The CheckBox question type lets people select one or more answers from a list of choices.
Add a CheckBox and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the checkbox.
5. From the Type drop-down pick list, select Checkbox.
6. In the Text field, enter and format the label you want to use to describe the checkbox.
7. Text is automatically added to the left of the checkbox. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the button with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you want to work with.
3. Click on the tab you want to work with.
4. Right-click on the checkbox and select Properties. The Edit Item window appears.
5. Click the Settings tab.
6. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
7. Set up the attributes:
a. If you want to require users to select a checkbox, select the Required check box.
b. If you want the checkbox to be shown to users, but unavailable to them to make updates, select the Read Only check box.
c. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
8. In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.
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This option is only available to schools with a Candidate features license. |
9. Click Save.
Set Up Static Options for the CheckBox
See Question/Field options for more information.
· Static options are ones you enter on the form. They do not use data sources or vary.
· Dynamic options are based on data sources and queries set up to select information from your external database. They can vary according to the form user, information, etc.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you want to work with.
3. Click on the tab you want to work with.
4. Right-click on the checkbox and select Properties. The Edit Item window appears.
5. Click on the Options tab.
6. From the Orientation drop-down, select vertical or horizontal to determine how you want the checkboxes to appear on the form.
7. Select the Static Options option.
8. If you want the options to be randomized, select the Randomize Options check box.
9. Click Add Option.
10. If the checkboxes impact a final balance on the form, use the Dbl Value field to enter the numeric amount used in the balance calculator.
11. Use the Value field to enter the value that will be stored in the database and displayed in the email/report.
12. In the Text field, enter how the checkbox option will appear to the form user.
13. If you want a particular option to be automatically selected when the form user first accesses the form, select the Selected check box.
14. Repeat steps 9 - 13 to add as many checkboxes as needed.
15. Click Save.
Set Up Dynamic Options for the CheckBox
See Question/Field options for more information.
· Static options are ones you enter on the form. They do not use data sources or vary.
· Dynamic options are based on data sources and queries set up to select information from your external database. They can vary according to the form user, information, etc.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you want to work with.
3. Click on the tab you want to work with.
4. Right-click on the checkbox and select Properties. The Edit Item window appears.
5. Click on the Options tab.
6. From the Orientation drop-down, select vertical or horizontal to determine how you want the checkboxes to appear on the form.
7. Select the Dynamic Options option.
8. From the Options Source drop-down, select the datasource you want to use to populate the checkbox options available for the form user to select from.
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JZB indicates a Jenzabar-provided datasources. You can also select from datasources your school has set up using the datasources options. |
9. Click Save.
Options give the form user a list of items to choose from.
Returns a list of states from the EX database.
SELECT
RTRIM(VALUE),
DESCRIPTION
FROM
TD_STATE_VIEW
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon 
to the right of the DataSource
drop-down list. The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
8. Click Save DataSource.
9. Click Manage Forms. The Manage Forms page appears.
10. Click on the form you are working with.
11. Click on the tab you want to work with.
12. Right-click on the drop-down, radio button or checkbox question you are associating the datasource with and select Properties. The Edit Item window appears.
13. Click the Options tab.
14. Select Dynamic Options.
15. From the Options Source drop-down, select the auto-complete data source you created.
16. Click Save.
Associate an Action with the CheckBox
You can use actions to configure an action to happen when the form user selects a particular checkbox.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. A list of available forms appears.
3. Click on the form you want to work with. The form opens.
4. Click on the tab you want to work with. The tab appears.
5. Right-click on the checkbox and select Properties. The Edit Item window appears.
6. Click the Rules tab to define what happens when the form user selects a certain check box.
7. Click Add Step.
8. In the first drop-down, select If answer value is and in the corresponding effect field, enter the value that needs to be selected for the action to happen.
9. In the second drop-down, select the action you want to occur when the form user selects or doesn't select a particular check box.
10. Repeat steps 6 - 8 to add as many actions you want.
11. Click Save.
For more information on using Rules for your form questions, see Rules.
Options for Questions with Multiple Selections