Displaying Yes/No Fields on Mobile Devices
When creating a Yes/No field for an object, admins can choose whether to display the field as a check box or as Yes and No options. Displaying Yes/No fields in either format is supported on mobile devices, ensuring consistency across platforms.
Displaying Yes/No fields as check boxes is supported in all areas of Vault CRM. However, displaying Yes/No fields as Yes and No options is only supported in object layouts and related lists, as well as the following areas:
- Call report
- Account wizard
- Orders
Who can use this feature?
- iPad Users
- Users do not require an additional license
- End Users
Configuring Yes/No Fields for Mobile Devices for
End Users
To configure a Yes/No field for mobile devices:
- Navigate to Admin > Configuration > Objects.
- Select the appropriate object.
- Select the Fields tab.
- Select the appropriate Yes/No field.
- Select Edit.
- Select Show as checkbox in the Options section to display the field as a check box or deselect the option to display the field as Yes and No options.
