How to create a new form field
This field type is recommended when the information can have one of two possible values, such as, Yes / No, Done / Not Done, Submitted / Unsubmitted, among others.
These possible values can be customized. You can additionally assign an icon to each of the values and color as well. You also have the option to define a default value for the field.
Contents
Navigating to Form Fields
Go to Settings > Apps, select the app you'd like to add the field to and select the 'Form Fields' tab.
Configuring a Boolean Field
The field type must be set to 'Boolean'.
1. Field Name
Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.
2. Section
Choose which form section you would like to add this field to.
3. True and False Labels
Then you need to configure the values for the True and False states of the field. True is usually the positive result of the 'action' for example
Task completed = Yes,
while no is the default state, prior to the 'action' being completed,
Task not completed = No.
For each, you can select an icon and a color from the available choices.
4. Default Value
The default value is used to pre-select one of the two values for the field. When you create a new record, the value you select here will be selected on the form as well. The recommendation is to use the 'false' value as the default.
Note: This option becomes unavailable when the 'Calculated' checkbox is enabled.
5. Calculated
Boolean fields can also be calculated. Just enable the 'Calculated' checkbox and add your custom code in the space available for it.
6. Required
If you enable the 'required' checkbox, every time a team member creates a new record, they will need to input the information for this field in order to save it.
7. Lock After Create
If you enable the 'Lock After Create' as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward.
Once you are done setting your field, click the save button.
Note: All new fields are added at the bottom of the form.
