1. Knowledge Base
  2. Session Notes
  3. Creating Session Note Templates

Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down Menus

Editing Fields with Lists (check boxes, radio buttons or drop downs):

  • Select the Field from the left column
  • To add new choices, in the middle column, click "+ Check Box" "+ Radio Button" or "+ Choice"
  • Type in your option
  • Repeat this process until you have created all your options
  • You can clone, delete, or change the order of your options using the ellipses found to the left of the text line

Checkboxes    

Radio Options:

 

Drop Down Menus

Changing a Checkbox to Display as a Dropdown 

If you would like to have a dropdown menu but can select multiple choices, you may create a checkbox field but display it as a dropdown menu. 

In order to change the display:

  1. Select the checkbox field
  2. Scroll down to the bottom of your choices/options
  3. Look for "Display as checkboxes."
  4. Select the down arrow 
  5. Change it to "Display as a dropdown menu."