Sheet Checkbox and Radio Button

In Edit Sheet Def, click CheckBox.

Checkboxes and radio buttons are Sheet Field Types used to indicate a selection by toggling an X on or off. The look of this window and the available fields change depending on sheet type.

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 through 13x13. The surrounding rectangle is typically 1 pixel larger.
  • Checkboxes and radio buttons for medical histories require additional setup. See Medical History Layout.

Checkbox Options

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 (other than misc).
  2. Enter the Mobile Group Caption (the shared caption for all of the buttons).
  3. Select the first radio button value.
  4. (Optional) Enter an Item Caption Override for the button.
  5. Click OK.
  6. Move the radio button to the correct location.
  7. Click Checkbox again.
  8. Select the same Field Name.
  9. Select the next radio button value. (the Mobile Group Caption will automatically carry over from the previous button.)
  10. Click OK.
  11. Move the radio button to the correct location.
  12. Repeat step 6 - 10 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 Mobile Group Caption, enter a common name that will be used for all radio buttons in this group. This is what will display in mobile layout and can be the same as the Group Name.
  4. For Mobile Item Caption, enter the name of the this button that will display in mobile layout.
  5. If you want to run a custom query (optional): 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 in a query when this radio button is selected.
  6. Click OK.
  7. Move the radio button to the correct location (e.g. click and drag).
  8. Click Checkbox again.
  9. Select misc again.
  10. Enter the same Group Name.
  11. Enter the same Mobile Group Caption.
  12. Enter a unique Mobile Item Caption for this button.
  13. Enter another unique Reportable Name.
  14. Click OK.
  15. Move the radio button to the correct location.
  16. Repeat step 8 - 15 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 Mobile Group Caption, enter a common name or question that will be used for all buttons in this group.
  4. For Mobile Item Caption, enter a unique name for this button.
  5. For Reportable Name, enter a unique identifying name for this option.
  6. Click OK.
  7. Move the checkbox to the correct location on the sheet.