Table of Contents

Tool Name: Checkboxes


Tool Description:


Checkbox Fields enable Form Designers to provide a number of fields from which users can make multiple selections.


Checkboxes are rendered in the Form Builder preview mode or on a form as a square box. If the checkbox has not been selected (or is deselected), it will be blank; if the checkbox has been selected, it will contain a checkmark as shown in the figure below.


Tool Use:


Checkbox Properties


A label describing each checkbox usually is displayed adjacent to the checkbox, as shown in the figure above. A checkbox can be selected (or deselected) by clicking the mouse inside the form’s checkbox field.

 

When a Checkbox form field is dragged and dropped onto the Form Builder body/grid, the Checkbox Properties appear in the Toolbox as shown in the figure below.   

 

Data Section


The Field Name and Reporting Label properties available in the Data section for a Checkbox field are the same as those for a Text field. For more complete information about assigning a Field Name and Reporting Label, please see the Text Properties section above.

Field Name: The Field Name Property allows the Form Designer to define the Field Name stored in the database. All Field Names are capitalized by default. If a Field Name is typed in lower case, the text will automatically convert to upper case after the cursor is moved from the field.

To define a Field Name, click in the text box next to Field Name, type in the desired name for the field, and press the Tab or Enter key.

 

Reporting Label: The Reporting Label Property allows the Form Designer to designate an abbreviated name for reporting and exporting data.  


General Section

 

ToolTip – The ToolTip field is an optional property that can be used at the field level to provide a “Tip” or “Help Message” explaining how to complete the field or provide a reason or explanation for the field. Clicking on the View/Edit link will display the Tooltip window. Using the Tooltip window, the Form Designer can type in the desired message, which will be presented to the user completing the form when hovering over the field.

 For more information on the available Field Types, please visit the Field Types Knowledge base article.


Show in Log: You should select the Show in Log checkbox if the form being created is part of a Log Form. Setting this property for a Subject type form will show this particular field in the Log forms section displayed on the Subject Visits and Events Manager page accessed by selecting a Subject ID from the Subject Manager page (accessed from the Subject menu). Setting this property for a Study type form will show this particular field in the Log Form displayed on the Study Forms page accessed from the Subject menu using the Access Study Related Forms… link. The Log Forms feature is only available for use on Subject and Study type forms created in the Study Form Builder. 


Validations Section


Validations allow the Form Designer to define conditions that a field(s) value must meet (or not meet). 

 

Required – This option will not work for checkboxes because of their nature. Checkboxes can only be checked or left unchecked. Either way, the user is answering the question, so requiring a checkbox is not a logical validation. However, you can build manual validation to verify if it is checked.

 

Conditional Actions - View/Edit – Selecting the View/Edit link brings up the Conditional Actions dialog box. It allows the Form Designer to create simple to complex edit checks (validations) for fields (and forms). You can use the Conditional Actions dialog box to:

  • Disable or hide fields (or forms) based on some criteria.
  • Produce edit checks (validations).
  • Display a popup message.
  • Compute a value.
  • Populate a field with a value based on some criteria and/or send an email notification.

Each field can contain multiple conditional actions. The number that precedes the View/Edit link indicates the number of dependent actions present on the field (or form). Please refer to the library of Conditional Actions help documents for complete instructions.

 

Layout Section


The Layout Properties enable the Form Designer to designate the exact location on the Form Builder body/grid where the Checkbox Field will be placed. The Layout properties allow the Form Designer to align various fields, so they are uniform when the form is rendered.

 

Left (pixels): This field allows the Form Designer to designate where the Checkbox Field's left edge will be located.

 

Top (pixels): This field allows the Form Designer to designate where the Checkbox Field's top edge will be located.


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