A dropdown control (also knows as a dropdown menu or picklist) is a field containing set options that your donors can choose from. A dropdown is a great way to capture information from your supporters as it makes it easier for them to simply select a value rather than having to enter text. It also increases data accuracy since the options defined in a dropdown are controlled and less likely for supporters to enter incorrect information.
This article will cover the following:
Adding a Dropdown Control
To add a dropdown control, simply drag it from the Controls Panel over to your desired area on the form.
Changing the Label
The next thing you may want to do is to change the label for the dropdown. A more descriptive label helps donors better understand that type of information they are expected to provide.
In our example, we've just added a new dropdown menu to the form. Now, let's change the label from "New Dropdown" to "How did you hear about us?"
Click on the form field to select it. You'll know you've successfully selected the field because it will be highlighted in yellow.
Next, in the Properties Panel on the right, enter the label text you would like to display for the field. You can also specify the label position.
Assigning a Data List
When adding a dropdown, you would need to specify a data list to be used.
A Data List contains the values that are going to be displayed as options within your picklist or toggle button group. For example, if you would like a dropdown menu containing a list of shirt sizes, then you would create a Data List containing the shirt sizes you would like to display as options (small, medium, large, etc.).
Please click here to learn how to create Data Lists. Once you've created a Data List, you can now use it on any of your organization's forms.
Going back to our example, we've added a new dropdown menu to our form and have also re-labeled the field. Now, we need to assign a Data List.
Again, click on the Form Field to select it. Then, from the Properties Panel on the right, click on the Search Icon beside Data List.
Click on Assign beside the Data List you would like to use for your form field.
You can always edit the Data List to add or remove any values you may not need. Click here to learn more about editing a Data List.
Setting a Default Value
A default value for a Data List is the value that is automatically selected when the form is loaded. For example, if you have a list of countries and most of your supporters are located in Canada, you can set the default value of a country dropdown to "Canada". This means that when donors go to your form, the country is already pre-populated with "Canada" but they can still choose a different value if the default is not relevant to them.
In our example above, we added a new dropdown menu to the form, changed the label and also assigned a Data List. Now, let's set a default value for the dropdown menu.
Click on the field to select it first. Then from the Properties Panel on the right, choose a default value.
Setting a default value for a data list is beneficial in that it decreases the amount of steps donors have to go through when providing information on the form and it encourages a donor to provide the correct information if the default value is not relevant.
Mapping the Field to Salesforce
A mapping defines which Salesforce object and what field(s) on those objects are populated with the information from the form.
Our stock form templates include not only the most common form fields in them but also include the default mappings needed by Causeview's donation data model. This ensures that when a donation is submitted through the form, we are capturing not only what the payment gateway requires to process a payment, but that we are creating the objects in Salesforce with all of the necessary fields for Causeview to function properly.
When you add new form fields, you would also need to specify the mapping.
In our example above, we've added a new dropdown menu, changed the label, assigned a Data List and also set a default value. The next step would be to map the field.
First, click on the field to select it. Then from the Properties Panel on the right, click on the Search Icon beside Mapping.
A mapping configuration window will display on the screen. First, select the object in Salesforce where the field you would like to map to resides. After you select the object, a second picklist will appear, containing the list of fields within that object.
If the object or field you would like to map to is not showing up as an option, click on the Pull Metadata button. This will pull all the objects and fields from your Salesforce instance.
Using our example, we are going to map the "How did you hear about us?" field on the form to the "Source" field on the Individual (Contact) object in Salesforce.
Once you've selected both the object and field, click on Save Mapping.
All fields must be mapped in order for form submissions to work. Form Designer will display a warning message at the top right corner if there are any fields missing mapping information and it will also highlight the form field in red.
You can always change the mapping information for your form fields.
Once you are finished configuring your dropdown menu, you need to save your changes by clicking on Save on top of the form.
To publish you form, go to Form and click on Publish Form.
Impact Designer makes it easy for you to add and customize dropdown menus. Since dropdown menus make use of Data Lists, it is even easier to keep your picklists relevant and up-to-date.