What are the Field Settings in the Advanced Form Builder?

Have more questions? Submit a request

Each field has several different settings that can be configured. These settings can change how the submitter is allowed to interact with the field when completing a submission on the GoCanvas application.

 

 

Below are the different settings that are currently available:

Calculation - This Calculation field setting shows the values that will be included in that calculation. Click the Create/Edit Calculation button to launch the modal to select the values, operators, and format for the final field value.

Choices - This setting provides the list of values (separated by hitting 'Enter') that will appear as possible responses to the field. This is only available for the Drop Down, Multiple Choice, Single Choice Boxes, and Multiple Choices Buttons field types.

Note: Drop Down field types also have the option to 'Start with a common list' that pre-populates with the following common lists: US State Abbreviations, US State Names, Month, Weekday, Australian State Abbreviations, Australian State Names, Canadian Province Abbreviations, and Canadian Province Names.

Default Value - This setting provides an initial value of the field in the form when it is first displayed to the submitter. If there is no default specified the field will default to blank, except Date and Time field types, which will default to the current date or current time respectively. This is available for Short Text, Long Text, Number, Increment, Slider, Rating, Drop Down, Multiple Choice, Single Choice Buttons, Date, Time, Barcode, and Web Link field types.

Note: Date and Time fields can be set to No Default (Blank) and Time fields can be defaulted to a specific time. You must enter items into the Value List for Drop Down fields before specifying the default value.

Display on PDF and Web - This GPS field setting determines how you want the coordinates of your location presented on the returned submission.

Draw on Image - This Photo field setting allows the submitter to draw on the image added to the field.

Label - This is the descriptive text above a field that is displayed to the submitter when completing a submission, telling them what information to provide in that field. The label default includes 'New' in front of the field type name (i.e. 'New Short Text') until a label is specified by the form builder. This is available on all field types.

Note: For Static Text field types, the label is the text that will be displayed to the submitter.

Map Zoom - This GPS field setting determines the zoom of the map you see on the completed submission.

Maximum - This setting specifies the maximum value that can be entered as a response to a field. The response entered by the submitter must be less than or equal to the value entered in the Maximum. If the Maximum of a field has no value there is no upper limit for the field. Also, the value must be greater than or equal to the Minimum of the field. This is only available for the Number, Increment, and Slider field types.

Minimum - This setting is used to specify the minimum value that can be entered as a response to a field. The response entered by the submitter must be greater than or equal to the value entered in the Minimum. If the Minimum of a field has no value there is no lower limit for the field. Also, the value must be less than or equal to the Maximum of the field. This is only available for the Number, Increment, and Slider field types.

Payment Total Field - This Payment field setting selects the field that is the source of the payment amount.

Payment Total Screen - This Payment field setting selects the screen on which the payment source field appears.

Read Only - This setting specifies whether a field can be responded to or not. If a field is set to be Read Only the submitter will not be able to respond. In the case of a Barcode field, it will require the submitter to use their camera or an external device to use the field. This can be set for Short Text, Long Text, NumberIncrement, Slider, Rating, Date, Time, and Barcode field types.

Required - This setting specifies whether the submitter is required to enter a value in the field before advancing to the next screen in a form. If a field is set to be required, any non-blank field will meet the need. This can be set for Short Text, Long Text, Number, Increment, Rating, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Photo, Signature, Drawing, Date, Time, GPS, Checkbox, and Barcode field types.

Style - This setting determines the format for a field. You can set different formats for different types of fields. This setting can be set for Short Text, Number, Summary, Drop Down, Multiple ChoiceDate, Time, and Web Link fields. Here are the styles that can be set for the field types:

  • Short Text: Email, Number
  • Number: Number, Currency
  • Summary: Number, HH:MM, HH:MM:SS, MM:SS, Currency
  • Drop Down: Not Editable, Editable
  • Multiple Choice: Radio Button, Checkbox
  • Date: MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD
  • Time: 24 hour, AM/PM, HH:MM:SS, MM:SS
  • Web Link: Button, Link

Note: The Calculation field type also has formatting available but it is in the Create/Edit Calculation modal. The formats include: Number, HH:MM, HH:MM:SS, MM:SS, and Currency.

Summary Field - This Summary field setting is for selecting the source field that will be summarized. Only Number and Calculation fields in a Loop Screen can be summarized.

Summary Screen - This Summary field setting is for selecting the screen where the source field is located. 

More Field Settings

In addition to the standard settings on a field, there are also several advanced settings to enhance the fields and responses. You can find these by expanding the More Field Settings drop down when editing a field. Below are the different advanced settings that are currently available:

Accuracy(m) - This GPS field setting specifies how accurate the GPS location must be in meters for the acquired coordinates. This is useful because when acquiring a location from GPS satellites, the first points reported by the hardware can often be inaccurate. By specifying a desired accuracy, GoCanvas will reject any reported location coordinates until the desired accuracy is met or until the timeout expires.

