This guide provides instructions on how to configure a "Checkbox" node in dynamic forms. This configuration allows you to define the list of selectable options for users, controlling how data is captured during form compilation on both server-side and mobile devices.
Before you begin
Ensure you have access to the dynamic form configuration in the FSM product. This task assumes you are in the process of defining or modifying dynamic forms.
How to Configure Checkbox Node Options
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Add a Checkbox Node: Insert a new "Checkbox" node into your dynamic form.
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Access the "Options" Table: For the newly added Checkbox node, locate and fill in the "Options" table. This table defines the list of values that users will see and select from.
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Add New Options:
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To add individual items to the list, use the "New" operation.
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To add a pre-configured list of options from master data, use the "Select Options Group" feature. This allows you to import options from existing "Options Groups".
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Define Item Parameters: For each option added in the "Options" table, set the following parameters:
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Code: Assign an optional code to the item.
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Description: Provide a name for the item. This name will be visible to the user and is a mandatory field.
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Reorder Options (Optional): If needed, reorder the items in the list using the drag & drop feature.
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Manage Existing Options: For each row in the "Options" table, use the three-dots menu in the first column to:
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Modify an existing item.
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Delete an existing item.
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Configure Dynamic Behavior using Expressions
The Checkbox node supports expressions, enabling dynamic behavior based on specific conditions.
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Access Expression Settings: Locate the expression configuration section for the Checkbox node.
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Define Conditions for Dynamic Behavior:
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To control visibility: Set conditions to make the node visible or hidden based on specific criteria.
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To enforce mandatory input: Configure conditions to make the node mandatory under certain circumstances.
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To auto-populate data: Define conditions to automatically fill the field with a photo or pre-fill the node with other data.
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To set read-only status: Specify conditions to make the node read-only. In this mode, the field will appear in grey, indicating it cannot be edited.
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After you finish
Once configured, the Checkbox node will be available for user input in the dynamic form, both on the server-side and on mobile devices. Users can select multiple options, and the node will not enforce mutual exclusivity. If a user clicks an already selected option, it will be deselected.