appears in the eForm dropdown. |
| Not Pictured Short Name | Short Name in the Translate Value that appears in the eForm dropdown |
Value List Option
| Field | Value/Use |
|---|---|
| Reset Order (Alphabetical) (button) | Click the button to return the order to alphabetical based on the Long Name / Short Name / Description. |
| Load Long Translate Values (button) | Loads the Values and Long Names from the Translate Value into the grid Note: This button is only visible if the field has long translate values configured |
| Load Short Translate Values (button) | Loads the Values and Short Names from the Translate Value into the grid. Note: This button is only visible if the field has short translate values configured |
| Up Arrow (button) | Moves the grid row up. Used to manually sort the fields in the order a user wants them to appear in the eForm dropdown. |
| Down Arrow (button) | Moves the grid row down. Used to manually sort the fields in the order a user wants them to appear in the eForm dropdown. |
| Value List Type | This is the value list type of Value List |
| Field Value | This is the code value (up to four characters) for the field that is stored in the form data. |
| Description | Description of the Field Value that appears in the eForm dropdown. Limited to 30 characters |
| Add (button) | Adds a row to the grid. |
| Delete (button) | Deletes a row from the grid. Existing eForms where the deleted value was used will no longer display when viewing the eForm. The Field Value will still be in the Form Data for the eForm. |
Considerations for Using Value Lists
These features are set at the field level regardless of segment or form type. Changing the order of the PeopleSoft Translate Values or adding/changing Value Lists will apply those changes to all eForms where that field is configured. If you need the same list of values to appear in a different order from one form type to another, you must use a different field on each form type. To create/edit custom Value Lists from the Form Setup menu, navigate to Manage GT eForms 3.x > Form Setup > Pages Tab > Segment Configuration > Field Details.
Also, there are two things to consider when choosing between the Translate Value and Value List options for a Dropdown Source.
- Value list configuration migrates with GT Form Transporter, but PeopleSoft’s Translate Values do not and will need to be migrated by a developer or manually added to each environment.
- PeopleSoft Translate Values have an effective date option to deactivate a value instead of deleting the value. GT’s Value Lists do not have an effective date option and deleting a value will cause an issue viewing historical forms where that deleted value was selected.