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Customer experience | Sales, Customer Insights,...
Suggested Answer

How can I get the fields in the lead to opportunity sales process to appear as checkboxes and not dropdown list?

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Posted on by 5

Hi, 

In my lead to opportunity sales process flow I have made several custom fields with datatype choice yes/no. I want them all to appear as checkboxes, but for some reason the fields randomly get either checkbox or dropdown list. 

1385.fields.png

Does anyone know why this happens and how I can change the formatting? 

I have tried to add them to the form and changed controls and checked the xml in solution to check if there was a difference in the fields there, but no luck. 

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  • Suggested answer
    Manoj Mane Profile Picture
    1,020 on at

    Hi Abjor,

    Can you please check the what is the field data type which you want to add as a checkbox on a BPF. 

    It must be an Yes/No data type. If it a Choice (Option set ) type then it will appear as Dropdown only. 

    pastedimage1676491183429v1.png


    pastedimage1676491381281v3.png


    Thanks,
    Manoj Mane.

    Please mark this as VERIFIED if it helps. White check mark

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