Single and multi select fields are commonly used in Folio. This article explains how to set them up, and the different functionality you can add to these fields.
Creating a single or multi select field
Creating a single or multi select field is the same process as creating any other field, you select the type of field as a single or multi select.
| Single-select field | Multi-select field |
With both fields, you have the option to display the answers as check boxes/radio buttons, as buttons, or as a dropdown. If you choose the former option, you also have the ability to edit how they are displayed, in columns, and if so, how many columns.
| Button | One column | Six columns | Dropdown |
To add your answers, click the button below.
Type in your answers, with each new answer on a new line. When you are ready to add them all, press the Add button. The example below shows if you were to add all the states and territories of Australia to a single- or multi-select field.
This gives you the ability to copy and paste answers from other applications such as Word or Excel without having to type in each answer individually.
To sort the answers, click and hold the dots next to the answer and drag and place the answer to where you'd like it to display in the list.
When you are happy with your field, press the Create button to create the field.
Adding an 'Other, please specify' option
Often when creating a single- or multi-select field, it's best to give users the ability to choose an "Other, please specify" option where they can enter an answer that's different to those already provided. Folio has this ability inbuilt.
To create an 'Other, please specify' option, press the button illustrated below by first clicking on the arrow next to Add Answers.
You can delete this field by pressing the ellipsis button next to the field, and you can also edit the text inside the field by pressing the preexisting text, and editing it.
Please note that this ability is not able to be used when displaying answers in the dropdown - please choose the radio buttons/check boxes option instead.
Sorting answers alphabetically
If you want to sort your answers alphabetically, Folio has this function built-in. Press the button below the answers:
This will sort your answer values alphabetically, as shown in the example below.
Every single time you add a new answer, you will have to sort the answers again.
Adding advanced options to your field
There are other, more advanced options you can add to your single- or multi-select fields. To access them, press the ellipsis next to the answer.
Adding instructions to an answer
You can add instructions to a field that will appear when the field is selected. To do so fill in the instructions as shown below.
This will display on the Folio as shown below.
Setting a default answer
To set a default answer, press the Default option on the answer you would like to be the default.
This will display on the Folio as shown below.
| Buttons | Radio buttons/check boxes | Dropdown |
Adding a Freeform text field to answers
Folio has the ability to add a text field to answers if more information has to be specified. To do so, tick the box under the F column on the answer you would like to add a text field to.
This will display on the Folio as shown below.
Please note that this ability is not able to be used when displaying answers in the dropdown - please choose the radio buttons/check boxes option instead.
Lookup Field
Folio has the ability to have single- and multi-select fields look up different areas of Folio to populate fields with answers. Read more about this here