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Customer experience | Sales, Customer Insights,...
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How can I get the fields in the lead to opportunity sales process to appear as checkboxes and not dropdown list?

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. 

  • Suggested answer
    Manoj Mane Profile Picture
    Manoj Mane 1,012 on at
    RE: How can I get the fields in the lead to opportunity sales process to appear as checkboxes and not dropdown list?

    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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