Table of Contents
Checkbox Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Checkbox Field
When adding a Question Field to a Form Template, the following information may be important:
- What is the checkbox?Â
(This is the Name of the Field) - Is the checkbox mandatory?Â
(Check the box for Mandatory.) - Is this checkbox only needed when something else happens?Â
(Check the box for Hidden.)- Does this checkbox need to reveal other hidden fields?Â
(Check Show/Hide Rules.)
- Does this checkbox need to reveal other hidden fields?Â
- Is this checkbox only needed when a form is in a certain status?Â
(Set the Form Status.) - Is this checkbox only for certain teams or zones?Â
(Set the User Zone.) - Does this checkbox raise a defect?Â
(Set the Defect Configuration.)
Basic Setup
The Checkbox field is singular in its category.
- Name: The name of the Checkbox.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
-
Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
-
Defect Configuration: The default settings to create a Defect with this field.Â
See Advanced setup for more details.
Advanced Setup
When setting up a Question Field, the advanced options include the following:
- Onchange
- Show/Hide
- Defect Configuration
The Onchange field is only used when assisted by Prestartr Support. If you have a form template that we have created that uses this field, contact support for assistance with editing that field.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
-
Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.