NextGen FSM

Understanding the New Checkbox Node Type - Overview

This document explains the new "Checkbox" node type, a component used in dynamic forms for data input. This node functions similarly to the "Multi Selection" node but presents options differently, allowing users to select multiple values from a displayed list.

What is a Checkbox Node?

When using a Checkbox node, users interact with an input field in the dynamic form by selecting appropriate values from a displayed list. Unlike a dropdown menu where users might select from a collapsed list, the Checkbox node displays the entire list of options upfront. Users can select multiple values by ticking the corresponding checkboxes.

Key Characteristics

  • Multi-select capability: Similar to the "Multi Selection" node, the Checkbox node allows the selection of one or more available values.

  • Non-exclusive selection: Multiple options can be selected simultaneously, as the node does not enforce mutual exclusivity.

  • Toggle functionality: Clicking an already selected option will deselect its corresponding checkbox.

Configuring Checkbox Node Options

For this type of node, you can define the list of values (options) that users will see. This is done using an additional table called "Options".

You can add options to this list in two ways:

  • "New" operation: Used to add individual items to the list of values to be proposed.

  • "Select Options Group": Used to add an already pre-configured list of options from the "Options Groups" master data.

Managing Options within the Table

For each row (option) in the "Options" table, a three-dots menu in the first column can be used to:

  • Modify an existing item.

  • Delete an existing item.

Each option item can have the following parameters:

  • Code: An optional code assigned to the item.

  • Description: The name assigned to the item, which is visible to the user. This is mandatory information.

The list of options can also be reordered using the drag & drop feature to arrange items on the list.

Display of the Checkbox Node

The Checkbox node displays consistently across different platforms.

On Server Side

The Checkbox node presents the entire list of options upfront during dynamic form compilation.

On Mobile Devices

The display behavior is similar on mobile devices such as iPhone and iPad, showing the entire list of options with checkboxes for selection.

Dynamic Behavior with Expressions

The Checkbox node supports the use of expressions, enabling dynamic behavior based on specific conditions.

For example, expressions can be used to:

  • Make the node visible or hidden based on conditions.

  • Make the node mandatory based on conditions.

  • Automatically populate the field with a photo based on conditions.

  • Pre-fill the node based on conditions.

  • Set the node to read-only based on conditions.

In read-only mode, the fields appear in grey to clearly indicate that they cannot be edited.