Form Design - Do you change contact method options from default option group to checkboxes?
Updated by Brady Stroud [SSW] 1 year ago. See history
123
As per our rule Do you know when to use CheckBox?. Checkboxes should be used instead of the option group since the answer is a boolean type.
<imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "badExample", figure: 'Bad Example - By default CRM uses option group for contact\'s and account\'s contact methods.', shouldDisplay: true }} src="/uploads/rules/form-design-do-you-change-contact-method-options-from-default-option-group-to-checkboxes/CRMContactMethods.jpg" />You can change the option group to checkboxes by:
- From CRM, go to Settings | Customizations | Customize Entities
- Double-Click "Contact" entity
- Click "Form and Views"
- Double-Click "Form" to edit contact form
- Click "Administration" tab
- Select a contact method field, i.e. Email
- Click "Change Properties"
Figure: Select and change the email field's properties.
- Click "Formatting" tab
- Change layout from "Two Columns" to "One Column" and select "Check box" as control formatting
Figure: Change layout and control formatting of email field to one column type and check box.
- Repeat steps 6-9 for other contact method
- Repeat steps 3-9 for account entity
✅ Figure: Good example - Checkboxes are used for contact methods because they're clear and simple.
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