Checkbox
Solution No. 78
The Checkbox object inserts a checkbox into a field cell.
So Where Would We Use It?
Checkboxes are used when answering yes/no questions, such as if a job is complete or if an activity is recurring.
Add a Checkbox
A checkbox can be added to a screen from the Toolbox on the design screen page. To add a checkbox, follow these steps:
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Click Add Objects from the Toolbox.
3. Click and drag the Checkbox object to the desired cell in the design screen.
4. Release the mouse button.
5. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Edit a Checkbox
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Click Add Objects from the Toolbox.
3. Add a Checkbox or go to an existing Checkbox in the design screen.
4. Click Edit in the upper-right corner of the Checkbox object.
5. The Checkbox Properties Wizard appears. The wizard is divided into 2 steps as follows:
Step 1 of 2: Checkbox Properties
1. Enter Caption.
2. Select Caption Location from the dropdown list.
The choices are:
A. Top
B. Left
C. Right
D. None
3. Check the Default value box to have the checkbox pre-populated as checked on the screen; uncheck the Default value box to have the checkbox pre-populated as unchecked on the screen.
4. Click Formatting (click to show) Options to show formatting features, or Advanced Options (Click to show) for advanced options otherwise click Next and proceed to Step 2 of 2: Checkbox Actions.
If you opted to show Formatting (click to show), you can:
1. Select Caption forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
2. Select Caption backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
3. Check the Use default font size box to use the pre-assigned font size selected for your Method account; uncheck the Use default font size box and manually enter a font size in the corresponding field.
4. Check the Underlined box for the caption to be underlined.
5. Check the Italic box for the caption to appear in italics.
6. Check the Bold box for the caption to appear in bold.
7. Select the Alignment
The Choices are:
1. Left
2. Center
3. Right
8. Click Next
If you opted to show Advanced Options (Click to show)
1. Check the Hidden box if you wish for the object to be hidden from the screen.
2. Check the Read Only box if you wish to not allow the object to be edited.
3. Enter Hover Help Tip, if applicable.
4. Click Next.
Step 2 of 2: Checkbox Actions
1. Fill the Add Action or Copy Action button.
2. Select Event from the dropdown list, by default the only option is Click.
3. Select Action from the dropdown list.
4. Click Add Action (See Method Actions Reference Guide for assistance).
5. Click Finish.
6. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen. but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Delete a Checkbox
1. Follow the steps to Edit an Existing Screen.
2. Find the checkbox you wish to delete in the design screen.
3. Click the ‘X’ in the upper-right corner of the checkbox you wish to delete.
4. Click OK when prompted to confirm.
5. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, clickSave & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then selectCancel.
Change the Checkbox Size
1. Follow the steps to Edit an Existing Screen or Add a New.
2. Add a Checkbox or go to an existing Checkbox in the design screen.
3. Click the ‘<->’ icon in the upper-right corner of the Checkbox you wish to resize. With each click, the Checkbox will grow to occupy the cell to the right. Once the Checkbox has occupied all cells in its row, the next click will decrease the Checkbox size to only the cell it was originally placed in.
4. To finish select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
| Created by | John C. on | Nov-19-2012 |
| Last modified by | John C. on | Nov-19-2012 |
