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      Adding a Toggle Input to a Form

      How to add a Toggle input to a form

      Toggles, also known as on/off switches, are used when a single on/off, or true/false type of response is needed. You could use a single checkbox with a blank option, but using a toggle is a better option when a single checkbox is needed, such as for Yes/No questions. Toggles are available in advanced forms and basic forms and can be used in data sets, data maps, dynamic tables and static tables. 

      1. From the Input menu in the Form Designer, click Toggle.
      2. Click (Edit) to open the Edit Toggle window.
      3. On the Settings tab, mark Required to make the toggle required.  Mark Read-Only to make the toggle read-only. Mark Hidden to hide the toggle. Mark Used for Personal Data if the toggle is used for personal data.
      4. Enter a label for the toggle. Typically, this is a question that the toggle's values answer.
      5. In the Tooltip field, enter the tip/hint you may want to include for the toggle. 
      6. Enter a value for when the toggle is off and a value for when the toggle is on. Be mindful when entering the off and on values because they may be necessary for reporting to the backend system. For example, when the toggle for "Does Customer Approve Work Performed?" is on, "Yes" may not be a database value, but "True" is. 
      7. Mark options as a default for the toggle. 
        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 Default Value to default the toggle's value on.

        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.

      8. Click the Styles tab to specify the style settings for the toggle. See Using the Styles Tab for more information. 
      9. Click the Validations tab to create a validation for the toggle. See Creating Field Level Validations for more information. When using validations, "Value" is selected as the Value Type and the applicable values that are set up are displayed.  
      10. Click the Field Condition tab to create a condition for the toggle. When using field conditions, "Value" is selected as the Value Type and the applicable values that are set up are displayed.  
      11. Click OK to save your entries. Click Cancel to close the Edit Toggle window without saving changes.
      12. Click (Preview) to view how the toggle input will look in the app.