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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”
ai_descriptionHint for IntelligenceStringOptional”Which services the customer selected”
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"}
  ],
  "ai_description": "Which insurance and financial services the customer has selected or is interested in"
}

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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"}
  ],
  "ai_description": "Which documents are required for this case, typically listed in requirements section or document checklist"
}

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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"}
  ],
  "ai_description": "Geographic regions or areas where insurance coverage is required"
}

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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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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:
FieldAI 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.

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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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