Forms - selecting a limited number of options

[James_Glavin]

Hi there,

Has anyone found a way of setting up a form and having a multiple choice question which allows the lead to choose a limited number of options? i.e. Here's a list of 10 things, choose three.

Any ideas how this could work?

Thanks,

James

[Mrigesh_Gaurav]

Were you able to find a solution for this? We also have a similar requirement where we want users to only be able to select their top 3 choices from many options. Tried searching for Sanford Whiteman​s solution but no luck so far.

Any help would be really great.

Thanks,

Mrig

[SanfordWhiteman]

I can find it for you later.  To be clear about the UX, you want people to select 3 choices, but what happens if they try to click a 4th?  (Recommendation: you disable the remaining checkboxes then they have reached their max.)

[Robb_Barrett]

Does it allow them to uncheck a box and make a different selection?

[SanfordWhiteman]

Of course!

I'd say the 2 interpretations of "maximum number of choices" are would be [a] disable remaining checkboxes if they have the max checked or [b] let them keep re-selecting past 3 and automatically unselect the -- first? last? -- one they checked.  [a] is less surprising behavior IMO.

[SanfordWhiteman · Accepted solution]

Demo here: MktoForms2 :: Checkboxes Max Checked

Related (but not completely congruent) discussion here: https://nation.marketo.com/message/107000#comment-107000

[Ravi_Ansal2]

Hi Sanford Whiteman​,

I was trying to embed this code but stuck with the cssselectors.

cssSelector: '#IsTestContact__c, #Email_was_deleted__c, #ContactReq__c',

Please let me know how to find the Css Selectors in my form. Below is the form i have restrict leads to select not more than 3 options.

<script src="//app-sj04.marketo.com/js/forms2/js/forms2.min.js"></script>

<form id="mktoForm_1845"></form>

<script>MktoForms2.loadForm("//app-sj04.marketo.com", "023-STC-548", 1845);</script>

Thanks is advance.

[SanfordWhiteman]

On that particular form the checkboxes are:

     INPUT[type="checkbox"][name="veniceRMUSuggestedTopics"]

[Thomas_Belnap]

If you don't specify the name, will it set the limitation across all fields with checkboxes?

[SanfordWhiteman]

The checkbox groups are dictated by standard CSS selectors, so you can create any groupings you want. You do need to have an entry in the checkboxGroups array for each group.

If all the fields are all within a Checkboxes field you can target them like:

LABEL[for="YourFieldName__c"] ~ .mktoCheckboxList INPUT[type="checkbox"]

[Ravi_Ansal2]

Thanks Sanford Whiteman​, It worked

[SanfordWhiteman]

Can I get a Correct Answer?

[Ravi_Ansal2]

Hi Sanford Whiteman​,

I cant do that. I just posted my question in the thread. But surely request James Glavin to do so.

Thanks For the Help!!

[Mrigesh_Gaurav]

This is so much helpful. We are going to try it out. Thank you!

[Josh_Hill13]

Do you want it to do something special?

You can def do a set of checkboxes, but you may need to do more javascript if you want it to do 3 only. Use SurveyMonkey instead.

[James_Glavin]

Depends what you mean by special

We do want to use the answers they choose in sales alerts and other campaigns, so I'd love to keep it within Marketo if possible.

[SanfordWhiteman]

Search my recent posts -- too busy to do the search right now -- to see where someone asked about using independent checkboxes (i.e. indie lead fields) but having a minimum/maximum number of overall selections.  I demonstrated how to do this with a little JS.

[Josh_Hill13]

Well, SM integration would keep it in Marketo, but it's expensive.

You would need a field for every single response in this case. You could do a multi select too I suppose, but I don't like using those in Marketo because it ends up as a single text with semi-colon separator. Gets messy.

You will still need javascript to control how many boxes they are allowed to check.