Using the Checkbox element

Use the Checkbox element in the form builder to enable users to select multiple options in a form during bot runtime.

When working with check box outputs, the process builder should apply the following format when mapping keys to options.
A check box output will be a dictionary variable(var) that pairs key:value
Key is the option ID.
Value is a boolean (false = not selected).
The option ID is set by the system as: CheckBoxGroupX_Y
CheckBoxGroupX is defined by the check box group ID (see in Form Builder).
Y is the order of the option.
Example: CheckBoxGroup0_0 The first option of the CheckBoxGroup0 element.
This check box output variable can be set to direct the flow of bots in the process
Ex. key1:true then bot1, key1:false then bot2

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click an existing form or click Create new > Form.

    The form builder page appears.

  3. Drag Checkbox into the form.
  4. Enter the name of the element in the Element label field.
  5. Optional: Enter the hint text and tooltip for the check box element.
  6. Use the Checkbox content fields to add multiple check boxes and enter a name for each one of them.
    For example, if you are creating a sales chart form, use this field to add three check boxes and enter Product 1, Product 2, and Product 3.
  7. Optional: Enable any of the following Advance behavior options:
    • Select the Make field required check box to ensure users select this element during bot runtime.
    • Select the Make field uneditable check box to make the element a read-only option.
    • If you have multiple check boxes in the form and want a default selection during bot runtime, select the Make default selections check box, and select the necessary option.
  8. Use the Formatting field to set the vertical or horizontal layout of the check boxes.
  9. Optional: Click one of the following options:
    • Reset: Clears all the element customization and sets the default.
    • Delete: Deletes the selected element.
  10. Click Save.