What are the Field Settings in the Builder?

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Each field has Field Settings than can be configured in the Builder that change how the mobile user is allowed to interact with the field when completing a submission.

Field Settings

The Field Settings will automatically open in the left panel when a field is selected in the center workspace.

Multiple Field Types

Default Value

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 Text, Number, Rating, Single Choice, Multiple Choice Checkboxes, Date, Time, Link, and Barcode 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 first add values to Drop Down fields before specifying the default value.

Field Mask

This Single Line Text and Barcode 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.

Format

Determines how the field will display or special interactions.

  • Single Line Text: Email and Number.
  • Calculation: Numbers with zero up to six decimals, HH:MM, HH:MM:SS, MM:SS, and Currency.
Label

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 Text") until a label is specified by the form builder. This is available on all field types.

Max Character
Length

This Single Line Text and Barcode field setting specifies the maximum number of characters that can be entered as a response to a field.

Mobile Visible

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 TextNumber, Static Text, Calculation, Rating, Single Choice, Multiple ChoiceDateTime, Link, Mirror, and Barcode field types.

Page Break After
(Standard PDF)

Starts a new page after the specified field on the Standard PDF. This is available for all field types.

PDF & Web Label

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.

Place Value In

Email Body

Designates the field label(s) and value(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 Text, Static Text, Number, Calculation, Rating, Single Choice, Multiple Choice, Date, Time, Mirror, and Barcode field types.

Email Subject

Designates the field value(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 Single Line Text, Static Text, Number, CalculationRating, Single Choice, Multiple Choice, Date, Time, Mirror, and Barcode field types.

PDF File Name

Designates the field value(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 Single Line Text, Static Text, Number, Calculation, Rating, Single Choice, Multiple Choice, Date, Time, Mirror, and Barcode, field types.

Submission Name

Designates the field response(s), if any, that will be set as the title of the submission. This can be checked on Single Line Text, Static Text, Number, CalculationRating, Single Choice, Multiple ChoiceDate, Time, Mirror, and Barcode, field types.

Read Only

Specifies whether a field can be responded to or not. If a field is 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 Text, Number, Rating, Date, Time, and Barcode field types.

Receipt Label

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.

Required

Specifies whether a field value is necessary to advance to the next screen in a form. If a field is Required, any non-blank field will meet the need. This can be set for Text, Number, Rating, Single Choice, Multiple Choice, Photo, Signature, Drawing, Date, Time, GPS, Checkbox, and Barcode field types.

Show This Field
on PDF

Determines 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.

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 types.

Style

There are different styles for different types of fields. Here are the styles for the fields that have this setting:

  • Text: Single Line and Multiple Lines.
  • Number: Number, Increment, Slider and Currency.
  • Single Choice: Dropdown, Radio Buttons, and Boxes.
  • Multiple Choice: Checkboxes and Buttons.
  • Photo: Single Photo and Multiple Photos.
  • Date: MM/DD/YYYY, DD/MM/YYYY, and YYYY/MM/DD.
  • Time: AM/PM, 24 HR HH:MM:SS, and MM:SS.
  • Link: Button and Link.
Type

This setting is a drop down menu that will display the current field type of the selected field but allows for switching the field to another type with ease. This is available for all field types.

Note

This drop down will be limited for key fields of Lists, Loop Screens, and Tables because of the limited applicable field types.

Text and Number Field Types

Calculation

This is a Calculation field settings menu where the calculation is configured.

Calculation Type

This Calculation field setting determines whether this field will be a simple Calculation or if it will Sum up all values collected in a Number or Calculation field within a List, Loop Screen, or Table.

Decimal Places

This Number and Calculation field setting determines the number of decimals allowed for the field value. If the format is set to Currency, the decimal will automatically be set to 2 decimal places. If the format is set to Number, you can choose how many decimal places will be allowed by toggling to the Advanced menu and selecting no limit, or from 0-6 decimal places from the drop down menu. The Format drop down contains similar choices and is located in the Standard menu at the top of the panel.

Maximum and
Minimum

Specifies the maximum and minimum values that can be entered as a response to a field. The value entered by the submitter must be less than or equal to the value entered in the Maximum and greater than or equal to the Minimum of the field. If the Maximum of a field has no value there is no upper limit for the field. This is only available for all styles of the Number field type.

Mobile Style

Changes the size of the Multiple Line Text box within a form on a mobile device. The default is Normal but Small and Large are also options.

Number of Choices

This Single Choice Boxes field setting determines the amount of boxes needed, from 2 to 5. This must be chosen to reflect the actual number of choices so that empty boxes are not shown to the mobile user.

Sum Field

This Calculation field setting is for selecting the source field that will be summarized. Only Number and Calculation fields in a List, Loop Screen, or Table can be summarized.

System Default

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

Choices Field Types

Add choices
on mobile

This Single Choice field type setting is a toggle that allows users on mobile to add choices that are not already listed while completing a submission. This choice will only be available for this submission and not any future submissions of the same form.

Choices

Provides the list of values for Single Choice and Multiple Choice field types (separated by typing enter) that will appear as possible responses to the field. For all styles, there is the option to Start From Scratch. For all styles, except Single Choice Boxes, there is an option to Edit A Common List that pre-populates with the following common lists: US State Abbreviations, US State NamesMonth, Weekday, Australian State Abbreviations, Australian State Names, Canadian Province Abbreviations, Canadian Province Names, and Pass/Fail.

Multimedia Field Types

Draw on Image

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

Drawing Size

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

Photo 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.

Reference Image

This Drawing and Static Image field setting provides a background image to either draw on or simply for the mobile user to reference.

Signature Size

This Signature field setting determines the size of the signature on the Standard PDF. The options are SmallMedium, and Large.

Tile Photo

This Photo field setting will tile your images on the Standard PDF with three thumbnail 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.

Unsecured Access

This Attachment, Photo, and Video field setting allows you to access an image by the image URL exported in the CSV or XML without being logged into GoCanvas.

Note

If your account has HIPAA Compliance enabled, Unsecured Access is prohibited and the toggle is hidden from the Builder.

Video Source

This Video field setting specifies from where the video can be uploaded. At this time, the only permitted source is from the Camera.

Date, Time, and Location Field Types

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.

Display

This GPS field setting determines how you want the coordinates of your location presented on the returned submission. The options are Small Map, Large Map, Lat/Long, and Map Link.

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.

Map Zoom

This GPS field setting determines the zoom of the map you see on the completed submission. The options are Farthest (State), Farther, Far, Middle (City), Close, Closer (Street), and Closest.

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.

Other Field Types

Button Label

This Link field setting determines the text on the button that takes the mobile user to the link.

Data to Include

This Payment field setting will send an additional field value along with the transaction ID that gets sent to your Square account to help better identify payments taken in GoCanvas.

Mirror Field

This Mirror field setting is for selecting the specific field that will be reflected on a later screen.

Payment Total Field

This Payment field setting is for selecting the specific field that is the source of the payment amount.

URL

This Link field setting determines the website where the mobile user will go if they tap the link.

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