Form Builder Fields & Descriptions
Field’s & Descriptions
Text – Free type text input
Allow Multiple Lines – Allows the user to input multiple lines, overriding the Character Limit.
Character Limit – Allows you to set a limit on the number of characters that can be entered, option removed if ‘Allow Multiple Lines’ is ticked.
Default Value – Allows you to add a default value that will display before being edited by the user, a token can also be added using the token selector at the right hand side.
Number – Numerical Input
Max Length – Dictates the length of the number that can be added, with a maximum of 9 characters long.
Max Decimal Places – Allows the number to include decimal places, up to a maximum of 7 decimal places
Allow Negative Numbers – Allows the user input negative numbers.
Default Value – Allows you to add a default value that will display before being edited by the user, a token can also be added using the token selector at the right hand side.
Checkbox – Checkbox
Store – stores the option selected for later use, such as on the PDF, however, if you are simply using the checkbox to show differing options, then you would not need to store the data collected.
Default to on – Forces the checkbox to be checked when the form is started, as opposed to unchecked as it would appear by default.
Radio – Series of buttons with one selectable option
Add Option – Allows you to add in the options that are selectable, once entered simply click Add Option to add the next value.
Default Value – Allows you to select one of the added options as default selected.
Date / Time – Select a date and/or time from a calendar
Format – Allows you to select the format of, and the specific information, that you would like to collect
Round time to the nearest __ Minute – sets the time to automatically round up to the nearest minute.
Duration – Select a duration in time.
Show minutes / Hours / Days – Allows you to show minutes, hours, Days, or all depending on duration needed.
Limit Minutes / Hours / Days – Allows you to set limits on the Minutes or hours that can be entered, it also allows you to set the number of minutes/hours that each selection multiplies by.
Dropdown – Series of options from a menu
Add Option – Allows you to add in the options that are selectable, once entered simply click Add Option to add the next value.
Allow Multiple selection – Allows more than one option to be selected.
Allow manually entered text – Allows the user to add extra options that are not listed.
Default Value – Allows you to select one of the added options as default selected.
Signature – Capture users Signature
Signatory – Allows the choice to add a manual name for the signature, or pull the name from various locations such a lookup in the form, or the user filling out the form.
Capture – This will allow you to capture either simply the signature, or the signature and Metadata, which will capture the Date and time of the signature as well.
Min/Max – Allows you to dictate the minimum or maximum number of signatures that can be captured.
Statement – Adds a statement to the signature box for the signatory to read before signing.
Location – GPS timestamp of current location
Map Marker – Allows the user to select the location from a map.
Use precise location – Using a precise location will produce a more accurate marker at the expense of battery life / processing time.
Round time to the nearest __ Minute – sets the time to automatically round up to the nearest minute.
Photos – Photos from on-site users
Source – Selects the location that the photos will be uploaded from, either Camera, gallery or both. Camera only allows for the addition of a date and time watermark.
Min/Max – Allows you to dictate the minimum or maximum number of photos that can be captured/uploaded.
Drawing – Capture a user drawing
Min/Max – Allows you to dictate the minimum or maximum number of drawings that can be captured.
Scan – Capture a non-reflow barcode / QR code
Store – stores the scanned bar/QR code for later use, such as on the PDF, however, if you are simply using the barcode for a lookup then you will not need to store it.
Type – Lets you select the type of code needed either Barcode, QR code or both.
Allow manually entered text – Allows you type in the code from the Barcode manually.
Repeater – Repeat a group of blocks
Min/Max – Allows you to dictate the minimum or maximum number of repeats that can be added.
Allow Copy – Allows you to copy the previous repeat block.
Collapse Contents – Allows you to collapse the repeater so that the user has to manually open them on the app.
Lookup – Select data from the dashboard
List – Allow you to select the location, on the dashboard, where the information will be pulled from.
Store – Allows you to Store as a reference, which means you can use a reference to display information from the lookup. Or as a text field, which will simply display the information selected.
List options
Sort – Lets you set the list to sort Ascending or Descending.
Filter – Allows you to add filters within the lookup, within the Filter you can select a token, and enter a value that it will filter the Lookup information by.
Group - lets you group the information in the lookup via tokens on the lookup
Default Value – Allows you to select one of the lookup options as the default value.
Preview limit – This changes how many options you can see in the app preview on the right hand side, as loading all items within a specific lookup could take a long time to load, the final lookup on the App will show all options available.
Reference – Display data from a relation selected in a lookup
Lookup – Used to select the lookup from which to pull the information.
