Configure form fields

o configure a field, click on the pen icon next to the field's name. This will allow you to:

  • Specify if the field is mandatory
  • Specify if the field is confidential
  • Specify if the field must be used as a unique component
  • If it is a list: specify the items in the list or if the user can select multiple items
  • It it is a text, specify the maximum length
  • Etc.

Options available for most field types

  • Description: Text that will appear below the label of the field.
  • Mandatory: Fields need to be filled to save a record. Represented by a red star icon.
  • Confidential: Content of confidential fields can only be viewed by authorized users. When sharing a form with other users, you can specify if they will be able to see confidential fields.Represented by an eye icon.
  • Display field: Allows to use the field for record identification. If another form has a List field that lists the records in this form, the dropdown list will show the (1 or many) display fields to identify records.Represented by a flag icon.
  • Not applicable permitted: Allows users to have an option (checkbox) to leave the field unanswered.Represented by "NA".
  • Use field as unique component: Check this option to consider this field for the creation of a unique record. For instance, if a survey is done twice (pre and post), the survey form could have the date and respondant fields as a unique component. This will validate that there are never 2 records for the same date and same respondant.Represented by a bookmark icon.
  • Conditional: (Skip pattern) Allows to display this field only if previous fields respect the specified conditions.
Options available for Text fields
  • Multiple lines: Specify if the text box should be 1 line or multiple lines (paragraph).
  • Limit of characters: Allows to specify a maximum number of characters.
Options available for Lists fields
  • Allow multiple selection: Allows to enable the selection of many items in the list.
Options available for System and projects lists
  • List: Allows to select which list the dropdown list will pull its options from.
Options available for Custom forms
  • Custom form: Allows to select which custom form the dropdown list will pull its options from.
Options available for Custom options
  • Custom options: Allows to edit the options of the list. (Enter the option in the "new value" field, and click "Add option")
Options available for Date fields
  • Future dates only: Prevents users from entering dates in the past.
Options available for Number fields
  • Minimum value: Prevents users from entering a number that is below the minimum value.
  • Maximum value: Prevents users from entering a number that is above the maximum value.
Options available for Yes/No fields
  • Labels: Allows to choose between displaying Yes-No or True-False.
Options available for Location fields
  • Allow multiple selection: Allows to enable the selection of many locations.
  • Filters: Allows to filter down the list of available locations to choose from.

Some of these configurations cannot be modified once the form contains data.

You may find this video tutorial useful.