Symptoms / Need

Users designing forms in Wolkvox CRM need to include fields that allow them to select one or more predefined options, but they're unclear about which type of field to use or how to configure it correctly.

Context / Scenarios

Many CRM forms require users to select values from predefined lists, either to standardize information, facilitate data entry, or limit the available options. wolkvox CRM offers several types of selection fields to suit different needs: single selection, multiple selection, drop-down list display, radio buttons, and more.

Answer (Solution / Recommendation)

The following describes the types of selection fields available in wolkvox CRM and how to configure them:

List type field

Use: Allows you to select a single option from a drop-down menu.

Additional settings:

Default Options: Type each option and press Enter to add it.

Initial Value: You can select an option that will appear pre-selected when creating a new record.

Checkbox type field

Use: Allows you to select one or more options using checkboxes.

Additional settings:

Default Options: Type each option and press Enter to add it.

Radio Option type field

Use: Allows you to select a single option, but is displayed as radio buttons.

Additional settings:

Default Options: Type each option and press Enter to add it.

Field of type Multi-select list

Use: Allows you to select multiple options from a drop-down list.

Additional settings:

Default Options: Type each option and press Enter to add it.

List users type field

Use: Displays a drop-down list of CRM users to select from.

Additional Settings: No additional fields.

All of these fields include common settings such as:

• Field name.
• Field type.
• Required field (switch to make it required).
• Information field (user help text).