CRM Picklist

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

The CRM Field drop down list allows you to change what options will appear in a particular widget. For example, in a CRM Picklist, a CRM Field of Marital Status would contain the options: Single, married, divorced, and widowed. The CRM Fields available are dependant upon which CRM Entity has been chosen. Please note that some selections have a grey backdrop. This means that the CRM Field is a read-only field. Upon selection, the Read-Only checkbox will be automatically selected.

When the Render Mode of a picklist is set to a radio button list, the Hide Labels property will allow you to choose whether the labels of the radio button items are hidden or not.

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

The Read Only checkbox will not allow the user to interact with the widget when checked.

The Make Required checkbox will not allow a user to successfully submit the form until there is data within it. Upon selecting the checkbox you will be prompted to enter an error message for invalid input.

When the Render Mode of a picklist is set to a radio button list, the Repeat Layout property is used to determine how a list of radio buttons will be formatted. Applicable options include Table, which will render all of the radio buttons in a table and Flow which will render all of the radio buttons in a single span element

When the Render Mode for a picklist is set to a radio button list, the Repeat Direction property is used to determine how the list will display. Options include Horizontal and Vertical.

The Sorting Field property allows you to choose how the options in a CRM Picklist are sorted. Applicable options include: None, Description, Label (Display Value), and Value. Selecting any option other than none will give you the choice of sorting the items in descending order.