Creating a choice list field in a waiver form

A choice field can be added to a waiver form to capture information that has limited options such as a gender, local school or experience range. Here we’ll look at the settings required to create a choice field.

  1. To get started, create a new text field, selecting Choice List from the drop down menu..
  2. In the Edit Form field fill in the following fields:
    • Customer Target: Select where you would like this information to be stored in the customer record from the dropdown menu if applicable
    • Document Field: Enter the placeholder field name you would like to use on the document. The name must be formatted with double brackets like so: {{gender}} {{yearsofexperience}} {{highschool}}
    • Required: Check the box if this information is required. That way the form will not be accepted if this field is left blank.
    • Default Value: Enter which choice you would like to be the default if applicable
    • Choice List: Enter the choices you wish to display. Put each choice on its own line. Check Include “Other” Text Box if you wish to have “Other” as an option; if selected this will display a text field the participant can enter information into.
  3. Click OK to save the text field.
  4. Click OK to save the form and then Close to exit the Waiver Management window.  

 

Related Links
Adding text fields to a waiver

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