This article provides information about how to use the Field panel settings in the Basic Form Builder.
Admins and Designers can use Field panel settings to control how fields look, behave, store data, and collect information.
Field panel settings
Field panel settings determine how each field behaves and how users interact with it while completing a submission. Field panel settings automatically open on the right side of the Builder when a field is selected on the PDF.
Field panel overview
- Label
A name or description shown next to the field to tell users what to enter so they can complete the form correctly. Available on all fields except the Static Text field.
- Type
Displays the current field Type for the selected field. Expand the dropdown menu to select another. Available on all fields.
- Style
Controls how the field looks and behaves for users filling out the form. Supported fields and their Styles:
- Single Choice: Radio Buttons and Boxes
- Multiple Choice: Checkboxes and Buttons
- Number: Number, Increment, Slider, and Currency
- Time: AM/PM, 24 Hour, HH:MM:SS, and MM:SS
- Date: MM/DD/YYYY, DD/MM/YYYY, and YYYY/MM/DD
- Default
A value that automatically appears when a user starts a new submission.
- Default is available on Short Text, Long Text, Number, Rating, Single Choice, Multiple Choice, Date, and Time field Types.
- Format
Controls how data in the field is displayed and structured. Supported fields and their Formats:
- Short Text: None, Email, and Number
- Calculation: 1, 1.0, 1.00, 1.000, 1.0000, 1.00000, 1.000000, HH:MM, HH:MM:SS, MM:SS, and Currency
- System Default
Fills a Short Text field with account or user-specific information pulled from GoCanvas.
- Choices consist of Username, Company Name, First Name, Last Name, and Full Name.
- Minimum
Sets the lowest numeric value a user can enter in a Number field. Entered values must be greater than or equal to this value.
- Maximum
Sets the highest numeric value a user can enter in a Number field. Entered values must be less than or equal to this value.
- Required
A mandatory field where users must enter a value before moving to the next screen or submitting the form.
- Required is available on Short Text, Long Text, Number, Dropdown, Rating, Single Choice, Multiple Choice, Photo, Signature, Date, Time, and Checkbox field Types.
- Read Only
Displays a field value on the form but does not allow users to change it.
- Read Only is available on Short Text, Long Text, Number, Rating, Date, and Time.
- Designer
Defines how a field looks and is positioned on the PDF without changing the data it collects.
- Position: Controls where a field appears on the page, so you can align it with your PDF. Adjust its X value to move it left or right, and its Y value to move it up or down.
- Dimensions: Sets the width and height of a field on the PDF. Make it larger to fit longer answers or smaller to avoid covering PDF text.
- Background: Fills a color behind the date in a field. The default is a transparent background.
- Hide On PDF: Hides a field and its value on the generated PDF output, even if they are visible while completing the form on mobile or Web Client.
You can also click and drag a field to reposition and resize it with the square control points. This automatically updates the Position and Dimensions settings.
Did we answer your question?
We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!
Comments
0 commentsPlease sign in to leave a comment.