Home‎ > ‎Site Admins‎ > ‎Blocks‎ > ‎

Generic Lookup Selector Block

This block allows you to display a lookup field on a form, but limit the values that would otherwise be available.

Example: During an intake, you could do branch logic on the Intake Program field. If the user selected "Family" for program, that could display a branch logic form with this block on it, configured to only allow specific Legal Problem Codes to be selected, instead of all active Legal Problem Codes.

In this screenshot, the block is configured to only display 3 legal problem codes:



Configuration Options:

The lookup field to display, and a multi-select list of that lookup field's values.

Label - optional text to display instead of the selected lookup field name (option not shown above).

Default Value

Required - Should the field be required on the form.

Allow multiple selections - Only applicable to lookup fields that are multi-select in the database.

Default overrides current value - Should the default value selected replace any previously selected value.

Force replacement of disallowed option - If the lookup field already has a value, but that value is not one of the allowed ones, the form will indicate that and offer the user the option to change the selection. If this option is Yes, the user will be forced to changed the existing value to one of the allowed ones. For example, if "34 Name Change" had been previously selected, in the configuration shown above, that value would be still be allowed even though it is not in the list of allowed values. But if this option was configured as "Yes", the user would be forced to pick one of the allowed values.

Notes:

* There is currently no option to choose "Please select" for no default value. (Ref: 86633)

* The block will display "N/A" for the initial value of the field instead of the Default Value selected. (Ref: 87679)