If you need a simple answer to a Yes or No question, use a Checkbox Section field. Checkboxes are also useful as switches to turn some wizard functionality On/Off.
The example below, shows how to create a field with a single question. It will be a Checkbox Section field, with two possible values that will synchronize to a PDF form.
| Step | Result | |
---|---|---|---|
1 | Open Add Field panel. Add a Checkbox Section field to the page. This field will ask the user to answer the question: Is Income Your Account Investment Objective? Enter the following values for the field settings: | | |
Field | Value | ||
2 | Field Label | Is Income Your Account Investment Objective? | |
3 | Meta Field Name | Owner1.PortfolioObj | |
4 | Initial value | Leave empty. | |
5 | Value for Checked | 1 | |
6 | Value for Not Checked | 3 | |
7 | Click Apply button in the bottom of the screen to close the Widget Design Screen and apply changes. Then click Save button in the top of the Widget Details Screen to save these changes. |
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8 | Test the widget by opening it. | |