Using Shine Forms

Drop-down lists

You can view the dropdown lists in Shine Forms by clicking Dropdown List Manager from the Home Screen.

The dropdown list manager in Shine Forms

Adding and removing dropdown list items

There are two section in the dropdown list manager. You can adjust the items in the first section, User Defined Lookups.

To add an item to a list, click Add in the ribbon and enter the value you want add.

The Shine Forms ribbon showing the button that adds a value to a dropdown list

After you have added the item, you can move it to the position in the list using the Move Up and Move Down buttons.

The Shine Forms ribbon showing the button that adds moves value down in a dropdown list

To remove an item, select it and click Delete in the ribbon.

Note

After you finish adding the values, you need to close and re-open Shine Forms to see the new values in your certificates.

The restart to view changes dialog

Resetting dropdown lists

You can reset all your changes to the dropdown lists by opening Shine Forms Options and clicking Reset Lookups in the General section.

The button in Shine Forms settings that resets the dropdown list values

Entering values directly

Some values let you enter text directly as well as selecting from a list, such as installation extent, overall installation condition, and report purpose values directly in EICRs. Those fields have an icon to the left and some text to say so when they are empty:

A section of the app showing fields that have a dropdown list as well as allowing values to be entered

If you want to enter a value that isn’t in the dropdown list manager, just type the value and press ENTER or TAB to save the value.

A dropdown list showing a value that was loaded from the cert

When you enter a value directly, it appears in the selection list for the form you are working on until you close and re-open the cert. If you want it to appear in other forms, you’ll need to enter it into the Dropdown List Manager as above.