Multiple Choice Field

The Multiple Choice field allows users to select multiple items from a predefined list of options. This field type displays as a checkbox group where users can check any combination of the available options. Use Multiple Choice fields when you need to collect multiple selections from a fixed set of possibilities — services required, features selected, categories, interests, or any scenario where “select all that apply” is appropriate.

When to Use

Use Multiple Choice fields for:

Services or products selected
Features or options enabled
Categories or tags
Interests or preferences
Coverage types or insurance products
Document types required
Affected areas or departments
Applicable regulations or requirements

Consider alternatives:

Use Choices for single selection only
Use Checkbox for a single yes/no option
Use Text for free-form input

Configuration Options

Option	Description	Type	Default	Example
`key`	Unique identifier	String	Required	`services_required`
`name`	Display label	String	Required	”Services Required”
`description`	Help text for users	String	Optional	”Select all services you need”
`options`	Array of available options	Array	Required	See below
`min_selections`	Minimum selections required	Number	`0`	`1`
`max_selections`	Maximum selections allowed	Number	None	`3`
`visibility`	Display setting	String	`always-visible`	`hide-when-empty`
`section`	Section this field belongs to	String	None	Section UUID

Options Configuration

Each option in the options array:

Property	Description	Type	Required	Example
`value`	Internal value stored	String	Yes	`health_insurance`
`label`	Display text shown to user	String	Yes	”Health Insurance”

Examples

Services Selection

Allow multiple service selections:

{
  "key": "services_required",
  "type": "multiple_choice",
  "name": "Services Required",
  "description": "Select all services you need",
  "min_selections": 1,
  "options": [
    { "value": "life_insurance", "label": "Life Insurance" },
    { "value": "health_insurance", "label": "Health Insurance" },
    { "value": "property_insurance", "label": "Property Insurance" },
    { "value": "liability_insurance", "label": "Liability Insurance" },
    { "value": "pension_planning", "label": "Pension Planning" }
  ]
}

Document Types

Select required documents:

{
  "key": "required_documents",
  "type": "multiple_choice",
  "name": "Required Documents",
  "description": "Select all documents you need to submit",
  "options": [
    { "value": "id_card", "label": "ID Card or Passport" },
    { "value": "proof_of_address", "label": "Proof of Address" },
    { "value": "bank_statement", "label": "Bank Statement" },
    { "value": "tax_return", "label": "Tax Return" },
    { "value": "employment_contract", "label": "Employment Contract" }
  ]
}

Coverage Areas

Select applicable coverage:

{
  "key": "coverage_areas",
  "type": "multiple_choice",
  "name": "Coverage Areas",
  "description": "Select all areas where coverage is needed",
  "max_selections": 3,
  "options": [
    { "value": "europe", "label": "Europe" },
    { "value": "north_america", "label": "North America" },
    { "value": "asia", "label": "Asia" },
    { "value": "africa", "label": "Africa" },
    { "value": "south_america", "label": "South America" },
    { "value": "oceania", "label": "Oceania" }
  ]
}

Validation

Multiple Choice fields enforce selection validation:

Selection Count

min_selections - Minimum required selections
max_selections - Maximum allowed selections
User must select within range to proceed

Option Validation

User can only select from predefined options
No free-form input
Ensures data consistency

Common configurations:

Configuration	Use Case
`min: 1`	”Select at least one”
`min: 1, max: 3`	”Select 1-3 options”
`min: 0`	Optional selections (default)
`max: 5`	Limit selections

Stored Values

Multiple Choice fields store an array of selected values: Example stored data:

{
  "services_required": [
    "life_insurance",
    "health_insurance",
    "pension_planning"
  ]
}

Empty state:

{
  "services_required": []
}

This format enables easy checking in automations and data processing.

Multiple Choice in Automations

Multiple Choice fields enable conditional logic based on selections: Check if specific option selected:

{
  "condition": {":in": "life_insurance", "{data.services_required}"}
}

Check if any selection made:

{
  "condition": {":gt": {":len": "{data.services_required}"}, "0"}
}

Check if multiple selections:

{
  "condition": {":gte": {":len": "{data.services_required}"}, "2"}
}

Trigger based on selection:

Show additional steps for specific services
Route to specialist based on selections
Calculate pricing based on options selected
Send targeted information based on interests

Learn more about Automations →

Best Practices

Keep option lists focused:

3-8 options is ideal
More than 12 options becomes overwhelming
Group related options logically
Order by frequency of use or alphabetically

Use clear labels:

Labels should be self-explanatory
Avoid jargon or abbreviations
Be consistent with terminology

Consider min/max:

Use min: 1 when at least one selection required
Use max to prevent over-selection
Most use cases don’t need max limit

Name the field as a question:

“Services Required” → clear what to select
“Select Your Preferences” → action-oriented
Avoid vague labels like “Options”

Value vs Label:

Use short, technical values (life_insurance)
Use friendly, readable labels (“Life Insurance”)
Values are used in code, labels shown to users

Default selections:

Usually best to have no defaults
Let users make explicit choices
Pre-selecting can create unwanted selections

Choices

Use for single selection from options

Checkbox

Use for single yes/no option

Text

Use for free-form input without predefined options

Data Schema Overview

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Workspace

Penbox Agent

Cases

Forms

Penscript

When to Use

Configuration Options

Options Configuration

Examples

Services Selection

Document Types

Coverage Areas

Validation

Selection Count

Option Validation

Stored Values

Multiple Choice in Automations

Best Practices

Choices

Checkbox

Text

Data Schema Overview

​When to Use

​Configuration Options

​Options Configuration

​Examples

​Services Selection

​Document Types

​Coverage Areas

​Validation

​Selection Count

​Option Validation

​Stored Values

​Multiple Choice in Automations

​Best Practices

​Related Field Types

Choices

Checkbox

Text

Data Schema Overview

When to Use

Configuration Options

Options Configuration

Examples

Services Selection

Document Types

Coverage Areas

Validation

Selection Count

Option Validation

Stored Values

Multiple Choice in Automations

Best Practices

Related Field Types