Jenzabar Campus Portal Features Help Hub

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.

The Checkbox question type lets people select one or more answers from a list of choices. You can add static or dynamic options for checkboxes.

  • Static options are ones you enter on the form. They do not use data sources or vary.

  • Dynamic options are based on data sources and queries set up to select information from your external database. They can vary according to the form user, information, etc.

  1. Access the form you are working with.

  2. Click Add Question.

  3. In the Unique ID field, enter an identifier for the checkbox.

  4. From the Type drop-down list, select Checkbox

  5. In the Text field, enter and format the label you want to use to describe the checkbox.

  6. Text is automatically added to the left of the checkbox. Use the Text Position options to move it to the top or right.

  7. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.

  8. If you are using a collection grid:

    1. Select the grid you are associating the button with from the Grid drop-down.

    2. Select the appropriate Grid Function from the drop-down.

  9. Click Save changes.

  1. Access the form you are working with.

  2. Click on the tab you want to work with.

  3. Right-click on the checkbox and select Properties to open the Edit Item pop-up.

  4. Click the Settings tab.

  5. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.

  6. Set up the attributes:

    1. Select the Required checkbox if you want to require users to select a checkbox.

    2. Select the Read Only checkbox if you want the checkbox to be shown to users, but unavailable to them to make updates.

    3. Select the Show Only in Report checkbox if you want to make a question/field only visible in the report view or FormFlow - Workflow.

  7. In the Help Info Text field, enter additional information or brief instructions for form users.

    Note

    Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.

    Important

    This option is only available to schools with a Candidate features license.

  8. Click Save changes.

  1. Access the form you are working with.

  2. Click on the tab you want to work with.

  3. Right-click on the checkbox and select Properties to open the Edit Item pop-up.

  4. Click on the Options tab.

  5. From the Orientation drop-down, select vertical or horizontal to determine how you want the checkboxes to appear on the form.

  6. Select the Static Options option.

  7. If you want the options to be randomized, select the Randomize Options checkbox.

  8. Click Add Option.

  9. If the checkboxes impact a final balance on the form, use the Dbl Value field to enter the numeric amount used in the balance calculator.

  10. Use the Value field to enter the value that will be stored in the database and displayed in the email/report.

  11. In the Text field, enter how the checkbox option will appear to the form user.

  12. If you want a particular option to be automatically selected when the form user first accesses the form, select the Selected checkbox.

  13. Repeat steps 9 - 13 to add as many checkboxes as needed.

  14. Click Save changes.

  1. Access the form you are working with.

  2. Click on the tab you want to work with.

  3. Right-click on the checkbox and select Properties to open the Edit Item pop-up.

  4. Click on the Options tab.

  5. From the Orientation drop-down, select vertical or horizontal to determine how you want the checkboxes to appear on the form.

  6. Select the Dynamic Options option.

  7. From the Options Source drop-down, select the data source you want to use to populate the checkbox options available for the form user to select from.

    Tip

    JZB indicates a Jenzabar-provided data sources. You can also select from data sources your school has set up using the data sources options.

  8. Click Save changes.