Checkboxes

The Checkboxes field lets users select one or more options from a visible list. Unlike Radio or Dropdown fields, multiple selections are allowed at the same time.

What it is

A Checkboxes field displays all options as individual checkboxes. Users can check as many as they want - or none at all if the field isn't required. All options are visible at once, so users can quickly scan and check off whatever applies. You define the options yourself and can set one or more as pre-checked defaults.

When to use it

Services selected by a client - check off which services apply to a client record (e.g., Bookkeeping, Tax Filing, Payroll)
Features included in a package - track which features are part of a subscription or order
Tags or categories - assign multiple categories to a single record
Skills or certifications - mark which skills apply to an employee or contractor record
Equipment or materials - list what's included with a job or project

Working with options

Options are entered as a comma-separated list and are case-sensitive. For example: Bookkeeping, Tax Filing, Payroll.

Once an option is saved and records are using it, you cannot rename it. If you added Tax Filing but later want to call it Tax Preparation, these are treated as two different values - existing records will still show Tax Filing. To migrate records to the new value, you can either use the API to update them in bulk, or filter your records by the old value and update each one manually.

Plan your option values carefully before you start entering data. Renaming a value later requires updating every record that uses it.

Settings

Options - enter your list of choices; separate each option with a comma or press Enter after each one
Default Value - choose which option(s) are pre-checked when a new record is created
Label - the name shown above the field in forms and layouts
Required - prevents saving the record unless at least one option is checked
Conditional - show or hide the field based on another field's value

Example

In a home services app, you add a Checkboxes field labeled Services to your Clients object type. Your options are Lawn Mowing, Hedge Trimming, Fertilizing, Leaf Removal, and Snow Plowing. When onboarding a new client, your team checks off all the services that client is signed up for. One client might check three options, another might only check one - and each client's record shows exactly what they're paying for.