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Boolean Custom Field (Yes/No, Checkbox)

Overview

The Boolean Custom Field is used to input a simple Yes or No value. This is useful for tasks that require a clear, two-option choice, such as confirming whether a design feature is included or indicating whether a design may need approving.


Configuration Options

The Boolean Custom Field is a simple field type, as it has no Configuration Options other than the Name and Description.

  • Name - The name must be unique for its Type; you can't have two String type Custom Fields named "Further Information", but you can have a String and Memo field with that name, as they're of different types. The Name can be translated into any of the Supported Languages by using the flag icon next to the field.
  • Description - Optional, but useful for administrators to understand what a Custom Field is used for to help differentiate it from other similar named Custom Fields. Particularly useful where those fields are advanced fields types containing further configuration options. The Description can be translated into any of the Supported Languages by using the flag icon next to the field.

References

The references panel is displayed on all Custom Fields that have been used in one or more Task/Item Types. This allows you to see which Task Types the Custom Field has been used in, along with its Primary Properties. This information is helpful if you need to Delete a Custom Field.


Task Type Custom Field Properties

The Boolean Custom Field has the following Primary, Appearance and Formatting Field Properties

Primary Field Properties

  • Field
  • Description
  • Name in Search
  • Identifier

Appearance Field Properties

  • Required
  • Read-Only
  • Visible
  • Column Span
  • Row Span

Formatting Field Properties

  • Default Value
  • Expression
  • Display Mode - A Boolean can be displayed as any of the following options:
    • Checkbox - Displays a simple checkbox for Yes or No. You can only use this mode if the field is not required, as the user won’t have to make a selection.
    • Dropdown List - Displays a dropdown with three options: Please Select, Yes, and No. If the field is required, users must choose Yes or No, as Please Select is the default option. For optional fields, users can leave Please Select selected.
    • Horizontal Radio Group - Displays radio buttons arranged horizontally for Please Select, Yes, and No. If the field is required, users must select either Yes or No, and cannot leave Please Select as the final choice.
    • Vertical Radio Group - Displays radio buttons arranged vertically for Please Select, Yes, and No. Like the other modes, if the field is required, users must select Yes or No instead of leaving it at Please Select.


Further Reading

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