Adding a Selection for User Data

You have chosen to use answers from an Object Variable.  Create a Selection Variable to Select From the User data by adding the variable name of the appropriate Object Variable.  You might use ClientChildren as the variable name.  You will see this Variable in the App when creating a record.

      1. On the Designer tab, under Elements, select your Catalog.
      2. Make sure you are on the Variables tab and Click on Add a new variable.
      3. Select the variable type Selection and then the appropriate radio button.
      4. Name your variable and click Ok.
      5. Update the Question Prompt and any other relevant fields.
      6. In the Select From section choose the radio button for User data and type in the Object variable name.
      7. Click on the Save button to the top right.

Best Practices

Selection variable names should be initial caps for ease of recognition and automated question prompt. (e.g. ClientChildren, SpouseChildren)

Selection variable names are specific to the information being provided. (e.g. OpposingCounsel)

Create question prompts with the reader in mind. (e.g. Select Opposing Counsel)

*Slight variations might appear in visual references as we continually improve Knackly and our documentation.*