The Checklist field is used to capture multiple selections from a predefined list of options. You use it when users need to choose more than one value from a list. It works with Lookups to ensure all options are controlled and consistent across records.
Choose the Checklist type based on the data source used to populate options.
| Category Type | Description |
|---|---|
| Select Lookup | Choose a set of predefined values from Lookups. To do this, you must create a Lookup first. |
| Description | Sets additional information or instructions for the field. |
Note
This field includes all standard field properties. For details, refer to Form Field Properties. The additional properties specific to this field are listed below.
| Type | Mistake | Impact | Fix |
|---|---|---|---|
| Missing Lookup | Checklist used without selecting a Lookup | User cannot proceed further. Field throws an error | Create and select a Lookup |
| Unclear option names | Poorly named values | Wrong selections | Use clear and meaningful names |
| Using Checklist for single choice | Only one option needed | Confusing experience | Use Dropdown or Radio Button |
Note
Always configure a Lookup first. It drives the entire Checklist behavior and prevents invalid data selection.