Wednesday, November 21, 2018

Checkboxes Control



Introduction

Checkboxes Control allows capturing multiple selections among a set of options. If you want to capture only one selection of options, check out Radios Control.

Features

  • Allow defining the list of available options when designing the form
  • Set more than one option to be the default options
  • Control the number of options (1 to 4) to be displayed per line
  • Using an internal or external data list as the source to populate the list of available options. This functionality is available in Advanced and Ultimate plan.
  • All of the other standard functionalities of a field in Rethink Workflow
  • Provide placeholders to be used in the workflow including: 
    • values: The comma-separated values of the selected checkboxes
    • names: The comma-separated names (or labels) of the selected checkboxes

How to design

To add the checkboxes control to your form, simply drag and drop it from the control panel to the form-design area.

To adjust the properties specifically for checkboxes, click on OPTIONS tab on the properties panel below the control.

Specify the Number of Options per line

Similar to radios control, the checkboxes control allows specifying the number of options per line. The minimum number of options per line is one (1) and the maximum number of options per line is four (4). To use this setting, click on GENERAL tab and adjust "How many options per line?"

Define Options

Defining options for checkboxes is similar to radios control.

How to use

The animation below demonstrates how the end-user interacts with a radios control, but the checkboxes are similar.

Using the checkboxes field in reporting

Include the checkboxes field in column

To include a checkboxes field in the list of columns of the report, click COLUMNS button and select it field from the popup:

To export the checkboxes values, click on EXPORT button and select the desired formats. The checkboxes field provides the following attributes:
  • values: the comma-separated values of the selected checkboxes
  • names: the comma-separated names or label of the selected checkboxes

Filter documents using the checkboxes field

To filter documents using the checkboxes field, click on FILTERS and select it from the list of filters. On the address filter popup, select the values for filtering.



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