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