NextGen Knowledge Center

Insert Checkboxes

Before you begin

Ensure that the Enhanced checkbox option in the Preferences tab of the Template Properties window is selected to make the Extended tab and the Large Icon and Push checkboxes available in the General tab of the Insert Checkbox window.

You can log on as a KBM admin in Template Editor to modify the properties of NextGen® Adaptive Content Engine templates.

  1. Open Template Editor, drag CheckBox from the Fields toolbar to the template design area where you want to place it.
    The Insert Checkbox window opens.
    Insert Checkbox window opened with the General tab

  2. In Table, do one of the following:
    • To create a field native to the table associated with this template, leave the field blank.
    • To share fields with another template, select that template.
    • To create a local template field, select local.
  3. In Field, do one of the following:
    • To create a field, enter the field name.

      You can use up to 30 alphanumeric characters. You must not begin the name with a number or underscore, or include any spaces.

    • To share a field from another template, select the template from Table, and then from Field, select the field you want to use.
  4. In Type, enter alphabetic or numeric values.

    You can enter only integers or whole numbers for numeric values. NextGen Healthcare recommends that you use numeric as a standard selection for checkboxes.

  5. To change the length of the field, enter the value in Length.
    The default value is set to 0. For the Text type, you must set the value as 1.
  6. To position the field on the template, enter the appropriate numeric values to replace the current vertical and horizontal coordinates displayed in Position.
  7. To set the size of the checkbox and the associated caption, clear Auto Size and enter the dimensions in Size.
    Auto Size is selected by default.

    You can select Large Icon to configure the size of the checkbox to large icon.

  8. In Align, select Left, Center, or Right alignment.
  9. In Style, do one of the following:
    • Select Normal to enter data.
    • Select Read-Only to display data.
    • Select Required to allow saving the entire template.
  10. In Caption, enter the text to be displayed for the checkbox.
    You can select Left Text to position the caption on the left of the checkbox.
  11. In Values, do the following:
    • For Text, enter a capital Y for Checked or N for Unchecked.
    • For Numeric, enter 1 for Checked and 0 for Unchecked.
  12. To hide the field, select Hidden.
  13. To create a checkbox that can be in a checked, unchecked, or null state, select Tri-state.
  14. To apply a push-button functionality to the checkbox, select Push.
  15. Enter comment, if any.
  16. Enter a data type in the Item data field.
  17. Select Script It.
    The Script Clipboard window opens with the script of the label.
  18. Select Copy to Clipboard.
  19. Optional: In the Font and Color tab, set up properties for the font name, size, style, text, color, and background colors for the checkbox
  20. Optional: In the Advanced tab, copy data forward, use no zero decimals, attach audio or a list, or create a tooltip for the checkbox.
  21. Optional: In the Field Attributes tab, view the added attribute and values from the Attribute Setup.
    You can select the values from the list for the respective attributes. Boolean type attributes have a True or False option and numeric type attribute have integers from the minimum value to maximum value defined for the attribute.
  22. Optional: In the Extended tab, set up a custom image for the checkbox.
  23. Select OK and then select Save.
Insert Checkboxes