Web forms provide Checkbox group element that enables selection of single or multiple options. When using a picklist field, you can use a dropdown box in your form but also use a checkbox group. In the same way you can use checkbox group for multi select picklist field. Below are the settings you see after adding checkbox group element to the web form.
General
- Field label : Label of the Checkbox group form element you wish to capture through web form.
- Field Description : A description of the Checkbox group form element, typically providing details on the kind of data it captures.
- Data Sources : Create Data Sources to extract data from Salesforce. These Data Source will appear here. Let’s say if you want to display Contact(with all the information like First Name, Last Name, LeadSource and so on). You need to fetch that data by creating SOQL Data Source on Contact object and supply the data to the form using this Data Source.
- Field API Name : Select the Data Source field(LeadSource, in the above example) to map your Checkbox group form element here.
- Datasource Picklist Translation : You can find more information on how to create picklist translation Data Source here. Create Data Source for the picklist/muti select picklist field you wanted to map the Checkbox group form element. Once you map that field to the checkbox group form element, then the system will automatically map Datasource Picklist Translation to the created Data Source.
- Key : Each form element you add to your web form has a unique, automatically generated value. That is visible here.
- Transient : If enabled, field will not be saved in Salesforce after submitting the Web Form.
- Disabled : If enabled, then you cannot edit the field, and data will not be submitted. Takes precedence over read only.
- Read Only : If enabled, then you cannot be edit the field, and data will still be submitted.
Condition
- Hide if: If you need to hide your Checkbox group field under certain conditions, then you can mention such conditions in Hide if editor of Checkbox group form element.
Layout
- Columns: By default, this is Auto, meaning that you divide the form based on the number of form elements you add in a single row. You can change it according to your business needs, so that you divide the form into the number of columns mentioned here.
- Options Direction : You can choose to align options horizontally or vertically.
Option Source
- Static defines a constant, predefined set of form options.
Static Options: You can create Static options here, where you can give the Label and Value for the options accordingly. - Input data defines options that are populated dynamically, adjusting based on variable data for flexible responses to different conditions or inputs.
Dynamic Options: Define which input property to populate the values from.
Input Values Key: The input property may be an array of simple values or alternatively follow this schema:[ { "label": "dollar", "value": "$" } ]
- Expression defines options that are populated from a FEEL expression.
Options Expression: Define an expression to populate the options from.
The expression may be an array of simple values or alternatively follow this schema:[ { "label": "dollar", "value": "$" } ]
Validation
- Required : If your Checkbox group input is mandatory for your form to save, then enable this.