“Choose One or More” Fields: Data Types, Smart Filtering, and Styling.
📄 “Choose One or More” Fields: Data Types, Styling, and Smart Filtering
“Choose One or More” is one of the most versatile field types in Ontraccr. It lets users select from lists—custom or pre-populated—and supports everything from projects and users to equipment, vendors, and form templates.
This guide walks through how to use, style, and configure this field type for maximum flexibility.
🧩 What is a “Choose One or More” Field?
This field type lets users:
- Pick one or multiple options
- Pull from internal data sources (like users, customers, projects)
- Or define your own list of choices
🛠 How to Add a Choose One or More Field
- In Step 2: Fields, click ➕ Add Field under any section
- Set the Field Type to
Choose One or More - Enter your question in the Title field
- Choose a Data Type (explained below)
📂 Available Data Types
🔸 1. Custom
Create your own list of options manually:
- Type → Enter → Repeat
- Choose the display format:
- Dropdown
- Checkboxes
- Radio buttons
✅ Only Custom lets you control the display style.
🔸 2. Internal Datasets
Auto-pull from existing Ontraccr data:
| Data Type | Description |
|---|---|
| Projects | All active projects |
| Users | All users (filter by role if needed) |
| Customers | Client list |
| Equipment | Your full equipment database (optionally filter by equipment type) |
| Vendors | Vendor database |
| Contacts | From address book; supports smart filtering |
| Cards | Board cards (used in workflows) |
| Buckets | Custom intermediate data layer between customer and project |
| Cost Codes | Pull from job costing structure |
| Form Templates | Select from existing forms |
| Labels | Useful for tagging/categorization |
| SOV Subcontracts | Pull from contract records |
| Form Submissions | (Advanced) used for parent-child form relationships |
🔍 Smart Filtering & Context-Aware Options
Ontraccr supports smart filtering between linked drop downs. For example:
Select “Customer” above → the “Project” field below will only show that customer’s projects
➕ You Can:
- Enable/disable smart filtering
- Pre-fill project drop downs based on:
- Logged-in user’s clocked-in project
- Default project location
🧪 Limit Answers (Optional)
By default, users can pick as many options as they want. To restrict this:
- Uncheck
Leave open - Enter the maximum number of selections allowed
Example:
Limit to 2 selections if asking: “Which two locations did you visit today?”
🧠 Use Cases
| Field Prompt | Data Type | Use Case |
|---|---|---|
| Select project | Projects | Auto-save form to that project |
| Assign to user | Users (filtered by role) | Approval routing or delegation |
| Choose equipment used | Equipment | Attach gear to form record |
| Select issue category | Custom + checkbox style | Standardized issue types |
| Link to parent form | Form Submissions | Child → parent data mapping |
📌 Notes & Best Practices
- When using internal datasets, avoid exposing sensitive info in external forms (see Article 7)
- Use custom display styling to make forms easier to read
- Link drop-downs logically using smart filtering (e.g., Customer → Project)