Table of Contents

Add User-Defined Check Box

 

Example of a User-Defined Check Box:

If you need to add in a different type of field, read the following help pages:

Add User-Defined Date

Add User-Defined Drop-down

Add User-Defined Text Box

Add User-Defined Radio Button

 

Add User-Defined Check Box

  1. Open User-Defined Fields from Administration.
  2. On the main User-Defined Fields page, click Add User-Defined Field.
  3. Fill out the User-Defined Fields General section:
    • Type in a Field Name.
    • In the Control Type menu, select Check Box.
    • Leave Default Value blank.
    • For Display Order select a number. If you have multiple user-defined fields on a form together, this number will determine the order in which they will appear. If all fields are given the same number, they will sort by the order in which they were added.
    • For Is Required select Yes or No.

  1. At the top of the form, click the Module tab.
  2. Fill out the Module section:
    • Select the Module from the drop-down list. 
    • Check the boxes for the Module Components in which this new field will appear.
  3. At the top of the form, click the Accounts tab.
  4. Check the boxes for the Accounts in which this new field will appear. 
  5. Click Add Field.