Existing entity and autocomplete

Existing entity and Autocomplete

In a Form Builder session you may want to select a record from a list.

Here is an example.

You organize an event and you want to assign an activity to a volunteer, for example, “entrance checking”, “catering”. You have a list of volunteers (they are in the database), and you want to select one volunteer, but only if this volunteer meets a set of conditions (availability, age, gender, …).

In the dropdown, you also want to have the name (last name, first name) and for example two informative fields (street and city). These bits of data will make your choice among the available options easier.

First you will have to create the list as a search and you will create a specific display with “autocomplete”.

The first field is the searchable field (in thia case, the contact) and the other fields appear as informative fields. There will be an ascending sort. It is possible to rewrite the fields.

In Form Builder, you should include in your form the field “existing contact”, and set this field as Autocomplete.

After having selected the search option, you can select the autocomplete you want to use.

The field will be required, and auto-open (that is, when you click in the field, the dropdown appears).

The permission is usually form-based.

If you have defined an ACL that limits the capabliity of viewing a specific list of contacts, then you should select user-based.

The form will appear as follows; with a list of the contacts according to the specified conditions, including the data elements, street and city.