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 Use Case: 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

  • Select Lookup - The lookup field to display, and a multi-select list of that lookup field's values. NB: At least one value in the list must be selected.
  • 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.
  • Show "Please Select" Null Option (does not apply to multi-select lookup fields) (not shown above; new as of 2022-05-20)
  • 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.
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