Dropdown Setup Paige Freeman May 15, 2023 19:19 Updated You must have access to the Settings.ApplicationSettings security application to access this page. Dropdown types and codes are the valid options that can either be selected by users or populated in code fields by the system. This is useful for data entry, because only valid values that match pre-defined codes can be entered. All dropdown types and codes are visible across all organization units and organizations within the application. The system is delivered with many of the Dropdown types and codes pre-populated. Types, codes, and subcodes that are inactive (the Active toggles are set to No) do not display on their related screens as options. For example, if the “Student” code for the Customer Class type is inactive, then when you create a new customer, “Student” does not display in the Customer Class drop-down. ThreeSixty's dropdown types and codes is actually a three-level code system: Types are defined by subsystem and maintained in the App_Type table. For each type code, one or more code values are defined, which are maintained in the App_Code table Subcodes can be defined for the code values, which are maintained in the App_Subcode table. There are three types of Dropdown codes: Fixed codes – codes that are needed by the system because they govern system behavior. Fixed codes cannot be changed. Application Defined codes – codes that the system may need. Users are allowed to add their own codes. User codes – codes associated with user-defined type codes. Typically, user codes are created in Application Designer for use with user-defined combo box fields. Usually, the name of the type code is the same as the validated field name, without the “_CODE” suffix. For example, the CUSTOMER_CLASS _CODE is a validated code field in the Customer table. The name of the type code associated with valid values that can be selected for that field is “CUSTOMER_CLASS.” Adding Dropdown Types and Codes Before codes can be defined, the type code must exist. The type code definition can impose rules on the codes that will be defined for that type code. To define Dropdown Types and Codes: From the Settings section of the left navigation menu, select Application Settings. From the Application Settings page, select Dropdown Setup from the Application Dropdowns section.The Dropdown Setup page displays, as shown below. Select the + New Dropdown Type hyperlink above the grid..The Add Dropdown Type page displays. Select the Subsystem from the drop-down. Enter the Type name. Enter the type Description. If necessary, enter the Default Code. By default, the Code Length is set to "24". If necessary, change the code length. If necessary, expand the Options panel and enter Options 1-6. The Application Defined and Fixed Codes fields are read-only. By default, the Active toggle is set to Yes. To save and continue adding codes for your Dropdown type, select Save and Add codes. Alternatively, select Save to save your Dropdown type and return to the Dropdown setup page. The Add Dropdown Code page displays, as shown below. Enter the Code. Enter the code Description. If necessary, enter Help Text. If necessary, enter the Default Subcode. If necessary, enter the Display Order. If necessary, expand the Options panel to enter Options 1-6. If necessary, enter User Instructions. By default, the Auto Populate toggle is set to Yes. By default, the Active toggle is set to Yes. If necessary, set the Available to Web toggle to Yes. Click Save. For more information on the fields available during Dropdown Type and Dropdown Code creation, please see the table at the bottom of this topic. Adding Dropdown Subcodes After the Type and Code is defined or selected, Subcode values can be defined, if necessary. These subcodes are used to further classify coded values and are only applicable on screens that use the major/minor code. For example, Contact Tracking or List Demographics. To define subcodes: From the Settings section of the left navigation menu, select Application Settings. From the Application Settings page, select Dropdown Setup from the Application Dropdowns section.The Dropdown Setup page displays. Search for and locate a Dropdown Type from the grid, then select the edit pencil next to the corresponding record in the grid.The Edit Dropdown Type page displays. From the Defined Dropdown Codes grid, select the edit pencil next to the corresponding code for which you wish to add a subcode.The Edit Dropdown Codes page displays. From the Defined Dropdown Subscodes section, select the +New Dropdown Subcode hyperlink above the grid..The Add Dropdown Subcode page displays, as shown below. Enter the Subcode. Enter the Description of the subcode. Enter the Display Order. If necessary, expand the Options panel to enter Option 1-3. If necessary, enter User Instructions. By default, the Active toggle is set to Yes. If necessary, set the Available To Web toggle to Yes. Click Save. For more information on the fields available during Dropdown Type, Dropdown Code, and Dropdown Subcode creation, please see the table below. Screen Element Description Dropdown Types Subsystem Drop-down. The subsystem in which the type code is used. Once a subsystem is selected and the Dropdown type code is saved, this field cannot be changed. Type Text box. The name of the type code. Maximum length is 24. Description Text box. The description of the type code. Default Code Text box. This code is used as a default on the screens that use this type. If you populate this field, the type must be active. Code Length Text box. The maximum number of characters for the codes associated with the new type code. Option 