Form Template Checkbox Field

How to setup a Checkbox on a Form Template

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? 
    (This is the Name of the Field)
  • Is the checkbox mandatory? 
    (Check the box for Mandatory.)
  • Is this checkbox only needed when something else happens? 
    (Check the box for Hidden.)
    • Does this checkbox need to reveal other hidden fields? 
      (Check Show/Hide Rules.)
  • Is this checkbox only needed when a form is in a certain status? 
    (Set the Form Status.)
  • Is this checkbox only for certain teams or zones? 
    (Set the User Zone.)
  • Does this checkbox raise a defect? 
    (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. 
    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.

 
 
 

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