Popup tab - Edit Cell dialog

Use this command to create a popup list box from which the user can select in the Form Mode (with or without editing enabled). A popup cell can be a Numeric, Alphanumeric, or Date cell to select the Popup Cell Attribute. The cell does not have to be set to input for the user to make a selection off of the popup list, however if the user wants to deviate from the list, the cell must be an input cell.

Note: We recommend to not use the Hide/Skip Blank option for blank popup cells because in form mode blank popup cells are given a width so that the user can click on the cell. However, blank popup cells in print preview or when printed are given no width and therefore do not use up any space.

Popup Types

Select whether the information used to create the popup is to be entered in the Edit Cell dialog, or taken from an existing Working Papers database.

  • Manual: Create a popup cell based on information you create in the dialog.
  • Database: Create a popup cell using information in Working Papers databases. In order to use this command, you must create a browse definition file. You can access this on the Tools tab, click Browses.

Manual popup

Use this command to create a popup list box from which the user can select in the Form Mode (with or without editing enabled). In order to display alphanumeric characters within the cell, the cell must be designated as Alphanumeric. In addition, in order for the user to enter items to the popup list, the popup cell must be designated as input. Click the General tab to specify the Cell Type and to select Input Cell.

Note: In Form Mode, existing pop-ups can be quickly accessed by pressing Alt+down arrow.

Option Description

Take display contents from

Controls the appearance of the cell contents in the document.

  • Popup list item: Displays the cell contents equivalent to the option the user selects.
  • Alternate content: If you want the cell to display the value of an expression assigned to the Popup list item, click Alternate content.

Make cell value equal to

Specifies what the calculated value of the cell is. This value appears on the Equation bar when the item is selected and is used when referencing the cell value in calculations throughout the document.

  • Popup list item: Makes the calculated value of the cell equivalent to the option the user selects.
  • Alternate content: Makes the calculated value of the cell equivalent to the alternate content assigned to the item the user selects.
Show __ lines

Specifies how how many lines of the popup list display in Form Mode. You can set the list to display from two to 30 items, inclusive. The list length will adjust automatically if fewer popup items are available.

Manual input text must match a popup list item

Prevents input of values other than those presented in the list, and forces users to pick from the popup list.

Show blank items in list

Hides items in the list that are blank. This can be useful when having a popup list that includes calculations that may give a variable result, for example iif((0,"","Item 1"). In this case the item would not display when its value was 0. When the value is 0, the item cannot be selected. In addition, the user cannot type in the value of the item selected into an input cell to allow it to be selected.

Show check boxes

Displays check boxes next to each item in the popup list. By default, all boxes display unchecked.

Items

Represents the options available to the user in the Form Mode (with or without editing enabled). The first option in the item box will be the default cell content until the user selects another item. To rearrange items in the list box, click on an item, and then select the button you want to move the item higher or lower in the list.

  • Up: Moves an item up one position in the list.
  • Down: Moves an item down one position in the list.
  • Add: Creates a new item.
  • Delete: Deletes an item.

Popup list item

Enter an item label that will be displayed in the list box as an option for the user to select. Alphanumeric values must be placed in quotations or an error will result when selecting the option. Click the icon to the right of the field to access the Calculation Editor dialog to create the item. For date cells, the dates display based on the format set in the Date settings.

Note: If the text length of the list item exceeds the width of the popup cell, the text will automatically wrap.

Alternate content

Assigns a value to an item based on expression entered in the Alternate content box. If no value is assigned to the item, the default value is null. Click on the icon to the right of the field to access the Calculation Editor dialog to create the item.

Index

Specify a numeric index value for each item, up to 4 characters in length. The index value must be unique and should not be reused, even if an index item has been deleted.

This index value may be saved in a database or stored during a template update. Whenever a popup cell loads its selection from a database or during template update, it will attempt to find the items with matching index values first.

This is useful when items are inserted or deleted and when the displayed value has to change but the underlying logic cannot change. Additionally, the index is useful when performing knowledge library updates or a comparison and revision of CaseView documents. For example, the index makes it easier to identify additions or deletions to the items in a popup cell.

Default Item

Designates the displayed list item as the default value for the popup. Designating a default value avoids the problem of having blank pop-up cells.

The default item will appear in bold text in the popup list. Additionally, this will be the default value of the cell in Form Mode. If the cell is overridden, removing the override will reset the cell to that value. A popup list does not have to have a default item set, but designating a default value avoids the problem of having blank pop-up cells in the document.

Roll Forward Default

Designates the displayed list item as the default value for the popup cell after a roll forward.

Checked Specify whether to check the check box for the displayed list item. Note that you must first enable the Show check boxes option for the popup list.

Database popup

Use this command to create a popup list box from which the user can select in the Form Mode (with or without editing enabled). In order to display alphanumeric characters within the cell, the cell must be designated as Alphanumeric. In addition, in order for the user to select items from the popup list, the popup cell must be designated as input. Click the General tab to specify the Cell Type and to select Popup Cell.

Notes:

  • In Form Mode, existing pop-ups can be quickly accessed by pressing Alt+down arrow.
  • When using a reference in a popup cell, any optional hyphen characters in the text will be stripped out before displaying.
Option Description
Static Choice

Select this radio button to make the browse popup available at all times. Then select the browse configuration.

  • Choose a Browse Configuration: Select to pick an existing browse configuration from the pull down list.
Dynamic Choice

To make the browse popup available only under given conditions, select this radio button and enter an expression in the entry box.

  • Enter an expression that will evaluate to a Browse Name: Enter a condition calculation that when met will pop up a Working Papers/Time browse list in the cell.
Edit Browses

To modify the Working Papers/Time browse lists available from the popup cell, click Edit Browses.

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