Email Body - This setting designates the field label(s) and response(s) that will be added to the body of auto-generated emails that the submitter can send when completing a submission. This can be checked on Short Text, Long Text, Static Text, Number, Calculation, Increment, Slider, Rating, Summary, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Date, Time, Barcode, and Mirror field types.

PDF File Name - This setting designates the field response(s), if any, that will be set as the title of a PDF. This applies to both the PDFs sent in auto-generated emails (that the submitter can send when completing a submission), and the PDFs saved from the ‘Submissions’ page. This can be checked on Short Text, Static Text, Number, Calculation, Increment, Slider, Rating, Summary, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Date, Time, Barcode, and Mirror field types.

Email Subject - This setting designates the field response(s), if any, that will be set as the subject of auto-generated emails that the submitter can send when returning a submission. This can be checked on Short Text, Static Text, Number, Calculation, Increment, Slider, Rating, Summary, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Date, Time, Barcode, and Mirror field types.

Decimal - This Number field setting determines the number of decimals allowed for the field value. If the style is set to Currency, the decimal will automatically be set to 2 decimal places. If the style is set to Number, you can choose how many decimal places will be allowed by opening the More tab and selecting no limit, or from 0-6 decimal places from the drop down menu.

Note: The number of decimal places can also be determined for a Calculation field value in the Create/Edit Calculation modal under Format.

Export Label - This setting is used when a field Label needs to be different in the exported data than the field label displayed on the form. If no Export Label is specified for a field, the Label will be used when exporting data. This is available for all field types.

Field Mask - This Short Text field setting requires the submitter to input text data in a specific format. There are eight different types of character masks. Each character requires the submitter to treat that position in their response a little differently. Click here to get a list of the different characters that can be part of a valid Field Mask and their meanings.

Force Accuracy - This GPS field setting specifies that no location will be captured if the Accuracy is not met and the Timeout has been exceeded.

Image Size - This Photo field setting determines the size of the image on the Standard PDF. The options are Smallest, Thumbnail, Small, Medium, and Largest.

Image Source - This Photo field setting specifies whether you want your submitter to upload an image from their Camera Only, from their Gallery Only, or from either. The default setting is Camera or Gallery.

Max Character Length - This Short Text field setting specifies the maximum number of characters that can be entered as a response to a field.

Mobile Style - This field setting is for changing the size of the Long Text box within a form on a mobile device. The default is Normal but Small and Large are also options.

Mobile Visible - This setting determines whether a field is visible or not visible to the submitter when filling out a form. This box is defaulted to checked. Once unchecked, the submitter will not see the field but it will show up on the submission. This is available for Short Text, Long Text, Static Text, Number, Calculation, Increment, Slider, Rating, Summary, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Date, Time, Barcode, Link, and Mirror field types

Page Break After - This setting starts a new page after the specified field on the Standard PDF. This is available for all field types.

PDF & Web Label- This setting allows a different Label to be displayed on the web (Submissions page) and the PDF (Standard or Designer) than in the form. In some instances, you may want the printed copy of the submission to display a more or less detailed label of a particular field than what is displayed to the submitter. This is available for all field types.

Receipt Label - This setting allows a different Label to be printed on the receipt than is displayed in the form. In some instances, you may want to print a much less detailed label of a field than what is displayed to the submitter. This is mainly due to the lack of space on the standard receipt style paper. This is available for all field types.

Reference Image - This Drawing field setting provides a background image for when you need to draw on a reference image rather than a blank canvas.

Show This Field on PDF - This setting can determine when a field is shown on the Standard PDF based on the selected criteria. Those options include: Always, Never, Only if field is not empty, Only if default value has been changed, Only if default value has been changed & field is not empty, or Only to addresses set on the Email Options page. This is available for all field types. Learn more about field visibility.

Show This Field on Web - This setting can determine when a field is shown in the web view of a submission on the Submissions tab based on the selected criteria. Those options include: Always, Never, Only if field is not empty, Only if default value has been changed, or Only if default value has been changed & field is not empty. This is available for all field typesLearn more about field visibility.

Signature Size - This Signature field setting determines the size of the signature on the Standard PDF.

Submission Name - This setting designates the field response(s), if any, that will be set as the title of the submission. This can be checked on Short Text, Static Text, Number, Calculation, Increment, Slider, Rating, Summary, Drop Down, Multiple Choice, Single Choice Boxes, Multiple Choice Buttons, Date, Time, Barcode, and Mirror field types

System Default - This Short Text field setting auto-populates a field with the submitter's Username (email), Company Name, First Name, Last Name, or Full Name.

Tile Photo - This Photo field setting will tile your images on the Standard PDF with three thumbnailed images across the page. This comes in handy when you have a screen with multiple images that you would like to show left to right. The tiled images will always show as the smallest size. 

Timeout(ms) - This GPS field setting determines the maximum amount of time, in milliseconds, to wait for location coordinates of the desired Accuracy. If the time limit has expired, and accuracy has not been met, the location will be reported.

Unsecured Access - This Photo field setting allows you to access an image by the image URL exported in the CSV or XML without being logged into GoCanvas.

 

 

Articles in this section

Was this article helpful?
0 out of 1 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.