Form Field Types

This section details the different types of fields supported in the form builder and their respective settings

Single Line Text Field

The single line text field is used to capture short text such as names, titles etc.

Settings

Settings that are specific to a single line text field are:

  • Placeholder Text: The placeholder text to appear on the field input

  • Default Value: A default value for the field

  • Character Length: The maximum number of characters allowed for the field.

Text Area

The text area field is used to when you need the user to provide a larger amount of information, such as a description or a detailed answer to a question.

Settings

Available settings are the same as the single line text field.

Email

The email field is used to collect an email address from a user. It includes built-in validation to ensure that the user enters a properly formatted email address.

Settings

All settings under the single line text field plus:

  • CC this address: Setting that copies the provided email address in all email notifications sent to the user who submits the form.

Phone

The phone field is used to collect a phone number from a user. The phone field is formatted to accept and validate phone numbers in an international format, allowing users to select the country code and enter their number.

Settings

No type specific settings are available for a phone number field.

This field is useful when you need to present the user with a limited number of predefined options, such as a list of countries, states, or products.

Settings

  • Default Value: A default value for the selection field

  • Data Source: The data source for a selection field can be:

    • Simple: A list of options separated by commas.

    • Options: A list of options, with each option having a value and a label. When this option is selected, add each a value and label for each option you have and click the save button.

    • Dataset: A list of options retrieved from a dataset, either locally or remotely via a REST API call

Checkbox

The checkbox field is used to present one value to the user, which they can check one or uncheck.

Settings

Available settings are the same as the drop down selection field.

Checkbox Multiple

The checkbox multiple field is used to present a list of options to the user, from which they can select one or more.

Settings

Available settings are the same as the drop down selection field.

Radio Button

The radio button field allows the user to select a single option from a list of mutually exclusive options. It is represented by a small round button that can be clicked by the user to indicate their selection.

Settings

Available settings are the same as the drop down selection field.

File upload

The file upload field allows the user to attach a single file to the form data.

Settings

  • Allowed File Extensions: Limits file extensions to the provided list.

  • Blocked File Extensions: Causes form to reject any files with an extension present in the provided list.

  • Maximum File Size: The maximum allowed file size in MB

  • Allow users to view uploaded files within the browser: Allows viewers of the submission data to open and view the file on the browser without downloading it

Multiple File Upload

The multiple file upload field allows the user to attach an unlimited number of files.

Settings

Available settings are the same as the file upload field.

Photo

The photo field allows a user to attach an image.

Settings

Available settings are the same as the file upload field.

Date Picker

The date picker field allows users to select a date from a calendar-like interface.

Settings

  • Default Value

  • Settings for latest possible value: e.g. 1 year will limit date to 1 year after the day of entry, -1 year will limit date to 1 year before day of entry

  • Settings for earliest possible value: e.g. 1 year will limit date to 1 year before day of entry, -1 year will limit date to 1 year after day of entry

Number

The number field allows users to input numerical values.

Settings

  • Default Value

  • Maximum Value

  • Minimum Value

URL

The URL field allows users to input a web address or a URL (Uniform Resource Locator). The field will validate that the input from the user is a valid URL.

Settings

No type specific settings are available for a URL field.

Geo Coordinates

The geo-coordinates field allows users to input latitude and longitude coordinates.

Settings

No type specific settings are available for a Geo coordinates field.

Dynamic Matrix

The dynamic matrix field allows users to input multiple values into a grid-like structure. The number of rows in the matrix can change as users can dynamically add or remove rows.

The dynamic matrix field is best suited for data that is a list of unknown number of items with each item having a specific structure.

For example, you could create a dynamic matrix field to capture a user's Education history, where the user will provide the year, institution name and grade for each educational institution they have attended.

Settings

  • Starting Rows

    The number of rows that should initially appear for the user to fill in when the form is first loaded.

  • Minimum Rows

    The minimum number of rows allowed for the field.

  • Add button text

    Custom text to appear on the add button e.g. Add Qualification

  • Columns

    The columns for the field. This is the structure of each data item in the list. To add a column, click on the "Add Column Input" button and provide:

    • Input Name

    • Input Label

    • Default Value

    • Field Type

Form Submissions Selection

The form submissions selection field is a user interface element that allows users to select one or more options from a list of previously submitted form entries.

Settings

  • Submissions Form

    The form whose submissions should appear in the list of options.

  • Submission Label Field

    The field in the selected submissions form that will be used to display each option. For example, you could select a name field in a submission form that will result in the list of submissions being displayed as the list of each name provided in each submission. The default behaviour will show a list of each submission's reference number.

  • Show Submissions for Logged In User Only

    Selecting this option will ensure only submissions made by the logged in user will appear in the list of submissions to choose from.

  • Use selected submission data to Update Linked Fields

    Selecting this option results in all linked fields within the same form, picking their linked values from the submission that a user selects on this field.

Signature Pad

The signature pad field allows users to sign the submission form by writing or drawing on the screen using their finger or a stylus or by uploading a scanned signature.

It is important to not that a digitized signature is the most insecure way of capturing signatures online and should only be used for non critical scenarios with minor or no legal consequences.

For signing scenarios that require high security and compliance requirements, you should create a digital signing task

Settings

No type specific settings are available for a Signature Pad field.

Page Break

The page break is not a field but is a formatting element that is used to indicate where a form should be divided into separate pages when being filled in and when submission data is being viewed.

Settings

No type specific settings are available for a page break.

Section Break

The section break is not a field but is a formatting element that is used to divide the form into sections.

Settings

No type specific settings are available for a section break.

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