Overview
If your PDF report template contains checkboxes and you want the data from your forms to be represented in them, you can easily set this up in the Report Builder. Checkboxes are a great way to clearly show responses to multiple-choice options and help keep formatting consistent. If you're building a report using a PDF template that already has checkboxes on it, here's how you can map the data:
How to set up checkboxes on a PDF report template
If your PDF report template already has predesigned checkboxes:
In the Report Builder, select the field that you would like to map its data to the checkbox.
In the Field Settings menu, select Output Type > Single Value. Then, select the value from the Value drop-down list for which the checkmark will appear.
Resize (and/or reformat) the checkmark to fit over the corresponding checkbox for that value.
Repeat the process for all other checkbox values.
Example:
The field being added is "Was an issue found?"
When adding this field to our report template, it will appear as a delimited list by default (shown below).
We must now select the single value option in the Field Settings.
Under Value, we will select Yes for our first checkbox.
Now we can drag and adjust the box to our desired positions.
We can then repeat the steps for the No box.
If your report template does not have checkboxes
If there are no pre-designed static checkboxes in your report, there is an alternative way to add checkboxes:
Select your desired field.
In the Field Settings menu, select Output Type > Check List or Check List Horizontal.
