Create New Checkbox Fields

A Checkbox field can be used when affirming or denying a statement. Entries are stored in the system as True/False.

Note: This field can be used in both Applicant and Grant Manager forms.

Tip: Before creating a new field, it is recommended to first check the standard product fields to determine if it is already in the system. Learn more.

  1. Navigate to the Program Setup > Custom Forms area.

  2. Select the Form Fields tab.

  3. Click on the Manage form fields button and then the Add new option.

  4. In the Add New Form Field screen, provide the following information.

    1. Enter a name for the field.

    2. Optional - Add a default label to the field. This will automatically be used as the label instead of the field name when the field is added to a form.

      Note: For more information, see Update Labels and Descriptions.

    3. Optional - Provide a brief description.

    4. Select Checkbox as the Type.

    5. Provide a unique key for the field.

    6. Specify the audience.

      • Applicant - These fields can be added to Applicant and Grant Manager forms (view only).

      • Grant Manager - These fields can only be added to Grant Manager forms.

        Tip: By default, Grant Manager fields are multi-response to better accommodate multiple reviewers. You can enable the Field will store one answer per application setting to enforce storing only one response for this field instead of multiple responses. If enabled, multiple users can complete the field but potentially overwrite your responses.

    7. Optional - Choose a category to be used when filtering and organizing the field on custom forms and reports.

      Note: If the category has not yet been created, click on the Add new category button to create it. If no category is selected, then the new field will appear under the default category Other.

    8. Optional - Select the This field is a table field option to designate the field as a Table field.

      Note: A Table field is a collection of form fields that can be completed multiple times and displayed in a table format. When selected, this field will not appear in the Form Builder.

  5. Click Save to create the new field.

 

Frequently asked questions (FAQs)

This field type can be used in both Applicant and Grant Manager forms.

No, this field only accepts a single value.

No, this field cannot be masked.

No, there is no additional field encryption available for this field.

Yes, the field can be set to a specific value or the value of another component based on the rules and conditions you define.

Note: For more information, see Set Field Values.

Yes, the following options are available in the Configuration > Validation screen when editing it in a form.

  • Set the field to Required.

  • Provide a custom error message that will appear if the Applicant or Grant Manager leaves it blank.

  • Create custom rules to define when this component is valid.

Note: For more information, see Set Up Field Validation.

Yes, the field's visibility can be set by selecting one of the following options in the Configuration > Display screen when editing it in a form.

  • Always show component (default)

  • Always hide component

  • Show component when

  • Hide component when

Note: The Show component when and Hide component when options require you to define conditional logic to determine when the field will be shown or hidden. For more information, see Show or Hide Fields.

Tip: Additionally, this field type allows you to clear the response when the field is not being displayed by enabling the Clear value when hidden option.

Yes, this field can be used in Budget Automation and Workflow Automation.

The Checkbox field type only allows a single value while Select boxes fields can support multiple values.