Customize your Templates with checkboxes and radio buttons
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Important: Reach out to your Customer Success Manager to add checkboxes and radio buttons to your Templates!
Attributes can look different depending on how they are formatted. For each Value and Weighted Score Attribute, you can decide whether it will be:
- A dropdown
- Checkboxes
- A radio button
Prior to our 3.1.0 Release, the only option for displaying Attributes was a dropdown. Having additional formatting options gives you more freedom when designing a User’s experience in an Item.
Checkboxes create a checklist experience, which is great for forms and audits where you need to make many selections. Meanwhile, radio buttons indicate single-selection and display each option beneath an Attribute without hiding them in a dropdown menu.
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Image of a Create Screen with two Attributes: one is formatted as a radio button and one is formatted as checkboxes
Formatting Attributes as checkboxes and radio buttons is a powerful tool to customize Templates, increase visibility of Attribute Values, and create unique experiences for your Users. Plus, they look great.
Checkboxes
Why are they beneficial?
- Checkboxes allow you to simulate a checklist experience, making it easy to see which prompts have been completed and which have not.
- Checkboxes display all potential responses to the Attribute on the screen simultaneously.
- Checkboxes act as a natural visual cue for a User to work through the list and respond to each Attribute.
Example
Below is an example of the Details Panel on a 5S Audit Template. Checkboxes are used to indicate whether each criteria has been completed properly.
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Radio Buttons
Why are they beneficial?
- Radio buttons display all potential responses to an Attribute on the screen simultaneously.
- Radio buttons are always single-select, making them a natural indicator that the User should make only one selection.
Example
Below is an example of what a Panel on a project Template could look like using radio buttons.
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If the project ever goes off-track or the help status changes, the team has a visual prompt in the Item to change the Attribute selection when necessary.
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