Creating a Yes/No field in a waiver form

A Yes/No field can be added to a waiver form to help capture consent. Here we’ll look at the settings you’ll need to make to create a Yes/No field.

  1. To get started, create a new text field, selecting Yes/No 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 on the document. The name must be formatted with double brackets like so: {{experience}} {{belaycertification}} {{newsletter}}
    • Is 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 either Yes or No, depending on which one you would like to be the default
    • Choice List: Enter “Yes” and “No” as the two choices. Enter “Yes” first.
  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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