Multi Select Field
Updated
The article outlines the steps to create a Multi Select Field in Entity Studio. This is a field type that allows you to add
a field type where you can select more than one option at a time. For example, adding multiple tags to your form.
Creating a Multi Select Field in Entity Studio
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
On the left navigation pane, click Fields and Relationships.
Click the Create Field page in the top right corner of the Record Manager. The Create Field Page appears.
Select Multi Select from the Field type drop-down.
The following are the fields that needs to be filled in the Create Field page.
Fields | Description |
Field Type | Choose Multi-Select field type where you can select multiple options from the drop-down list. |
Name | Provide a suitable name such as “Product Categories” |
API Reference ID | API Reference ID is a unique identifier used to reference fields and objects when interacting with the Sprinklr platform via APIs. For example, you can provide API reference ID as pricing_type. |
Help Text | Help text appears as a tooltip or is shown below the field, depending on the configuration. It offers quick hints without cluttering the UI. For example, you can write, “Select a pricing type from the list.” |
Placeholder | This text will be shown in the field in its empty state. For example, the placeholder field name will automatically be fetched such as “Select product categories”. |
Options | You can add multiple options to choose from and provide a desirable option name. With that, you can assign a different color to each option. You can also add unique icons next to each option to make it visually appealing. You can reorder the options as needed. |
Define Visibility Conditions for Field Values | For more information, refer to Define Visibility Conditions for Field Values. |
Controlling Fields | For more information, refer to Controlling Fields. |
Controlling Field Values | For more information, refer to Controlling Field Values. |
Default Value | You can choose the desired default values from the dropdown in case no input has been provided by the user in the field. |
Mandatory Field | When mandatory field is enabled, new record creation will fail if there is no input in the current field. If the default value is set, the error will not be triggered. |
Enable Sorting | Allows sorting the records in Record Manager based on the selected option in this field. |
Enable Searching | Allows searching for records based on the values in this field. |
Do not allow Duplicate Values | Disallows duplicate values in the Single-Select field. If a user tries to enter the same value twice, the system will trigger an error and will not accept the duplicate value. |
Enable Cloning | Allows the field value to be copied when a record is cloned. This is useful in scenarios where new records are often created based on existing ones, such as tickets, orders, or configurations. |
Define Visibility Conditions for field values
This governs which field values will be available for selection based on conditions. For example, options in the Pricing Types field could depend on the value chosen in another controlling field.
Basic Tab
Choose the controlling field value from the dropdown based on which the custom field values will be displayed in the Record Form.
For example, if you select Product 1 as the controlling field value, you can choose the following custom field values for Product 1: Product 1 Price. Similarly, for Product 2, you can select Product 2 Price.
Advanced Tab
In case where, the field's value is dependent upon two or more field values, then you use the advanced tab.
Click on Advanced Tab, and click on Add Visibility Condition. The Visibility Condition window appears.
Here, you can add multiple conditions based on which the custom field values will be reflected.
Once you add the controlling fields, click on the Apply icon in the bottom right.
Click on the Save icon in the bottom right corner once you input the field details.