The Advanced Editor can be accessed in the Element details of a single Multiple Option or Dropdown element, indicated in the image below:

Please note: if the element is connected to the dataset, you must make your changes to the element in the dataset first, then import your new field onto your template to see the updates.

You can alter the Value of a selection in the Advanced Editor. The client will only ever see the 'Label', so the Value can be edited to be a numerical value in order to better trigger conditional visibility or to be used in a calculated element, like our pre-built Risk Tolerance Questionnaire in our Form Library:

Please note: A value of '0' will be considered 'nothing' by the system and therefore should not be used as a value to trigger conditional visibility, as the selection will not appear when printed or saved to PDF.

If your element has several options, it might help to create groups within the Dropdown / Multiple Option. The listed options can be broken up into the listed 'Children', as well as 'Client and Co-Client', as pictured below.

Adding a new group here will create a new grouping for additional options. Adding a new item will add another option to the existing group in the element.

This area can also be used to set up Dynamic options.

All options listed in the same dropdown, but now grouped.

Dynamic options in PreciseFP allow the form to pull options previously entered in the PreciseFP profile into a Dropdown or Multiple Option element.

A good use for this would be to select a Beneficiary for a Retirement account, as the Client, CoClient, Children, and Other Family Members can all be listed in one dropdown, but sectioned for efficiency.

'Load Items From' will be the Group / Page of the profile from which we are pulling our information. 'Labels use the value of' is what each item will be referred to as on the form. For people, First Name or Name is a good option.

If you don't see any options available for the "load items from" dropdown, it is because there are no groups with add more button available in your template.

Keywords: Advanced Editor, Numerical, Edit Values, Labels and Values, Conditional Visibility, Calculated Elements