Configure form fields

Configure fields

You can view the video tutorial on creating forms or read the article.

To configure a field, click 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.
  • If 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 can 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.
  • Force uppercase: All text entered in this field will be capitalized.
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. Once there is data in a form, you CANNOT:

  • Make a field mandatory
  • Delete a field
  • Specify maximum/minimum value
  • Change the type of field
  • Make a field display field
  • Make a field unique component
  • Edit the conditions
  • Edit the confidentiality

Once the form contains data, you CAN always:

  • Add additional fields
  • Rename a field
  • Add a description to a field
  • Add an image to a field
  • Edit the code of the field