Adding Selection fields

The following section describes how to add Single Selection and Multiple Selection fields when designing a Form. Selection fields allow users to select one or more options as an answer.

Single Selection fields can be used to ask from users to select one out of two or more options as an answer. This can be a "Yes" or "No" question for example or any other type of question that can be answered with one option.

Multiple Selection fields can be used to allow users to select more than one option as an answer. Make sure you create a different option for every individual potential answer.

 

  • Maximum number of options per Single/Multiple Selection field: 100 options
  • Maximum number of options in total for all Single/Multiple Selection field in a Form: 1000 options
How to add a Single Selection field
  • In the Form Design page, click on "Single selection" to select the field from the Fields palette.

Fill in the Properties of the Single Selection field by providing:

  • Label: type the question for which the user will select an option
  • Description: optionally provide a description
  • Code: optionally provide a code

In the Settings check the boxes you want to apply for the field.

  • In the Options section, type in the first option.
  • Click on "Add option" to add more options and repeat to add as many options as needed. To delete an option, click on "Delete" next to its name.
  • Click on "Done" to add the field.
  • The Single Selection field has been added to the Form.
  • When you finish adding fields, click on "Save" to save the Form.
  • Users will be able to provide one answer to the Single Selection field when they are adding Records.
How to add a Multiple Selection field
  • In the Form Design page, click on "Multiple selection" to select the field from the Fields palette.

Fill in the Properties of the Multiple Selection field by providing:

  • Label: type the question for which the User will select one or more options
  • Description: optionally provide a description
  • Code: optionally provide a code

In the Settings check the boxes you want to apply for the field.

  • In the Options section, type in the first option.
  • Click on "Add option" to add more options and repeat to add as many options as needed. To delete an option, click on "Delete" next to its name.
  • If you are using Relevance rules make sure you set the correct Relevance rules.
  • When the field is ready, click on "Done" to add it.

In this example we are using relevance rules but this is optional for your Form. Learn more about Adding Relevance rules.

  • The Multiple Selection field has been added to the Form.
  • When you finish adding fields, click on "Save" to save the Form.
  • Users will be able to provide one or more answers to the Multiple Selection field when they are adding Records (if the Relevance rule is met).