How to allow the user to check or uncheck a checkbox in the response form?

About this article

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

• How to include a checkbox in the response form? 
• Checkbox question example

Prerequisites

How to include a checkbox in the response form? 

When building the response form, the Checkbox question can be utilized to allow the user to check or uncheck an option in the response form. Creating a Checkbox question can be achieved by following these steps: 

1. In the Template Designer, navigate to the Form tab
2. Click Add question 
3. Select Checkbox in the Type dropdown
4. Enter the Question title
   This will be displayed to end-user and will guide them to provide the relevant answer
   • Reference name: Will be prepopulated based on the question title. The reference name will be displayed when utilizing the form responses smart field and is also the Name utilized in the binding syntax.  
   • Default value: Preset the checkbox with true (checked), or false (unchecked).  The answer will be editable by the end-user. Optionally, set additional settings to the question.
     

     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).
   • Space 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 when filling in the response form of the expected answer.
   • Helptext postfix: Add additional help text below the question to guide the user when filling in the response form of the expected answer.
   • Share value: Enable this option if the same question will be utilized in the response form of dynamic text elements or slides that would be inserted when generating a document or a presentation. The answer to this question will be reused to avoid prompting the user with redundant questions.
5. Click Add to form
   
   • The Checkbox question will be added to the response form 
   • The question will be displayed in the form responses smart field using its Reference name 
   • Reference name of the question can be utilized in binding syntax to achieve more complex use cases using the Custom text binding smart field or to set template settings and properties.

Checkbox question example

Include products for a proposal

Create a Checkbox question using " Include product A" as the Question title and "true" as a Default value option. 

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