How to allow a user to (un)check a checkbox in the response form

This article explains how to allow the user to check or uncheck a checkbox in the response form so it can be used to populate the smart template.

How to create a checkbox

A Checkbox question can be used to allow the user to check or uncheck an option in the response form. To create a Checkbox question follow these steps: 

1. In Template Designer, open the Form tab.
2. Click + Add question.
3. In the Type field select Checkbox.
4. In Question title type the question. This is the question that will be displayed to the end-user.
5. Optionally, set additional settings:
   
   • Reference name: Will be prepopulated based on the question title. The reference name will be displayed when using the form responses and is also the name used in the binding syntax.
   • Default value: Preset the checkbox with false (unchecked) or true (checked). The default value is editable by the end-user.
     

     Note It is also possible to use a HostSystem field as default value. The HostSystem field is not shown in the dropdown, but you can add a value manually by typing e.g.{{HostSystem.IsEnabled}}.

   • Spacing before: Edit the space between the question and the elements above it in the response form (None, Medium, or Large).
   • Spacing after: Edit the space between the question and the elements below it in the response form (None, Medium, or Large).
   • Helptext prefix: Add additional help text above the question to guide the user.
   • Helptext postfix: Add additional help text below the question to guide the user.
   • Share value: Enable the Share value option if the same question is used in the response form of dynamic text elements or slides that would be inserted when generating a document or a presentation. The answer to the question will be reused to avoid prompting the user with redundant questions.
6. Click Add to form.
   

   Tip Once the question has been created you can click Preview form to see how the question will appear to the end-user.

Example

A Checkbox question 'Include disclaimer' is created with true as default value:

The preview shows that the checkbox is checked by default, but can be unchecked by the end-user: