Picker Control

1. Create a view.
2. Drag the control onto the canvas. You can find the control in the Input section of the Toolbox.
3. Add a data source to your control. To do this, configure the Type under the Data Source of the Properties section.
4. Configure the rest of the properties as required.
5. Run the view.

Configuring a Data Source for the Control

When you click on the ellipsis next to Data Source > Type in the control's Properties, the Configure Data Source page opens. You can use a SmartObject and specify on which items to allow searching using the Filter Properties such as city name. You can also filter the data according to another control's value. See the Input Mappings, Filters and Sorting section for more detail.

Fields	Description
SmartObject	The SmartObject that you want to use as the data source. Click the ellipsis next to SmartObject to select one.
Method	The method that you want to use to get data to populate the control. Click the ellipsis next to Method to configure Input Mappings, Filters and Sorting.
Filter Properties	The SmartObject properties on which you want to search when a person types a value or when the resolve method of the control executes. Use this to limit the search to properties that make sense. For example, you may want to exclude properties such as File, Memo, and GUID as the person who uses the picker probably won't have this information.
Identifier	The SmartObject property to use when you save values a person select in the picker. This is the value that you get if you map the control in a rule action such as Transfer Data, or the value that the bound field is set to. This is typically an ID.
Display	The SmartObject property (text) to display at runtime, such as City.
Cache the data	Select this option if you want to cache the SmartObject data to allow for client side filtering when the view is offline. See the Considerations section for information that you need to consider when you use this option.
Filter the data according to another control's value	Select this option if you want to filter the data according to another control's value. Use this for cascading controls where the value you select from a Country control filters a City control.
Parent Control (Country)	Specify the control to use to filter the data. In the example above, where the value you select from a Country control filters a City control, the Country control is the parent control.
Parent Join Property (CountryID of the Country control)	The SmartObject property on the parent (Country) control that is used to filter the data. This property links the parent data to the child data and needs to match the child join property such as using an ID property.
Child Join Property (CountryID of the City control)	The SmartObject property on the current (City) control that is used to filter the data. This property links the parent data to the child data and needs to match the parent join property such as using an ID property.

Input mappings, Filters and Sorting

When you click the ellipsis next to Method on the Configure Data Source page, the Populate Picker List Control with Data page opens. Use this page to specify input properties and filters to pre-filter the list to search.

Filters and Sorting

You can filter and sort the results of the control. It is best to configure a pre-filter to limit the number of items searched, especially when you use offline forms. Keep in mind that the Result Limit property (with a default of 100) also applies to the result set. See the Filters and Sorting topic for more information and items that you might consider.

Resolving rule

When you configure data settings through the Method field of the Configure Data Source page, a resolving rule is created to populate the control using these settings. This ensures that the settings apply each time the control requests data.

Save values as XML or CSV

Depending on your solution requirements and preferences, you can select to save multiple values as XML or a delimited string. If you want to save multiple values as XML, you must enable the Allow Multiple and Save as XML properties under the Details of the Properties section. When you do this, the values are saved in XML format in the database. When you enable the Allow Multiple property and specify a delimiter, the values are saved as a delimited string in the database. In the example below, the Mail_groups__xml_ field shows values saved as XML and the Sales_Regions field shows values saved as semi-colon delimited.

The example below shows how data is saved as XML in the database:

<collection>

<object parentid="57186152-eac8-41c2-8dbd-632f7d1b9279" parenttype="Object">

<fields>

<field name="ID"><value>8</value></field>

<field name="ID"><value>4</value></field>

<field name="ID"><value>1</value></field>

<field name="ID"><value>2</value></field>

<field name="ID"><value>3</value></field>

<field name="ID"><value>5</value></field>

<field name="ID"><value>6</value></field>

<field name="ID"><value>14</value></field>

<field name="ID"><value>9</value></field>

<field name="ID"><value>7</value></field>

</fields>

</object>

</collection>

The example below shows how data is saved as a semi-colon delimited string in the database:
8;4;1;2;3;5;6;14;9;7

Web.config Entries

The code sample below shows entries in the web.config file that you can use to show the number of rows in the search dialog and add a contains filter for when you use rule actions such as Execute a control's Load method or Transfer data. You can change these values according to your business requirements. See the examples below for more information about using these settings.

<add key="SmartObject.RuntimeListViewRowCount" value="false" />

<add key="Forms.Controls.Picker.SetValueUseContains" value="true" />

You can find the web.config files in the following locations:
"%ProgramFiles%\K2\K2 smartforms Designer\web.config"
"%ProgramFiles%\K2\K2 smartforms Runtime\web.config"

• SmartObject.RuntimeListViewRowCount: When you change this setting to true, the total number of rows and an arrow to go to the last page are shown at the bottom of the search dialog. This setting also applies to list views and are added to all list views when you enable it.

  You need to carefully consider changing this setting as it may have a performance impact when using pickers and list views at runtime.

