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Version: 8.1

Set up a Checkbox field

Level: beginner

Use Checkbox fields to manage boolean data, for example, stating user consent or specifying whether to turn a specific option or on off.


Set up a Send request updates via email checkbox field on the request page.

Fig. 1 Set up a Checkbox field
Fig. 1 Set up a Checkbox field
  1. Drag a Checkbox field to the canvas and open the field setup area.
  2. Enter “Send request updates via email” in the Title parameter. You can click the button to the right to localize the title to other languages you are going to use in the app. Learn more about localizing Freedom UI elements in a separate article: Localize a Freedom UI element.
  3. Review the unique name Creatio uses to add a column in the Code parameter. The parameter is populated automatically. You can specify a custom code that starts with the prefix specified in the “Prefix for object name” (“SchemaNamePrefix”) system setting (by default, “Usr”) if needed. This helps no-code creators and software developers to grow and maintain the app easier. For this example, change the code to “UsrRequestEmailUpdates.”
  4. View the field format in the Format parameter. Only “Boolean” value is available.
  5. Enter internal information about the field that helps to understand its functionality in the Description parameter. Creatio displays this information in the Object Designer. For this example, enter “Whether requester wants to get notified on request status via email.” You can localize the description similarly to the title.
  6. Clear the Copy this value while copying records checkbox to prevent Creatio from copying the field value to the record copy in the list. This option is useful for fields that contain system values, auto-populated data, or unique record data.
  7. Select the Read-only checkbox to make the field read-only. For this example, leave the checkbox clear.
  8. Click the or button in the Visibility group to make the element visible or invisible by default on the page, respectively. For this example, leave the field visible.
  9. Click Setup conditions in the Visibility group to set up element business rules. For this example, do not add business rules. Learn more about setting up business rules in a separate article: Set up business rules.
  10. Specify the position of the title relative to the field in the Title position parameter. For this example, select “Left.”
  11. Enter Title on page parameter if the title on the page must differ from the title in Creatio. For this example, enter “Update me via email.” You can localize the title on page similarly to the title.
  12. Enter the tooltip that contains a hint on how to fill out the field in the Tooltip parameter. After you fill out the parameter, Creatio displays the icon next to the field. Hold the pointer over the icon to view the tooltip. For this example, leave the parameter empty. If you fill out the parameter, you can localize it similarly to the Title parameter.
  13. Change the data source in the Data source parameter. For this example, use the original data source.
  14. View the unique field code in the page schema in the Element code parameter. Creatio uses this code in page schemas. You can change it if needed. This helps software developers to customize the app easier, especially if you have multiple similar fields on the page. For this example, leave the code as is.

As a result, Creatio will add the Send request updates via email checkbox field to the request page.

See also

Overview of Freedom UI Designer and its elements

Set up the app UI

Set up business rules

Localize a Freedom UI element