Editing Fields with Lists (Radio Buttons, Drop Downs or Check Boxes):
Open the note template and select edit
Select the Field that you want to edit from the left column (Radio Buttons/Drop Downs/Check Boxes)
To add new choices, in the middle column, click + Radio Button/+ Choice/+ Check Box
Type in your option
Repeat this process until you have created all your options
Radio Buttons
Drop Down Menus
Checkboxes
You can clone, delete, or change the order of your options using the three dots found to the left of the text line.
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."
Updated 21/8/26 by Alexandra Ahlgren