Forms Item: Checkbox
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
A checkbox lets a form completer select one or more answers from a list of choices. Checkbox options can be static (entered directly on the form) or dynamic (pulled from external data sets)..
This topic explains how to add and configure checkboxes in J1 Web Forms, including how to set up dynamic option data sets and how checkbox functionality differs from Campus Portal Forms.
Some options available in Campus Portal Forms are handled differently or are not available in J1 Web Forms.
Campus Portal Forms | J1 Web Forms |
|---|---|
Definition | |
Text Position | Unavailable in J1 Web. |
Options | |
Randomize options | Unavailable at this time. |
Rules | |
Alert: Show Message | Unavailable at this time. |
Email: Cancel | Associate with a workflow that includes an automation plan with a cancel email interaction. |
Email: Send | Associate with a workflow that includes an automation plan with a send email interaction, |
Form: Print | Unavailable at this time. Workaround: Reviewer can print a copy of the submission PDF. |
Form: Quit | Unavailable at this time. |
Form: Save | Unavailable at this time. |
Grid: Add | Unavailable in J1 Web. |
Payment: Clear Profile | Unavailable in J1 Web. |
Payment: Override Balance | Unavailable in J1 Web. |
Payment: Use Profile | Unavailable in J1 Web. |
Workflow: Add to track queue | J1 Workflow: Add Workflow for Submission |
Workflow: Remove from track queue | J1 Workflow: Remove Workflow for Submission |
Workflow: Set track | N/A |
Look Up | |
Look Up DataSource | Unavailable in J1 Web. |
Execute on Load, Trigger after set, Preserver user input | Unavailable in J1 Web. |
How To
Access the Connect, Forms, Manage Forms page.
Find the form you're updating and from the Actions menu, select Edit form.
From the Build step, select the tab where you want to add the checkbox.
Click Add Item. The New Item pop-up window appears.
Enter an identifier for the checkbox in the Unique ID field.
From the Type drop-down list, select Checkbox.
Select the appropriate label display option: Display on the form or Screen reader only.
In the Text field, enter and format the label you want to use to describe the checkbox.
If you are adding this checkbox to a group, enter the name in the Group field. Each item in the group must use the same group name.
Select the Settings tab.
The checkbox is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
Configure attributes:
Required : completers must select at least one option.
Read Only: visible but not editable.
Show Only in Report: visible only in report view.
Select the checkboxes of where the button should appear: Mobile, Tablet, Desktop.
Select the Options tab.
From the Orientation drop-down, select vertical or horizontal to determine how you want the checkboxes to appear.
Select Static Options or Dynamic Options.
Static options are manually entered and do not vary.
Dynamic options are based on data sets and can vary.
If you selected Static Options, click Add and enter each option value. You can add as many options as you want.
If you selected Dynamic Options, select an Options Source from the drop-down.
Note
You can select from Data Dictionaries data sets classified as Form Options.
Select the Rules tab to define what happens when the form completer selects a checkbox.
Click Add.
In the first drop-down, select the If answer value is condition.
Note
Rules must always begin with this condition. This tells J1 Web Forms to execute the action if the user's answer matches the answer value you specify.
In the answer value field to the right of the drop-down, enter the answer value that will trigger the action.
In the second drop-down, select the action to perform. For example, to show or hide other options.
If needed, click Add to add another rule.
Else if answer value is executes the action if the answer value matches.
Else executes the action if no previous conditions were met.
And executes the action in addition to the previous action.
Click Update.
Access the Core, Campus-wide Definitions, Data Sets page.
From the Queries for drop-down, select Data Dictionaries.
Click Create data set.
From the Classification drop-down, select Form Options.
From the Select Modules Allowed Access to Data Set drop-down, select the modules that should be able to use the data set. Anyone in a role with access to a selected module can see and use it.
From the Type drop-down, select InfoMaker or SQL File.
If you select InfoMaker:
From the PBL drop-down, select the InfoMaker PBL file.
From the Query drop-down, select the query you want to use.
If you select SQL file:
Note
SQL files cannot be edited in J1 Web. Once the file is uploaded, the query fields cannot be changed; however, you can download the query syntax, make changes, and then upload it as a new data set.
Tip
Sample SQL returns a list of states from the J1 database:
SELECT RTRIM(VALUE),
DESCRIPTION FROM TD_STATE_VIEW
Test the query in SQL Server Management Studio before uploading to ensure it runs within 4-5 seconds. Poorly performing queries will impact system performance.
Click Choose File and upload the SQL file..
If the file passes validation, the Create data set button is enabled.
Click Create data set. The Create Data Set window closes, and the data set is listed on the Data Sets page.