The Yes/No field allows users to determine a selected or unselected state with various display options including images or toggles.
You can create a new Yes/No field by adding a new field with the Yes/No field type.
Adding a Yes/No field
From Grid View
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
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.
Check out quick articles on Setting Default Field Values and Adding Help Text to fields.
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?
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?
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.
