Single- / Multiselect

When to use? #

When you have multiple values and you want to select only few of them.

How end user see it? #

Dropdown. Can have multi select option.

Types of options #

List options can be created inside variable, or selected from existing lists.

Variable Lists: Created for a speciefic variable, can’t be reused.
Existing Lists: Created on Portal and can be used by many variables. Read more about Custom Lists.

How to create it? #

1. Create a variable:  choose type Single- / Multiselect.
Choose + Create New Selection to create a new list for this variable

2. Add list values: Click on + Add New Item to define each list value

Use key-value items: Check it if your values differ from what end user sees in drop down.
Allow multiple selection: Check it and specify separator if you want to have multi selection. (For example you have weeks days list and want to select Monday and Friday).

3. Connect and Save your variable

Select text in a document (or click in any place).
If selected text has multiple occurrences in a document, it will appear checkbox with text “Connect NNN similar instances in the document”.
Click Connect.
Click Save.

How to use it? #

Select one or multiple options from the dropdown list.
Selected value(-s) will be inserted into the document.

Use Custom List from Portal #

If you have created a Custom List on Portal, you can now use it in your templates.

To do that you can simply choose your list from Selection Type dropdown
Note: you can not chage Custom List values and key-value checkbox from add-in

Advanced – chaining Selection List into another Selection List #

This feature allows you to link two or more selection lists so that the selection made in the first list is automatically populated in the second.

When chaining selection lists, the following binding rules apply:

• Key-to-Key: Links the key of the main list to the key of the minor list.
• Key-to-Value: Links the key of the main list to the value of the minor list.
• Value-to-Value: Links the value of the main list to the value of the minor list.
• Value-to-Key: Links the value of the main list to the key of the minor list.

You can also see preview of the future binding in the Binding creation tab:

When to use? #

Chained selection lists are particularly beneficial when you want to filter or limit the options available in one list based on the user’s selection in another. This functionality helps to prevent invalid combinations, enhancing overall workflow efficiency.

How end user see it? #

The chained lists can be presented as two distinct lists. Alternatively, for a cleaner end-user interface, the minor selection list can be hidden. In this setup, the user will only interact with the main selection list, while the results of their selection will automatically populate the hidden minor list.

Example – Client Type and Terms Selection #

Let’s say you are drafting contracts for different types of clients, each requiring specific terms and conditions. You want to ensure that if a user selects a specific client type, the corresponding terms and conditions are automatically populated in the contract template.

Creation process

1. 1. Create Two Selection Lists:List 1 – Client Types:

   

   With the following keys:

   -key: “Individual Client”
   -key: “Corporate Client”
   -key: “Nonprofit Organization”

   

   List 2 – Terms and Conditions:

   

   With the following key-values:

   -key: “Individual Client” – value: “Standard terms for individual clients apply.”
   -key: “Corporate Client” – value:  “Corporate terms and conditions with additional clauses.”
   -key: “Nonprofit Organization” – value:  “Special terms for nonprofit organizations.”

   

2. Connect variables: As shown in previous example
3. 
4. Chain Lists by Key-to-Key Rule
   1. Click on the second selection list (Terms and Conditions) to open variable edit mode.
   2. Click on ‘Binding‘
   3. Select Client Types as the main variable
   4. Choose the key-to-key binding rule
   5. Press ‘Save‘
      

   Optional: You can check ‘Hide selection in Template Filler View’. This hides the Terms and Conditions dropdown, so the end user will only see the Client Types dropdown.

5. Create a document
   1. Select a specific client type from the Client Types dropdown.
   2. Click ‘Generate document‘.
   3. 

Behavior:

When “Corporate Client” is selected in the Client Type list, the Terms and Conditions list will automatically select “Corporate Client” as the key, displaying “Corporate terms and conditions with additional clauses.” This ensures that the correct terms are applied based on the selected client type.