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Location configuration logic and behavior

You can configure apps with location data using configuration elements at both the company and user level. The user experience with the Location field in all DSI Direct apps differs depending on the relevant combination of Location configuration elements in use.

Logical principles

The configuration elements establish the available location options based on the following logical principles.

These settings apply to all available DSI Direct apps.
If no Location elements are set at the user level, then all valid locations can be selected from the Location drop-down list in any app.
Default Location (Company level): Establishes the value automatically populated in the Location field within the app. This configuration element does not affect which locations can be selected in the dropdown list.
Location, set as Default Value (User level): Establishes the value automatically populated in the Location field within the app for the user. This setting overrides the company level Default Location element. In addition, this configuration element affects which locations can be selected in the dropdown list.
Location (User level): When at least one Location element is set at the user level, the user will only be able to select locations specified by Location (user level) elements. Each Location (user level) element enables one selectable location for the specified user.
If any user-level Location elements are set, and they do not include the location specified at the company level, then the company-level default location does not display in the app. However, if that location is included in the user-level Location elements, then the company-level Default Location does auto-populate in the app's Location field.

Behavior examples

The following combinations of DSI Direct configuration elements result in the following user experiences. For every instance where there is no prepopulated value in the Location field in the app, the text "Select a Location" displays in the app field.

Configuration element setup	Resulting user experience
No location elements set	No prepopulated value in field; full list of locations displays.
Default Location (Company level) set with location A Default Location (User level) is not set Location (User level) is not set	Location A is prepopulated in field; full list of locations displays.
Default Location (Company level) set with location A Default Location (User level) is not set Location (User level) is set with locations B, C	No prepopulated value in field; locations B and C are selectable in list.
Default Location (Company level) set with location A Default Location (User level) is not set Location (User level) is set with locations A, B, C	Location A is prepopulated in field; locations A, B, and C are selectable in list.
Default Location (Company level) set with location A Default Location (User level) set with location B Location (User level) is also set with locations A, B, C	Location B is prepopulated in field; locations A, B, and C are selectable in list.
Default Location (Company level) set with location A Default Location (User level) set with location B Location (User level) is also set with locations B, C	Location B is prepopulated in field; locations B and C are selectable in list.
Default Location (Company level) is not set Default Location (User level) set with location B Location (User level) is also set with locations B, C	Location B is prepopulated in field; locations B and C are selectable in list. (Effectively identical to the previous scenario)
Default Location (Company level) is not set Default Location (User level) is not set Location (User level) is set with locations A, B	No prepopulated value in field; locations A and B are selectable in list.

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Location configuration logic and behavior

Logical principles

Behavior examples