Adding a Segmented Button to a Form

How to add a Segmented Button to a form

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.

To help determine the type of selection input you should use, see Best Practices for Selection Inputs and Differences in Selection Inputs.

From the Input menu in the Form Designer, click Segmented Button.
The segmented button is added to the form.
Click it to view the Segmented Button input slider.
In the Label field, enter a label for the segmented button.
Select the column span size for the segmented button.
Expand Input Options. In the Tooltip field, enter the tip/hint you may want to include for the segmented button. Toggle Required to make the segmented button required. Toggle Hidden if you don't want the segmented button to appear in the app. Toggle Used for Personal Data if the segmented button is used for personal data which can be used to delete specific data from a form. By checking this option, when using the Data Deletion page, non-personal data is kept for analysis, while deleting the personal data. Toggle Hide Label to hide the label for the segmented button
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.
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.
Mark Enable Multiple Selection to allow app users to select more than one segmented button option.
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.
Enter each segmented button option on a separate line in the Displayed Value field.
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.
Expand Style to specify the style settings for the segmented button. See Applying Styles to an Input for more information.
Expand Validations to create a validation for the segmented button. See Creating Field Level Validations for more information.
Expand Field Condition to create a condition for the segmented button.
Save your entries.
Click (Preview) to view how the segmented button input will look in the app. Notice a checkmark is displayed by the selection option.