- Knowledge Base
- Session Notes
- 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:
- Select the checkbox field
- Scroll down to the bottom of your choices/options
- Look for "Display as checkboxes."
- Select the down arrow
- Change it to "Display as a dropdown menu."