Single Line Fields and Multi Line Fields are “fill in the blank.” Popup Menus are multiple-choice. They’re great for enforcing consistency when you only need a few preset options.
Here’s a video demo showing how they work:
Here’s a great example of a medical Snippet that uses several Popup Menus:
To add a Pop-Up Menu to a Snippet
- Place your cursor in the Snippet Editor where you want to insert the field.
- Click the Fill-In button in the Snippet Editor and select Popup Menu.
- Enter a name for the Popup Menu.
- In the fields below, type in your options. You need at least two.
- Click OK.
Those are the basic steps, but there are many more options.
Using date and time as options
You can click the calendar and clock icons to insert elements of the current date and time.
Adding additional options
Click the + to add an additional option.
Moving and deleting options
Click the ellipsis under each option to reveal a menu that lets you delete or move the option. Click the Move to Position dropdown to select where the option will appear in the list order.
Changing the default selection
Pop-Up Menus always have a default selection. By default, it’s the option in position 1. Click the Selected by Default radio button under an option to set it as the default instead.
