Use choice components
Let submitters pick from predefined options using single choice, checkboxes, dropdowns, and true/false toggles.
Every choice component shares the same Visibility control (Editable, Visible, or Hidden per workflow step), a Width from 1 to 12 columns, optional Hint and Tooltip helper text, a Name used as the CSV export column, and a read-only ID. Any field with Required enabled displays a red asterisk (*) next to its label on the form, so submitters can see at a glance which questions they have to answer. The asterisk is the only required indicator on an untouched form: choice options themselves pick up red invalid styling only once the field is actually invalid. The sections below call out what is specific to each one.
Single Choice, Checkboxes, and Dropdown are compatible types, so you can convert an element from one to another in place. Select the element on the canvas and choose the new type in the Properties panel. The label, options, name, and ID come along with it, so you do not have to delete the field and rebuild it. Settings that only exist on one type (such as Hide Search on a Dropdown) are dropped when you convert away from it.
Single Choice
The Single Choice component displays a list of options where the submitter can select exactly one. All options are visible at once, making it ideal for short lists of 2-5 choices - an absence reason, a priority level, or a category.
Properties
- Label
- The question or prompt displayed above the options.
- Options
- You can configure the options using one of the following methods:
- List: Manually add, remove, or reorder a list of options in the Properties panel.
- Logic: Write an expression to pull options from a dataset or another form field.
- Key Value: Use Key Value to match shorter keys with longer values, making it easier to reference complex options elsewhere in your form. For example, if you have an option like "Yes, please record my name under this group," but you want to refer to it as simply "Yes" in your workflows or notifications, you can set "Yes" as the Key and the longer text as the Value. This way, the form displays the full option, but you can work with a simpler label behind the scenes.
- Required
- When enabled, the submitter must select an option before submitting, and the field shows a red asterisk (*) on the form. The radio options themselves only turn red when the field is actually invalid, such as after a submit attempt with nothing selected.
- Horizontal
- Lays the options out side by side (inline) instead of stacked. Leave it off - the default - for longer option labels.
Pair Single Choice with a Show/Hide Field Rule to reveal follow-up fields. For example, selecting "Sick" on an absence form can reveal a File Upload field for a doctor's note.
Checkboxes
The Checkboxes component displays a list of options where the submitter can select one or more. Use it when multiple selections are valid - "select all that apply," choosing days of the week, or acknowledging several policy items.
Properties
- Label
- The question or prompt displayed above the options.
- Options
- You can configure the options using one of the following methods:
- List: Manually add, remove, or reorder a list of options in the Properties panel.
- Logic: Write an expression to pull options from a dataset or another form field.
- Key Value: Use Key Value to match shorter keys with longer values, making it easier to reference complex options elsewhere in your form.
- Required
- When enabled, the submitter must select at least one option, and the field shows a red asterisk (*) on the form. Individual checkboxes are styled as invalid only when the field is actually invalid, so optional checkboxes never appear in the red required state. Checkbox columns inside a form table follow the same rule: optional columns are no longer flagged as required.
- Horizontal
- Lays the options out side by side instead of stacked.
To require a minimum or maximum number of selections, add a validation rule to the field. There is no separate min/max setting in the Properties panel.
Dropdown
The Dropdown component presents options in a collapsible menu. It takes up less space than Single Choice, making it the better fit for lists with more than five options. Common uses include selecting a school, department, or state.
Properties
- Label
- The question or prompt displayed above the dropdown.
- Options
- You can configure the options using one of the following methods:
- List: Manually add, remove, or reorder a list of options in the Properties panel.
- Logic: Write an expression to pull options from a dataset or another form field.
- Key Value: Use Key Value to match shorter keys with longer values, making it easier to reference complex options elsewhere in your form.
- Required
- When enabled, the submitter must select an option, and the field shows a red asterisk (*) on the form.
- Hide Search
- Dropdowns include a search field by default, which helps submitters find a choice in a long list. Enable Hide Search to remove it - useful for short lists where search adds no value.
- Multi Select
- Lets the submitter pick more than one option from the dropdown.
Connect a dropdown to a dataset to keep options consistent across forms. When you update the dataset, every form that references it reflects the change automatically. This is especially useful for dropdowns as they usually contain many options. For example, use a dataset of school buildings so you don't have to type them out on each form.
If a Single Choice list grows past five options, convert it to a Dropdown in place instead of rebuilding it. The same works in reverse when a Dropdown turns out to have only two or three options.
True/False
The True/False (sometimes referred to as a "boolean") component renders a single checkbox and is perfect for simple yes/no or true/false questions. Use it for acknowledgments and agreements - for example, "I certify that the information above is accurate."
Properties
- Label
- The label displayed above the field.
- Text
- The statement shown next to the checkbox - the wording the submitter is agreeing to.
True/False has no built-in Required toggle, so it never shows the red asterisk. To force the box to be checked before submitting (common for policy acknowledgments), add a validation rule. The checkbox only takes on the red invalid styling once that rule fails. In formulas and Show/Hide Field Rules you can reference the field directly by its name, since it stores a true/false value. True/False is not a compatible type for in-place conversion, so it cannot be converted to or from the other choice components.