  
  Picker search dialog: SmartObject.RuntimeListViewRowCount value = false
  
  Picker search dialog: SmartObject.RuntimeListViewRowCount value = true
  
  List view: SmartObject.RuntimeListViewRowCount value = false
  
  List view: SmartObject.RuntimeListViewRowCount value = true
  
• Forms.Controls.Picker.SetValueUseContains: Enables a contains operator instead of the default equals operator when K2 builds the filter used to load or reload results based on the identifier property used in rule actions such as Execute a control's Load method or Transfer data. The identifier property is the value that you get if you map the control in a rule action such as Transfer data or the value that the bound field is set to. Add this entry to the appsettings node to use the contains operator in such rule actions.

You can find the control in the Input section of the Toolbox.

The control interacts with other controls through rules. When you bind properties between different controls, you can use the data to populate properties or set values. Use the following examples for when to use the control with other controls through rules:

• Set a control’s properties: You can configure the settable properties of the control with this action
• Show/Hide: The Visible property allows you to show or hide the control through rules
• Enable/Disable: The Enabled property allows you to enable or disable the control through rules
• Data Transfer: You can transfer a delimited list of identifiers from items listed in the context browser to the control
• Specify the edit state of view and form controls: You can specify if controls must be read only or editable
• Set Focus: You can use the Focus control method in the Rule Designer to set focus to the control in runtime
• For Each Looping: You can use the For-Each looping rule conditions on List views and list controls

The following events and methods are available on the control:

Rule Events:

• When [control] is Changed: This event executes when the control is set to a new value that is different from the previous value. You can use this event to trigger actions when the control is changed, for example when the user picker is changed, then populate a text box with the name of the user's manager.
• When [control] is Initializing: While you can see this event in the Rule Designer, it has been deprecated. Instead use the When the View/Form Initialize event.
• When [control] is Populated: This event executes each time the control is populated, including load, resolve, search, and when you type a value that is resolved.
• When [control] is Resolving: When you use this event, the Populate a list control with data (asynchronous) action is automatically added. You can add input properties, parameters and filters that are common for any search (for example a security label) to the action, which applies when the control queries (load, resolve, search, and when you type a value that is resolved) the SmartObject for a value or values. This is useful when you want to query users, for example, in a specific department.
• When [control] is Set: This event executes each time the control is set to any value regardless of if the previous value is the same. You can set the control by using the Transfer data action or Execute a control's Load method action. Use this for updating cascading controls.

Using rules to populate the Picker control:

You can also use a filtered data set to populate the control by using the Populate a list control with data action with an event such as When a button is clicked, or When the View executed Initialize. This is useful to pre-populate a picker with a list of items using filters and parameters.

Control Methods:

• Execute a control's Load method: This method functions the same as the Transfer data action however it always triggers a change event regardless if the value is changed or not. Create this method when you use dependent/cascading drop-downs. A rule containing this method is created for you when you use dependent picker controls.
• Execute a control's Resolve method: Resolves the values as if it is manually entered and builds a query against all the selected filters instead of just on the identifier column.

You can use these methods to set up parameters and filtering over and above the standard picker control behavior.

When and how data requests occur:

• Load: Data is requested when the control's value is set using a transfer data action, output mappings in a SmartObject, view method execution, or the load control method. The picker uses the value transferred through one of these actions to build a filter using the identifier property to load data. When you use the Transfer Data action, these filters (equals to) are applied on the identifier property as configured in the data source of the control and only the values of the identifier property are transferred. See the Web.config entries section for how to change the filter operator to a contains filter.
• Resolve: Data is requested when you manually type a value and click the resolve icon. A contains filter is applied to all the filter properties.
  
• Search: Data is requested when you click the search icon on the search page. A contains filter is applied to all the filter properties. Paging applies based on the Page Size property of the control. See the Web.config entries section for how to show the total number of rows at the bottom of the search dialog.
  

When you use a picker you can search for items using the resolve or search function as shown in the image below.

Using the resolve function

1. Type a character or phrase to search for.
2. Click the resolve icon.
3. Left-click the character or phrase.
4. Select the item from the list.

You can add multiple items, remove an item, and access the search function from this menu.

Using the search function

Follow the steps below to use the search function:

1. Click the search icon. The Search page opens.
2. Type a character or phrase to search for.
3. Click the search icon.
4. Select the item from the list.
5. Click Add one or more times for different results, and then click OK when finished.

You can add multiple items on this page.

• The control is a multi-value list control
• If you want people to select multiple values in the control at runtime, leave the Allow Multiple property of the control enabled, which is on by default.
• If the Allow Multiple option is enabled, and one or more items cannot be resolved, the value of the picker control is blank. If you use rules to transfer values or set another control's properties with the values of the Picker control, it is blank. You can only use the values if every item is resolved.

• The control works best with large sets of data that have an active connection

• You cannot use the control on a column of a List view or Editable List view
• To use the control on an Editable List view, add it to the Add/Edit item. See the List View Column Settings topic to see where to drop a control on an Editable List view.
• Use the Cache the data option only when you have forms configured for offline availability. This loads a list of all possible values into a temporary store and uses this store to search instead of making a server request for each search. You should carefully consider selecting this option if you have large amounts of data since doing so may impact performance.
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