This step is where you define what type of fields you wish in your form, how they will behave and how they will appear to your user.
- The Form Field table contains checkboxes that determine whether a particular Field appears on your form. Every form interaction can have a form associated with it, and you can pick and choose which Fields appear on each form. If you hold your mouse over each Letter (I, L, S, F, A, E, V, D) , a tool tip comes up which identifies which form a Field will appear on.
- Select from the drop down list. Number Fields invoke the numerical keypad on your user's device whilst text Fields call up the alpha keyboard. There is no validation of phone numbers for integrity. For email fields, the system will do a basic check for the "@" symbol plus a "." in the information that is entered.
| Field Type | Data Accepted |
| Text Box | Alphanumeric. |
| Text Area | Multiline and alphanumeric. |
Password Box | Displays a password box. Used in conjunctions with Logged in User and requires an API or hardcoding of usernames. |
| Email address. | |
| URL | Ask the User to input a URL. |
| Phone Number | Integers in Phone Number format. |
| Number | Used to invoke the Number keypad on Mobile devices. |
| Currency | Currency format. |
| Calculation | Allows you to calculate the value of number fields and display it. |
| Radio Buttons | Defined options. |
| Select Box | One of a selection. |
| Star Rating | Allows the selection of a 1 – 5 star rating. |
| MultiSelect | Multiple options. |
| Checkboxes | Multiple options. |
| Checkbox | A single selection - often used when using conditional logic |
| Date | Displays the Date dependent on defined format. |
| Time | Time entered in defined format. |
| Date + Time | Displays the Date and Time dependent on defined format. |
| Camera | Accesses native Camera. |
| Image Library | Accesses Image Library on Phone. |
| File Upload | Allows the user to enter in a file to be uploaded and attached to the Form. |
| Location | Accesses native GPS. |
| Sketch/Signature | Allows a graphic entry into a field. |
| Value | A fixed value that will not change. |
| Logged In User ID | Displays a pre-defined User ID of the logged in user. |
| User Attribute | Displays a pre-defined User Attribute. |
| GET Value | A value that was passed to the form interaction. |
- Clicking this
button will show what Fields accept what kinds of information as well:
- Change the form fields as required.
You can add a new Field from this screen by clicking ‘Add Field’:
- Enter the name of your Field, change the automatic Label (if required) and choose its type. Click ‘Add Field’ to complete the process.
You can drag and drop your Fields to reorder them if you wish.
Re-Defining a Form Field
- To redefine a Form Field once its been created, click on the drop down box to choose a Form type, and then click the Edit link in the rightmost part of the screen next to the Field that you wish to edit. The Edit Field screen will appear:
This is where you can re-define the field and type of information that goes into the Field. In the example above, the field is a Text Box field with a number of options defined in the Options area. Each Field type will have different areas in which you define parameters.
- Enter your definitions and then click either ‘Previous”, ‘Save Properties’, ‘Save Properties and Next Field’ (useful if you are de- fining a large number of Fields), and ‘Next’. Neither the ‘Next’ button nor the ‘Previous’ button will save your definitions.
- Once all your Fields have been defined, you are ready to proceed to Step 4 – Configuring Form. If you wish to create a Subform, follow the steps outlined in ‘ Adding a Subform
Ideally, it is best to create your Subform here.