1, 2, 3, 4, 5, 6 Text boxes. Values entered in the option fields are used to perform special functions that vary from applying formatting to a field to automatically populating fields to reduce data entry. Options can always be changed, regardless of whether a code if fixed or not. Values entered in the option fields are stored in the OPTION_1, OPTION_2, etc. columns in the APP_TYPE table. Some, all, or none of the option fields may be used for each Dropdown type and code. Application Defined Read-only. If set to Yes, indicates you can add codes and the type is part of the system. Fixed Codes Read-only. When set to Yes, indicates the Type code is fixed. This means users cannot add or modify the codes for this Type code. When unchecked, users can add their own value codes for the Type code. Active Toggle. When checked, indicates the Type code is active. When unchecked, indicates the Type code is inactive and will not display as an option on its related screen. Status Date Read-only. The date the active status was last updated. Allow Image Upload Read-only. This toggle is automatically set to Yes for all PRODUCT_CLASS and PRODUCT_CATEGORY codes and cannot be changed. When checked, the type code supports images at the App_Code level. These images will be used to categorize products in the online store listing and product detail pages on eBusiness. At this time, images can only be uploaded through the Desktop application. Image Resize Drop-down. Used to identify the optimum image size for the icon to be used on the e-Business online store listing and product detail pages. Values in the drop-down are populated based on the codes defined for the non-fixed APP "IMAGE_RESIZE" Dropdown type. The following codes are delivered with base ThreeSixty: 16x16 32x32 48x48 No Resize When the user uploads an image for a Dropdown code, the system will enforce the image size identified here. For product class and category icons, the recommended size is 16x16, as the eBusiness site will automatically resize the image to that size. At this time, images can only be uploaded through the Desktop application. Dropdown Codes Code Text box. A unique code. Maximum length is 24. Description Text box. The description of the code. Default Subcode Text box. Enter the default Subcode to be used on the screen that uses this Code for populating drop-downs. If you enter a Sub-Primary code, it must exist in the App_Subcode table and it must be active. Display Order Text box. This determines the order of the codes. Option 1, 2, 3, 4, 5, 6 Text boxes. Values entered in the option fields are used to perform special functions that vary from applying formatting to a field to automatically populating fields to reduce data entry. Options can always be changed, regardless of whether a code if fixed or not. For example, for the CUS "COMM_LOCATION" Dropdown type codes, the OPTION_1 column in the APP_CODE table, which is labeled Use for Emergency Contacts on the Dropdown Setup page indicates whether or not the code should be available for selection from the "Phone Type" drop-down on the Emergency Contacts screen. Please note that the option columns will NOT always be labeled something other than "Option". For example, for the CUS "CUSTOMER_STATUS" Dropdown type codes, the Option 2 field identifies whether the code defined for the Dropdown type is an active code, but the field is simply labeled "Option 2". Values entered in the option fields are stored in the OPTION_1, OPTION_2, etc. columns in the APP_CODE table. Some, all, or none of the option fields may be used for each Dropdown type and code. Status Date Read-only. The date the active status was last updated. User Instructions Text box. This optional field allows you to enter any comments that might be helpful to staff. This is used for informational purposes only. Application Level Read-only. When checked, indicates users cannot change the Code, except for the Description field. All Codes will be auto-populated if this is checked. Auto Populate Toggle. This functionality has not been implemented, with the exception of use with the CUS "CONSTITUENT_ROLES" Dropdown type. Active Toggle. When checked, indicates the code is active. When unchecked, indicates the code is inactive and will not display as an option on its related screen. If the code has already been used but it will not be used in the future, you can deactivate it by unchecking this checkbox, rather than deleting it. Available to Web Toggle. When checked, indicates the code is available on the Web. Dropdown Subcodes Subcode Text box. A unique code for the subcode. Description Text box. The description of the subcode. Status Date Read-only. The date the active status was last updated. Display Order Text box. This determines the order of the subcodes. Options 1-3 Text boxes. Values entered in the option fields are used to perform special functions that vary from applying formatting to a field to automatically populating fields to reduce data entry. Options can always be changed, regardless of whether a code if fixed or not. Values entered in the option fields are stored in the OPTION_1, OPTION_2, etc. columns in the APP_SUBCODE table. Some, all, or none of the option fields may be used for each Dropdown type and code. Active Toggle. When checked, indicates the subcode is active. When unchecked, indicates the subcode is inactive and will not display as an option on its related screen. Available To Web Toggle. When checked, indicates the code is available on the Web. User Instructions Text box. This optional field allows you to enter any comments that might be helpful to staff. This is used for informational purposes only.