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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."

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