Adding a Segmented Button Input

How to add a Segmented Button input

Segmented buttons are similar to radio buttons, in that you have multiple choices, where when you select one option, then select a different option the first option is unselected. However, unlike a radio button, you can select more than one option, and segmented buttons can have color. When an option is selected, a checkmark displays next to the selection on the form and the report. Segmented buttons are available on advanced forms and can be used in data sets, data maps, dynamic tables and static tables. 

Segment buttons have a minimum of 2 segments and a maximum of 5. Use short, concise wording on your button text. If your text is long, some options may be out of view on the device and users will need to scroll left and right to see all the options. 

The following outlines the best practices for using selection inputs. For more details, see Differences in Selection Inputs.

Input Type:	Example:
Checkbox Use when less than 7 options. All options display in app. Multi-selection. All options appear with selection marked on reports.
Lookup Use when more than 15 options. Search available in the app. Single or multi-selection. Only selected options are shown on reports.
Radio Use when less than 7 options. All options visible in app. Select one option only. Marking one option unselects another option. Only selected option is shown on reports.
Segmented Button Use when 2-5 options. Single or multi-selection. All options appear on reports, with color if applicable.
Select Use when 7-15+ options. Not all options visible. Uses very little space in the app. Single or multi-selection. Options containing long text may be cut off. Only selected options are shown on reports.

1. From the Input menu in the Form Designer, click Segmented Button.
   
2. Click (Edit) to open the Edit Segmented Button window.
   
3. If you want to use a data set for this segment button, toggle on Use Data Set, then select the data set and data set field to use. In the Connect Data Set and Form Data section, click + to set the connection between the form and the data set and filter the data set to be more specific to the form.
   When using a data set on a segmented button, the minimum of 2 and maximum of 5 segments is "ignored." This means that if your data set has less than 2 or more than 5 segments, the data set will be populated accordingly to ensure you are clear on what information is in the data set. If the segments are less than 2 more than 5, you may want to use a different input when using data sets.
4. On the Settings tab, mark Required to make the segmented button required. Mark Read-Only to make the segmented buttons read-only. Mark Hidden if you don't want the segmented button to appear in the app. Mark Used for Personal Data if the segment buttons are used for personal data. Mark Hide Label to hide the label for the segmented button.
5. Enter a label for the segmented button. When the Use Data Set toggle is on, this field defaults to the data set field's label, but you can change it. It is helpful to have a unique label when a data set is used on two different fields.
6. In the Tooltip field, enter the tip/hint you may want to include for the segmented button.
7. Mark Enable Multiple Selection to allow app users to select more than one segmented button option.
8. Toggle the Displayed Value is Different than Saved Value option on if you want the segmented button options to display differently than what's saved. Displayed values for segments need to be unique, however, saved values can be the same. 
9. Enter each segmented button option on a separate line in the Displayed Value field. 
10. Mark options as a default for the segmented button. 
    Toggle on Use Default Value, then select the options from the list you want to default when using the app. Defaults can be changed during form entry.
    

    Mark Enter Default Value to enter a default value.

    Mark Default Value from Another Field to default a value from another field. Then from the Select Form Field list, select the field you want to use to default from.

11. Click the Styles tab to specify the style settings for the segment button. See Using the Styles Tab for more information. 
12. Click the Validations tab to create a validation for the segmented button. See Creating Field Level Validations for more information.
13. Click the Field Condition tab to create a condition for the segmented button.
14. Click OK to save your entries. Click Cancel to close the Edit Segmented Button window without saving changes.
15. Click (Preview) to view how the segmented button input will look in the app. Notice a checkmark is displayed by the selection option.