Use Case:
This feature allows you to block certain options on a multi-select checkbox list when a certain selection was already within a form
Ex: If you would like to add a question to the profile update page asking portal users on what social media they have seen you on with the following options:
- None of the above.
In this example you would like portal users to be able to make more that one selection but they cannot combine the None of the above option with any of the other three options.
This feature allows you to block the three social media options when None of the above option is selected and blocks the None of the above option when any of the three social media options are selected.
Setting up question:
For General form setup instructions please refer to the Cobalt Form Creation Wizard article.
- Navigate to the Advanced Settings and open the forms section
- On an existing or new form open the Form record
- Click the ellipses on the top right and select Launch Designer
- When the designer opens, below the Add Controls(Unmapped) section select the "Static Multi-Select(checkboxes) option
- Click the Add Control button
- You will see a new question appear on the left hand side title "Click to Configure"
- Select the Edit... link
- When you reach the question editing page, update the Question Label and any other field in the General Options/Advanced Settings page as needed
- Begin to add the Answers and ensure you add one that is going to cause the other options to become unselectable when choosing that option (Ex: None of the above)
- Click Save beside each answer, once for each option
- Click the Save Question on the bottom of the page
- Once you return to the main page of the form designer click Save and Close
- Refresh the page and navigate to the newly created page from the Pages subgrid
- Similarly to the last steps, on the page record, open the newly created section from the sections subgrid
- Once again, on the page record, open the newly created question record from the questions subgrid
- On the question record, verify the answers you set up are visible on the Answers subgrid
- On the Unique Selection Options field, add the name(Value) of the answer that will cause the other options to become unselectable when choosing that option
- Save the record
- The form is now ready.
- Utilize this form in your desired section on the portal
- For this example this newly created form will go to the Profile Update form on the Settings record
- To get to this record go to Advanced Settings -> Settings
- Using an Active contact, Impersonate
- On the Portal go to the section you have utilized the form on. For this example: Update your Profile
- When the newly created question is reached, select any of the options
- You will see that the option set up as the Unique Selection option will become unselectable
- Unselect the options and select the answer set up as the Unique Selection option
- You will see that the other options are now unselectable
