The Yes/No field in SmartSuite lets users select or unselect a state with various customizable display options, including images or toggles. This guide explains how to create, customize, and use the Yes/No field effectively.
Plan Availability | All plan types |
Permissions | Solution Managers and Administrators: Can create and configure Yes/No fields. |
Related Reading |
Adding a Yes/No field
From Grid View
Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."
Select "Yes/No," and a window will open to configure the field. You can also search for a quick find.
From Record View
The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.
See a Yes/No field being added in Edit Record View below:
Customizing the field
Solution Managers have plenty of display formats to choose from with the Yes / No field. Selected colors apply to any of the display options.
Simply click into the cell or click enter when hovering over to change to the selected state.
If the display type is a toggle format, you can select and unselect by clicking inside the cell and clicking on the toggle icon image or hitting enter on your keyboard.
Using the Yes/No Field
The Yes/No field in SmartSuite can be used in various scenarios. For example, it can be used in forms sent to clients, where their response to a question can trigger changes in subsequent questions.
It can also be used for workflow automation, where certain actions are performed based on the user's selection of "yes" or "no".
Examples of Use
Set Flags for Saved Views
The Yes / No field is particularly useful in creating saved views, allowing members to sort, filter, group, and Spotlight records with binary values.
In a sea of competing priorities and finite resources, it may be helpful for product managers to flag features to include in a product release (like we do at SmartSuite).
FAQ
Can you select multiple Yes/No fields at once?
Yes, you can use our Grid View fill handle to fill subsequent record values.
Can you automatically update the value of a Yes/No field?
Yes, you can accomplish this by using automations. For example, whenever a Status field changes from Ready to Review to Approved, the Ready for Publish Yes/No field changes to Yes.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: A marketing team needs to flag completed campaign tasks.
Solution: Add a Yes/No field to track task completion, enabling easy sorting and filtering.
2. Workflow Tracking
Scenario: A project manager wants to monitor approval stages.
Solution: Use a Yes/No field to flag approved items, triggering further actions.
3. Data Collection
Scenario: A client form includes Yes/No questions to guide their input.
Solution: Include Yes/No fields in forms, triggering conditional follow-ups based on responses.