Checkbox

For instructions on how to access field types or how to add one, see Field Types.

Capabilities

• Store a true/false (checked/unchecked) value per record
• Set a default state — checked or unchecked — applied to new records automatically
• Mark the field as required to enforce interaction before saving
• Add a tooltip to guide users on how the field should be used

Configuration

Name — Enter a label for the field that will appear in the table and on records.

Default value — Choose whether new records start with the checkbox Checked or Unchecked.

Tooltip — Enable to add a helper text that appears when a user hovers over the field, useful for guiding how the field should be filled.

Required field — Enable to make interacting with the checkbox mandatory before saving a record.

Use Cases and Examples

Lead contact tracking — In a Leads table, use a checkbox to mark whether a lead has been contacted. At a glance, your team can see which records still need follow-up.

Task completion — Add a checkbox to a tasks table to let users mark items as done. Combine with filters to show only incomplete tasks.

Approval workflows — Use a checkbox to indicate whether a document or request has been approved, without needing a full dropdown or single option field.

Keep in Mind

• The checkbox only holds two states — checked or unchecked. It cannot represent intermediate or multiple values.
• Marking the field as required does not force the checkbox to be checked — it only requires the user to have interacted with it before saving.
• The default value applies only to new records created after the field is configured. Existing records are not affected.

FAQ

1- Can I use the checkbox to filter records?

Yes. You can filter a table by the checkbox field to show only records that are checked or only those that are unchecked.

2- Does the default value apply to existing records?

No. The default value only applies to new records created after the field is set up. Existing records will remain as they are.

3- Can I use the checkbox in automations?

Yes. You can use the checkbox field as a trigger condition or as a field to update in automation actions.