Sheets: Checkboxes and Radio Buttons

Checkboxes and radio buttons are Sheet Elements used to indicate a selection by toggling an X on or off. Checkboxes allow one or many selections. Radio buttons allow only one selection out of a group of options. Both can correspond to a specific field in the database or be a misc field that does not.

The checkbox or radio button is the actual X, not a box surrounding the X. This makes it useful for scanned backgrounds. If you need to add a box, you can add a rectangle behind the checkbox or radio button as a visual indicator.

Note:
  • Suggested size for the checkbox is 11x11 and for a surrounding rectangle 12x12.
  • Checkboxes and radio buttons for medical histories require additional setup. See Medical History Setup.

When Customizing a Sheet, click CheckBox.

Field Name: The available field options the checkbox can correspond to. The field you select may change other options on the screen.

X/Y Pos: Determines the position of the upper left corner of the checkbox in relation to the x and y axis. X = horizontal. Y = vertical.

Width/Height: The size of the checkbox/radio button. Suggested size is 11x11.

Radio Button Group Name: Only visible when misc is the field name. Used to create custom checkboxes or radio buttons not tied to a database field.

For radio buttons (single selection), enter a common name used for all radio buttons in the group. For checkboxes (one or many selections), enter a unique group name for the checkbox.

Required: If checked, the user will be required to select an option in the generated form before saving it. If adding radio buttons, all radio buttons in a group should be marked the same: all required or all not required.

Radio Button Value: Only visible when a database field is the selected field name. The values listed are based on database options. Create one radio button for each value.

Tab Order: The order of an element when users press Tab on the generated form. (Hint: Click Tab Order in the right panel to view and edit the tab order of all elements on a sheet.

Creating Radio Buttons for Database Fields

These steps will create a group of radio buttons that correspond to database fields and whose values can be imported. You must create a radio button for each possible value in a radio button group for it to work correctly. If a user clicks one radio button in a group, the other buttons in the group automatically uncheck.

  1. On the Edit Checkbox window, select the Field Name.
  2. Select the first radio button value.
  3. Click OK.
  4. Move the radio button to the correct location (e.g. click and drag).
  5. Click Checkbox again.
  6. Select the same Field Name.
  7. Select the next radio button value.
  8. Click OK.
  9. Move the radio button to the correct location (e.g. click and drag).
  10. Repeat step 4 - 9 until all radio button values have an associated radio button.

Creating Misc Radio Buttons

These steps will create a group of radio buttons whose values cannot be imported, but can be reported in Custom Queries.

  1. On the Edit Checkbox window, select misc as the Field Name.
  2. For Group Name, enter a common name that will be used for all radio buttons in this group (e.g. Family Heart History).
  3. For Reportable Name, enter a unique name for this option (e.g. Paternal Only, Maternal Only, Both, None). This is the name that will be reportable when this radio button is selected.
  4. Click OK.
  5. Move the radio button to the correct location (e.g. click and drag).
  6. Click Checkbox again.
  7. Select misc again.
  8. Enter the same Group Name.
  9. Enter another unique Reportable Name.
  10. Click OK.
  11. Move the radio button to the correct location (e.g. click and drag).
  12. Repeat step 6 - 11 for all radio buttons in the group.

Create a Misc CheckBox

These steps will create a checkbox that allow one or many selections. Repeat these steps for each checkbox.

  1. On the Edit Checkbox window, select misc as the Field Name.
  2. For Group Name, enter a unique group name for this button (e.g. Paternal, Maternal).
  3. For Reportable Name, enter a unique identifying name for this option.
  4. Click OK.
  5. Move the checkbox to the correct location on the sheet (e.g. click and drag).