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” |
ai_description | Hint for Intelligence | String | Optional | ”Which services the customer selected” |
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"}
],
"ai_description": "Which insurance and financial services the customer has selected or is interested in"
}
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"}
],
"ai_description": "Which documents are required for this case, typically listed in requirements section or document checklist"
}
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"}
],
"ai_description": "Geographic regions or areas where insurance coverage is required"
}
Validation
Multiple Choice fields enforce selection validation:
Selection Count
min_selections - Minimum required selectionsmax_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"]
}
{
"services_required": []
}
AI Descriptions
AI descriptions help Intelligence extract multiple selections from documents. For Multiple Choice fields:
Be specific about:
- What the selections represent
- Where options typically appear (checkboxes, lists, categories)
- How they’re labeled in documents
- The context for the selections
Good AI descriptions for Multiple Choice fields:
| Field | AI Description |
|---|
services_required | ”Which insurance and financial services the customer has selected or expressed interest in, typically shown as checked boxes or listed items in the application” |
required_documents | ”Which documents are listed as required for this application or case, often shown in a document checklist or requirements section” |
coverage_types | ”Types of insurance coverage selected, such as liability, property, health, etc., typically listed in the coverage section or policy summary” |
affected_areas | ”Which areas, departments, or categories are affected by this claim or request, usually listed in the impact assessment section” |
Mention how selections typically appear in documents (checked boxes, bullet lists, numbered items) to help Intelligence identify them correctly.
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}"}
}
{
"condition": {":gt": {":len": "{data.services_required}"}, "0"}
}
{
"condition": {":gte": {":len": "{data.services_required}"}, "2"}
}
- 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
