Adding Set Values List Selection Actions

The Set Values List Selection action enables you to specify one or more values for a values list field based on the state of the record. This action changes the default value in the field. The end user can override this value, if needed.

For example, if you have a Review Status values list field with the options Awaiting Review, Approved, and Rejected, you can create a Set Values List Selection action to automatically set the value in the field to Awaiting Review when the Submission Status field is changed to Submitted.

If multiple Set Values List Selection actions linked to the same rule affect the same values list field, they have a cumulative effect. For example, if one action sets the value to Red and a subsequent action in the same rule sets the value to Blue, the final value is Red and Blue.

Important: You can only select a values list field and cannot select a calculated values list field.

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Guidelines for using this action

  • This action replaces any current value selected in a field.
  • This action can set No Selection as a value. If you select No Selection, you cannot select other values for the action.
  • A calculated field cannot be the target of this action. If a Set Values List Selection action is specified, and the target values list field is changed later to a calculated field, the Set Values List Selection action is deleted.
  • Cumulatively, all of the actions tied to a single rule cannot be set to less than the minimum selections specified for the field. If a rule has a single Set Values List Selection action linked to it that sets 1 field value, but the Minimum Selections setting of the field is specified as 2, the rule cannot be saved. The existing Set Values List Selection action must be modified to set a second value, or a second Set Values List Selection action that sets an additional value must be linked to the rule.

    Note: Changing the Minimum Selections and Maximum Selections fields after a rule is defined does affect the validity of the Set Values List Selection action. These fields can be changed and then saved without appearing to be in conflict with the action values specified. You must make certain that all action values match the defined parameters of the rule.

  • If a values list field that is the target of a Set Values List Selection action is deleted, the action is also deleted.
  • If a value lists value is selected in a Set Values List Selection action and is deleted, that value is removed from the action. If that value is the only value selected in the action, the field is also deleted from the Set Values List Selection action.

See Conflict Resolution for DDE Actions for information about remediating ACL conflicts.

Add a set values list selection action

  1. In your application or questionnaire, select your layout.
  2. Click the Designer tab, and then click the Actions tab.
  3. In the General Information section, select the action type and enter a name.
  4. In the Values List Selection section, from the Field list, select the values list field that you want the action to set.
  5. In the Selected Values field, click to select the value or values that you want displayed for selection.

    Note: If you select No Selection, you cannot select other values for the action.

  6. In the Associated Rules section, click to select, create, or copy a rule.
  7. Click to save your changes.