This guide explains how to check (tick) or uncheck a checkbox within a form.
Guide to Checking or Unchecking a Checkbox
This procedure is performed within the edit screen of an item (for example, a Product, a Customer, or another Record) that contains custom fields.
1. Access the Additional Fields Tab
- While in the item's edit screen, look for and click on the tab titled Additional Fields (or the custom name assigned to the tab containing the field).
2. Locate the Checkbox
- Within the tab, scroll until you find the field of type "Checkbox".
- This field will be identified by its label (the name assigned to it, for example: "Activate Discount", "Public Visibility", etc.).
3. Check or Uncheck
- To activate the field (set the value to "Yes"), click on the empty box next to the label. A check mark will appear.
- To deactivate the field (set the value to "No"), click on the checked box. The check mark will disappear.
4. Save Changes
- After checking or unchecking the box, make sure to save the changes made to the record. Usually, clicking on the Save or Update button is sufficient (the button's location depends on the specific form).
