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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 1: Add a Checkbox Section Field.
1.1. Open the Add Field panel.
1.2. Add a Checkbox Section field to the page. This field will ask the user to answer the question: Is Income Your Account Investment Objective?
1.3. Enter the following values for the field settings:
Adding a Checkbox Section field
Field | Value | Description |
|---|---|---|
Field Label |
| This is the name of the field that is displayed to the user. |
Meta Field Name |
| This is the unique name for the data held within the field as it will be referenced by other JavaScript code in the widget and mapped to respective fields in PDF forms. |
Initial value | Leave empty. | The checkbox will initially be deselected and its value will be |
Value for Checked |
| This value will map to the corresponding "value" attributes of the meta field name in the PDF form, if the checkbox is selected. |
Value for Not Checked |
| This value will map to the corresponding "value" attributes of the meta field name in the PDF form, if the checkbox is not selected. |
Step 2: Apply the Changes.
2.1. Click the Apply button at the bottom of the screen to close the Widget Design Screen and apply changes.
2.2. Click the Save button at the top of the Widget Details Screen to save these changes.
Step 3: Test your Widget.
Test the widget by opening it.
A Checkbox Section field