Use WPS Checkbox Field through 3 how-to topics: create a checkbox field, toggle checkbox status, and set a default checked state; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Checkbox Field | Free |
| 2 | 2. Toggle Checkbox Status | Free |
| 3 | 3. Set Default Checked State | Free |
How-to Guide
1. Create a Checkbox Field
Entry path: Click the + button on the right side of the header → open the field type list → select Checkbox
- Click the + button on the right side of the table header.
- In the field type list, select Checkbox.
- Enter a field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: A new checkbox field column appears in the datasheet.
- What you can do next: You can click cells in that column to check or uncheck them.
Tips While Using
- Common mistake: If the datasheet is not active, you may not see the add-field entry in the header.
- Environment note: This action needs to be performed inside a Smart Table datasheet.
2. Toggle Checkbox Status
Entry path: Open the target cell → click directly to switch the state
- Find the target cell in the checkbox field column.
- Click the cell to switch it between checked and unchecked.
- A checked state shows a check mark, while an unchecked state shows an empty box.
- Continue clicking other records as needed to update multiple rows.
Success Criteria
- Interface result: The checkbox state in the cell changes.
- What you can do next: You can continue updating other records in the same column.
Tips While Using
- Common mistake: Clicking a cell in another field will not change the checkbox state.
- Environment note: Make sure the current field type is Checkbox.
3. Set Default Checked State
Entry path: Right-click the field title → open Field Settings → enable Default Checked
- Right-click the checkbox field title.
- Select Field Settings.
- Turn on Default Checked.
- Save the setting so new records start in the checked state.
Success Criteria
- Interface result: The default checked option is enabled in field settings.
- What you can do next: New records in this field start as checked.
Tips While Using
- Common mistake: This option is not available in non-checkbox fields.
- Environment note: You need permission to change field settings.