Form Builder
The Form Builder allows you to configure additional informational fields (that do not have any additional logic attached to them) for submissions. These fields appear in a new "Information" tab, and can be organized into three columns. Note that the fields can be viewed or edited by any user with access to the submission.
To configure the form builder:
- Click Application Menu
> Administration > Form Builder. - Under the Fields section, drag a field and drop it into the required column. The following types of fields are available. Note that you can create up to six fields of each type.
- Text: Single line text field for short lengths of text.
- Date: Date field that allows users to select a date from a calendar.
- Number: Single line text box for numbers.
- Toggle: Switch that can be toggled on and off.
- Text Area: Multi-line text field for longer lengths of text.
- Dropdown: Drop-down field that allows users to select a single option from a drop-down list.
- Click on a field to modify the Field Settings at the right of the page.
- Under Label, enter the name of the field.
- The Link To drop-down determines which database field the new field is linked to and is automatically set when the field is created, but can be modified if required.
- For Dropdown fields, click Add Option
to add drop-down values (up to a maximum of 100).
- To delete a field, click on the field and click
on the corner of the field. Note that if a field is deleted, the data is still stored in the "Link To" field. - Click Save at the top of the page.
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