How do I add checkboxes to the Custom Web Terminal?

We recommend using checkboxes in Custom Web Terminal when you have a list of options and you want the user to select any number of choices, including zero, one, or several. 

A checkbox on your Custom Web Terminal looks like:

Screenshot showing three checkboxes

Must know:

  • This customization can only be done with the Custom Web Terminal and not the standard Web Terminal. 
  • You must have Full Access to Processing to edit the Custom Web Terminal.

How do I add Checkboxes to the Custom Web Terminal?

  1. Within the Portal go to Configuration > Terminal Configuration.
  2. Within the “Edit Form Fields” tab scroll to the bottom of the page.
  3. Enable one of the Ref fields by clicking the ‘checkbox’.
  4. Select ‘Checkbox Options’ from the drop down menu to create a checkbox.
  5. Enter the English and French labels you want to appear on the form. 
  6. To add a checkbox value, click ‘Add’. 
  7. A dialog box will open.
    1. Enter the English and French text for the checkbox.
    2. Enter what you would like to see within the transaction report in “Value”.
    3. Indicate the item’s position.
    4. Click ‘Add Option’. Repeat until you have all the checkbox values you need.
  8. On the far right column under ‘Required’, you can choose whether you want this field to be required in order to submit the transaction. 
  9. Click ‘Update Terminal’ to save your changes.

Good to Know:

  • The checkbox field will display in the Transaction Details under “Reference Fields”. The field will read what you have set for a Value within the dialog box.
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