Include and use predefined options (roles)
Predefined options are used as an alternative to typing your own options for radiobutton, checkbox and select (dropdown) fields.
There are 2 types of predefined options you can include:
| Dynamic information from within Kotive | Miscellaneous |
|---|---|
| People | Salutations |
| Organizations/teams | Days of the week |
| Roles | Months of the year |
| Timezones | |
| Countries | |
| Countries with code | |
| Satisfaction | |
| Importance |
How to add a list of roles as predefined options in checkboxes
This Workflow App’s roles will be displayed. Learn how to add and manage roles.
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Within an existing form, click the “Add a new field” button. Select ‘Checkboxes’ as the type of field. Give the field a label.
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Instead of typing in custom options, click the ‘Switch to predefined options’ button.
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Select ‘Roles’ from ‘within the current organization/team, show…’
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Tick if this is a required field. Fill in any help text that will assist the end-user when filling-in your form. Done.
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In the Designer the ‘Select a role’ checkbox field now shows a text description of what will be displayed in the form when a person views it.
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When using the workflow, a list of the Workflow App’s roles will be shown as checkboxes.
Next: learn how to add other predefined options such as people, organizations/teams and miscellaneous options to your workflows.
