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Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

Multiselect Checkbox Fields

How Administrators add fields allowing users to select multiple options from a predefined list, displayed as checkboxes or buttons.

The Multiselect Checkbox tool creates a field where users can choose one or more options from a list defined by the Administrator. This enhances data integrity by limiting free text input. Options can be displayed as checkboxes or buttons, set to mandatory, and include field help.

Steps to Add a Multiselect Checkbox/Button Field

  1. Open the form in the Form Editor.

  2. Drag the 'Multiselect Checkbox' button to the desired location.

  3. Enter the 'Name' (label) for the field.

  4. Enter the 'Button Caption' (this text appears near the options).

  5. Optionally, 'Add Field help'.

  6. Set 'Mandatory' to Yes or No.

  7. Select the 'Display Option': 'Checkboxes' or 'Buttons'.

  8. Under 'Options', click 'Add' to define each choice.

    • For Checkboxes: Enter the option 'Name', an 'Abbreviation' (optional), and select if it should be checked by 'Default'. Click 'Ok'.

    • For Buttons: Enter the button 'Name', an 'Abbreviation' (optional), select a 'Colour', and select if it should be the 'Default'. Click 'Ok'.

  9. Repeat step 8 for all required options.

  10. Use the Up/Down arrows to reorder options, 'Remove' to delete an option, or 'Edit' to modify an existing option.

  11. Select 'Ok' on the main configuration window.

  12. Select 'Save' at the bottom of the Form Definition page.

Version: 1

Label Fields

How Administrators add non-interactive label text to forms for providing information or defining subsections.

Select Fields (Dropdown)

How Administrators add dropdown list fields allowing users to select a single option from a predefined list.

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Steps to Add a Multiselect Checkbox/Button Field