Switch (Yes/No) Field

The Switch field captures a yes or no answer with a single toggle. This article covers how to add a Switch field, choose its default answer, and configure its settings.

How the Switch field works

A Switch field shows a toggle next to its label. Users tap the toggle to switch between No and Yes. The answer saves as true or false in the submission.

For example, a work order can ask Area Clean? at the end of a job. The technician turns the switch on when the area is clean.

A switch always has an answer, so it can't tell you that a question doesn't apply. When not applicable is a valid answer, use a Yes/No/NA field instead.

Add a Switch field

In the Form Builder, select Add Fields in the side bar.
Under Yes/No, select Switch to add it after the selected field. You can also drag it onto the canvas where you want it.

The field appears on the canvas as Switch Field, and its field settings open on the General tab.

Choose the default answer

In Field Label, enter the question users see, for example Area Clean?
Under Switch Settings, select a Default Value. Select No to start the switch off, or Yes to start it on.

Configure the field

Use the General, Behavior, and Appearance tabs in Field Settings to control how the field works.

Tab	Setting	What it does
General	Field Label	The question users see on the form
General	Field Key	The key that identifies the field in submissions, rules, and calculations
General	Default Value	The answer the switch starts with, Yes or No. The default is No
General	Required Field	Users must answer before they can submit the form
Behavior	Hide Field	Hides the field in the app
Behavior	Hide Field Label	Shows the switch without the field label
Behavior	Exclude From Reports	Leaves the field's value out of reports. The value stays in the submission data
Behavior	Enabled	When off, the field is grayed out and users can't change it
Behavior	Capture GPS Location	Records the GPS coordinates from when the field was last changed
Behavior	Capture Timestamp	Records the date and time the field was last changed
Behavior	Field Rules	Shows, hides, or changes other fields based on the answer
Appearance	Background Color	Gives the field a color. Learn more about alert types

Select Save Draft to save your changes. Users see them after you select Publish.

Set up the field with the Assistant

You can also ask the Assistant to add a Switch field or change its settings.

Select Assistant in the side bar.
Describe what you want, for example Add a Switch field called Area Clean after Description and make it required.
Send the message.

The Assistant can add the field, make it required, and add a field rule. For example, it can show a comment field when the answer is No. Set the Default Value in Field Settings.

To work on one field, select the Assistant icon on the field. Then choose an action such as Configure Rules.

Note
Assistant changes aren't saved until you select Save Draft.