Name

Enter the name of the field.  This is the name that will be displayed when selecting the field in other configurations.  This will not be displayed in the workflow.

Code

A unique identifier code will be generated on saving the field.  This code will be used to identify the field for functions and placeholders.

External Code

A custom code can be assigned to identify the field when integrating with external systems.

Control Type

Select Combo Box.  Additional fields become available in the panel.

Option Lists

This field is not used for this configuration.

Size

Select the width of the combo box field.  This only affects the width of the basic field, while the dropdown section will be sized according to the number of columns being displayed.

Height

This field is not used for this configuration.

Data Source

Select the configured data source for this lookup.

Search Mode

Select how the lookup is initiated.

•    Automatic

The user can enter text in the field, and the system will automatically perform the lookup and display results that match the entered text.  The system will refresh the lookup as the user enters more text, further refining the results.

This option is best used for searching smaller amounts of data.  Larger data sources can take longer to respond to the user input.

This option can also be used for cascading combo boxes.  When a selection is made in one combo box, a value is output to a second combo box as a search value.  If the second combo box is set to Automatic, and there is only one matching record, it will be selected without requiring user input.  If there is more than one matching record, the user will still need to manually select one of the records.

•    Manual

The search text can be entered into the field, either by the user or as the output from another combo box, then the user must click on a search icon next to the field to initiate the search.

This option should be used for large data sources, for web service sources that may incur charges for each search, or if cascading combo boxes are configured to output to fields used as filters in the same series of lookups.

Changing a filter field or deleting the search text will clear the selected record from the field, but will not change the results available in the drop-down list.  The user must click the search icon again to refresh the results.

Minimum Filter Length

This field becomes available when Automatic has been selected as the Search Mode.  Enter the minimum number of characters that must be entered before the lookup initiates.

This option can also be used for large data sources instead of the manual search option.  If entering a certain number of characters before searching will significantly narrow down the results, this will reduce the response times.

Note that the combo box field does not indicate the minimum number of characters, so it may be useful to provide instructions for the user in the label, help text, or a nearby label field.

Line of Business

The field can be associated to a specific Line of Business to group workflow components with similar purpose.  Most fields where workflow components are selected will only show components associated to the same line of business as the current component, or those set to All.

System Library

This option is not used for this configuration.

Correlated

This option is not used for this configuration.

Parent Field

This field is not used for this configuration.

Label Text

Enter the label for the field.

Help Text

If help text is provided, a help icon  is displayed to the right of the field label.  Hovering the pointer over this icon displays a small window with the help text.  This text can provide instructions on what should be selected, or how many characters should be entered to initiate a search.

Required

Check this box if a selection must be made before the user can progress in the workflow.  The selection can be made by the user, or automatically selected by another combo box in a cascade structure.  Note that if the field is Hidden or Read-Only, this setting will not be enforced.  This setting can be conditionally changed using field override settings in the panel configuration.

Read-Only

Check this box if the field should display its current value without allowing the user to change it.  A read-only field can still be changed by another combo box in a cascade structure, and can still output to other fields.  This setting can be conditionally changed using field override settings in the panel configuration.

Hidden

Check this box to hide the field in the workflow.  This setting can be conditionally changed using field override settings in the panel configuration.

Note that hiding a combo box using this option will render it inoperable, and it will not be available to receive output from another combo box or send output to any fields.  Use the Responsive Disclosure feature to hide the combo box while keeping it functional.

Rate Driver

This option is not used for this configuration.

Available for Triggers

Check this box if the combo box should be available for the evaluation of triggers.  Note that the Key values configured in the Data Source Configuration are the values that should be used in the trigger conditions.

Available for Reports

Check this box if the combo box should be available for reports.

Calculated

This option is not used for this configuration.

Always Calculate

This option is not used for this configuration.

Calculated Field Formula

This field is not used for this configuration.

Default

This field is not used for this configuration.

Maximum Length

This field is not used for this configuration.

Rounding Precision

This field is not used for this configuration.

Scale

This field is not used for this configuration.