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Documentation Index

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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.

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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

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Configuration Options

OptionDescriptionTypeDefaultExample
keyUnique identifierStringRequiredservices_required
nameDisplay labelStringRequired”Services Required”
descriptionHelp text for usersStringOptional”Select all services you need”
optionsArray of available optionsArrayRequiredSee below
min_selectionsMinimum selections requiredNumber01
max_selectionsMaximum selections allowedNumberNone3
visibilityDisplay settingStringalways-visiblehide-when-empty
sectionSection this field belongs toStringNoneSection UUID

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Options Configuration

Each option in the options array:
PropertyDescriptionTypeRequiredExample
valueInternal value storedStringYeshealth_insurance
labelDisplay text shown to userStringYes”Health Insurance”

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Examples

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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" }
  ]
}

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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" }
  ]
}

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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" }
  ]
}

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Validation

Multiple Choice fields enforce selection validation:

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Selection Count

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

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Option Validation

  • User can only select from predefined options
  • No free-form input
  • Ensures data consistency
Common configurations:
ConfigurationUse Case
min: 1”Select at least one”
min: 1, max: 3”Select 1-3 options”
min: 0Optional selections (default)
max: 5Limit selections

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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.

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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 →

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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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