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Multiselect

This article gives a tutorial on using Avvoka's multiselect feature.

Updated over 2 years ago

What is it?

Avvoka’s Multiselect option is an answer type which allows users to select more than one value from a list.

An example of the application of a multiselect list may be as follows:

Select all the animals which belong to the Felidae (cat) family:

A. Cat

B. Dog

C. Tiger

The answer would be A and C. So, the user would have to necessarily choose more than one option to answer the question.

In the Avvoka context, multiselect fields are an essential component of a lot of the documents that clients automate, as they often include instances where dropdowns may need to be extended to include more than one selection (e.g. selecting all restrictive covenants that need to be applied to a contract, or all the ancillary documents from a list that need to be included in a deal).

How does it work?

After creating a placeholder, you can format a question to make it a radio button, drop down list, calendar item etc.

Multiselect lists are one such option. To build a multiselect list in Avvoka, you will need to click on your relevant template to load it up.

After creating a placeholder, in that template, jump to the ‘Questionnaire’ option which you can find on the left side pane.

Now, access the questionnaire card of the relevant placeholder and click on the dropdown list on the right side of your page where it says ‘Text’, to assign your question a relevant format.

You will now see a dropdown list containing values which you can assign to your question. Select the option called ‘Multiselect’.

Now that you have made your question a Multiselect question, you can add other details: this could include but is not limited to the name of your question, or a default value to appear if the question goes unanswered. Then, add the options for the Multiselect list. You can also see that instructions have been specified to separate the values which is by using a semicolon (;). For example, for adding the following values as options for a question where we are required to list the cities in which an employee could potentially be based:

  1. London

  2. New York

  3. Hong Kong

Will place them in the questionnaire card in this way: London;New York;Hong Kong. Always remember to not leave any space between the separators, and only use the semicolon (;)

To make sure you are adding the options for the Multiselect list correctly, there is a ‘Preview’ section below to display how the list would appear for the user.

Additionally, you can see instructions for three different kinds of separators: ‘Default separator’, ‘Penultimate separator’, and the ‘End separator’. You can choose to add desired separators to separate the options in your Multiselect list. For example, in this case, a comma (,) has been added as the default separator to separate the first and and the second option. Remember to add a space following your default separator so your options are not clustered.

Then, by choosing ‘or’ as the penultimate separator, we can further customise how we display the final two options. This time, a space before and after the separator is required.

Lastly, in instances where the placeholder is the last word in your sentence, a period (.) can be added as the end separator.

Once you have created your list, click save on the top of your page to save your template. Please remember that frequent saves to your template are needed for any changes to be applied, as users risk being logged out after periods of inactivity.

Now, to test or use your Multiselect list, create a document and fill out your questionnaire.

Choose as many values in your Multiselect list as needed. You will see that the separators are applied as you’ve styled them at template level.

Finally, after filling out your questionnaire, click ‘Done’ to submit the document. This will complete the process.

You can now see your chosen options from the Multiselect list populating in the output document.

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