Creating a Checkbox Custom Field

  • Updated
  1. Go to Events > Module Settings.
  2. Go to Custom Fields.
  3. Click on the New + icon.

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In the Create New Field window:

  1. In the Field label, give the Custom Field a Name.
  2. In the Field Type dropdown select Checkbox.
  3. Create the first Checklist value:
    • Introduce a Label. The label is what will be visible for users to select
    • If you wish to introduce a Value, turn the Configure custom value switch ON. Otherwise, leave it turned OFF, this is the default setting
  4. Click on the + icon to add another value.
  5. Introduce the next value:
    • Introduce a Label.
    • Introduce a Value if necessary.
    • Repeat steps 4 to 5 to add as many values as needed.
  6. If you need to remove a value click on the - icon
  7. Turn the Mandatory switch ON if you would like the field to be mandatory. Otherwise, leave it turned OFF, this is the default setting.
  8. Save. If you would like to create more Custom Fields click on Save & New.

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  Relevant for: Administrators / Managers.
  Please note:
  • When using the Custom Field Checkboxes, Users will be able to select more than one option.
  • Custom Fields are currently only available for the Document Control, Events, QPD, Record Management, and Competences Modules.

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