Display field – Selects the field from the Lookup to display.
Allow manually entered text – Allows for overwriting of the reference with a manually entered text string.
Image Reference – Display data from a relation selected in a lookup
Lookup – Used to select the lookup from which to pull the images
Image – used to select the Image to display.
Dropdown Reference – Selectable options populated from a relation selected in a lookup
Lookup – Used to select the lookup from which to pull the information.
Items – Allows you to select the items that will appear in the dropdown.
Allow multiple selection – Allows the user to select multiple options.
Allow manually entered text – Allows the user to add in manually typed options.
Data Driven Section – Repeat a group of blocks populated by a data source
Type – Allows you select a type of data driven list, you have the option of pulling the data from The Dashboard directly, from a lookup within the form, or Custom, which will allow you to manually add in all of the options in the list.
Source – When selecting Dashboard in type you will have the option to select the Dashboard source from a drop down.
Lookup – When selecting Lookup you will be able to select the Lookup within the form to pull the data from.
Items – No matter which option you choose you will have the option to add in items, for Dashboard and lookup in form you will need to select a token from a drop down. For Custom you will need to click Modify, and manually add in the value of the data you would like to select.
Filter – Allows you to add a filter to the data, with the Dashboard and Lookup in form options you will need to select the tokens from the drop down.
Text – Add text based information
Text – This is where you add in the text you would like to appear.
Image – Insert Image
Image – Select an image to add to the Form
Image Title – Allows you enter a title for the uploaded image.
Icon – Insert an icon
Icon Image – Select an icon to add to the Form
Links – Insert a list of links to the web or app pages
Type – Here you can select the type of links that you would like to add, Knowledge Base will allow you to select the article directly from the knowledge base. URL lets you link to an external website. Document allows you to add in a document to be read on the device the user has the app installed on.
Title – Allows you to give a title to the Link that you are adding.
Article – If you are selecting Knowledge Base you have the option to select the specific article that you are linking too.
URL – When selecting URL you are able to add in the URL into this field to link too.
Document – When selecting Document this option will allow you to select the document you would like to appear.
Icon – Here you can select an icon to show in the links header.
Store on User devices – This decides whether or not the document/URL/Knowledge base items are stored on the users device for access offline.
Formula – Run Custom Logic
Script – Allows you open up a text modal to enter custom JSON script for formulas.
Trigger – Allows you to select the actions that cause the Formula to run with the options Load, Change, Draft and Save
Target – Allows you to select a field that, when changed, updates the formula calculation.
Max Decimal Places – Allow you to select the maximum number of decimal places for when the output of the formula is numerical.
Store – Allows for storing of the information for use in further formulas, as opposed to simply displaying the information.
Button – Trigger custom logic when a button is pressed
Icon – Allows you to select an icon for the button.
Script – Allows you to add in the custom formula that will run when the button is pressed.
Colour Fields – Add colour to blocks
Blocks – Select the blocks which you would like to add colour for.
Color – Allows you to choose the colours that you would like to selected block to be the options change the colour of the Title, Value and Background
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific block to a custom formula for script editing.
Calculate Date – Display a date in the past or future
Target - select the date to calculate from.
Interval – Select the interval to calculate the time by.
Time – Select the time frame to calculate too, either In the future, in the past or this week.
On a… - lets you select the Day that the calculation should land on.
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific block to a custom formula for script editing.
Set Default - Programmatically set field default values
Block – Select the default value of this block
Source – Select the default value to set
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Disable Fields – Disable or enable blocks
Blocks – Disable these blocks
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Get duration – Compute the length of time between two fields
Start & End – Allows you to select the Start and End date fields to calculate the duration between.
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Hide Blocks – Hide or Show blocks
Blocks – Allows you select the block to hide
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Calculate Value – Perform maths operations on fields
Field – Perform the maths calculation on this field.
Maths – Allows you to select the specific calculation that will be applied to the block.
Add operation – Allows you to add multiple calculations
Max Decimal Places – Sets the maximum number of decimal places.
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Display Message – Display a message to the user
Message – Where you will enter the message required
Trigger – Dictates under what circumstances the Message appears.
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.
Get Repeater Total – Calculate the total sum of a repeating value
Block – Calculate the total of this repeating field
Max Decimal places – Sets the Maximum number of decimal places
Target – Allows you to select a field that, when changed, updates the formula calculation.
Apply condition – Allows you to Add in conditions to the Colour change.
Convert Formula – Converts the formula from a specific c to a custom formula for script editing.