Yes / No

Hold a true-or-false answer on a record, and use it to split a list into collapsible groups.

Use a Yes / No field for an answer that is one thing or the other: billable or not, on site or remote, signed off or not.

Adding one

A field's type is chosen on the record type's Fields tab, from the list of types the platform offers. Pick Yes / No from that list.

The field type list on a record type's Fields tab, with Yes / No among the choices

Only an org-admin or a radp-admin can add fields, and only inside a module that is checked out to them. Record types that come with the platform can be read, but nothing on them can be saved.

Its settings

Opening a field's row shows its settings: the display label, help text, whether it is Required, whether it is Read-only, whether it shows in the list columns, and whether it is Sortable & filterable.

A field's settings, opened from its row on the Fields tab

The settings at the top of the panel are offered by every field. The validation boxes below them depend on the type — the panel pictured above belongs to a text field.

Think before ticking Required. A Yes / No field has two answers and no third one, so if "not decided yet" is a real state in your process, a Drop down with three options records it honestly and a required Yes / No field does not.

Splitting a list by it

A Yes / No field is one of the two types the Grouped view can split a list by. Grouped is turned on per record type, under List views on the record type's Main tab: it is the ordinary table, split into collapsible groups by a Drop down or Yes / No field.

The List views settings on a record type's Main tab, with Grouped among the choices

Turning Grouped on makes its group field sortable when you save, so each group loads directly. You do not have to mark the field yourself.

Board is the one view a Yes / No field cannot drive. A board's columns come from the options of a Drop down field. If you want people to drag a record from one side to the other, use a Drop down with two options rather than a Yes / No field.

Sorting and filtering

A Yes / No field can only be sorted or filtered on once it is marked Sortable & filterable. Enabling Grouped on that field does this for you; otherwise tick it yourself. Each record type has only a small number of these marks.