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Creating a Checkbox Field

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  1. Go to Records > Fields.
  2. Click on the New + icon.

Creating_a_Field.png

In the Create New Field window:

  1. In the Field label, give the 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, please do so in the relevant field.
  4. Click on the + icon to add another value.
    • Repeat steps 3 to 4 to add as many values as needed.
  5. If you need to remove a value click on the - icon. 
  6. Select the Data Type of Values.
  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. 

Creating_a_Checkbox_Field.png

  Relevant for: Administrators / Managers.
  Please note: Managers can only create new Fields if the Allow Managers to manage Forms and Form Fields toggle is turned ON on Permission Settings.
Fields_creation.png

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