Radio button

Radio button

A radio button allows the user to choose only one option from a set of options. These options do not overlap i.e. are mutually exclusive. Radio buttons should be used when selecting Gender selection (Male or Female), type of bank account to be opened (Savings or Current).

Create a Radio button

To create a Radio button:

  1. Click on the ‘Radio Button’ in the top-most row of the Editing Tools

  2. For creating radio button for the first time in the template, 

    1. Select New Group

    2. Enter Group name

    3. Enter your Radio button in ‘Value’ input box

    4. Click ok

  3. To add another Radio button in an existing group

    1. Follow steps of 2 but select the desired group from the drop-down you want the new ‘Radio button’ to appear under 

  4. To add a Checkbox, but in a new group

    1. Follow steps of 2 but select ‘New Group’ (Step 2.a.) and assign the new group name (Step 2.b.)

More Options

  • Keep selected by fault: Makes the concerned value as the default selected option for its group while filling in the template. Note - The sender/signer (if allowed) can still de-select it manually.

  • Make field mandatory: Makes the concerned value as the default selected option for its group while filling in the template.

After you are done creating Radio buttons, you can preview them by clicking the ‘Preview’ button in the bottom-left corner

Edit a Radio button

To change the name (‘Value’) or the group of an already created checkbox:

  1. Right-click on the Radio button created in the Display Area OR place your cursor next to the Radio button to change in the Display Area and click on the ‘Radio button’ in the top-row of the Editing Tools

  2. After the Radio button pop-up window opens

    1. To change group: Select new group you want to move your ‘value’ to

    2. To change name: Enter the new name

    3. Click Ok

Important things to note

  1. Each Radio button creation process only creates one radio button item at a time 

    1. For example, you cannot enter ‘Male; Female’’ and create two Radio buttons. This will create just one Radio button called ‘Male; Female’. To create two separate Radio buttons, follow the steps outlined in ‘Create a Radio button’ above two times. 

  2. The Radio button creation process only creates the 🔘 button in the display area. For example, if you create a Radio button of gender with ‘Female’, the display area will only show 🔘 button. You will manually have to go write ‘Female’ against the 🔘 button.

  3. In case ‘New group’ is selected from the drop-down and an existing group name is entered the system will give the following error, “Group name already in use”.

Best practices with Radio buttons

  1. Give separate groups to Radio buttons located in different areas of the document. For example, in the below screenshot, the Radio buttons have been separated by some body text.  

But, all Radio buttons have been grouped under the same Head since they shared the same Group Name. This is NOT a suggested practice.

The correct way to group would be to create different (unique) group names for the second level of Radio buttons, as shown in the screenshot below.

Preview and final output

Below is how the radio buttons will look in the drafting and final filling stage respectively:

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