Advanced panel settings in Basic Forms

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This article describes how to use the Advanced panel settings in the Basic Form Builder.

Admins and Designers can use the Advanced panel to control field behavior and how data is named, displayed, and labeled in emails, submissions, and PDFs.


Advanced panel settings

The Advanced panel lets you configure field settings to control how data appears and behaves.

Note

You must select a field before accessing Advanced panel settings to view and update configuration options for that specific field.

Basic Form Builder_Advanced Panel Settings_Example.png

The Advanced panel shows settings based on the field type selected. Settings may differ for each field type.

Advanced panel overview

Config

Decimal Places

Controls how many decimal places are allowed in a Number or Calculation field.

  • Options include: No Limit, None, or a specific range from zero to six (1, 1.0, 1.00, 1.00, 1.000, 1.0000, 1.00000, 1.000000) decimal places.
  • If a Number or Calculation field is set to Currency, it always uses two decimal places and cannot be changed. Example: $30.50, $91.00, or $7,286.99
Max Characters

Limits the number of characters a user can enter in a Short Text field.

Field Mask

Requires users to enter text in the Short Text field using a specific pattern (like a fixed format for ZIP codes or IDs).

  • The following characters each have their own purpose in Field Masks: 0, 9, A, a, L, l, ?, *
Mobile Style

Sets the textbox size of a Long Text field in the app. The field will still allow the same number of characters, regardless of its size.

Image Source

Controls how images are uploaded to the Photo field. Options include:

  • Camera or Gallery
  • Camera Only
  • Gallery Only
Tile Photo

Displays your images in the smallest size on the Standard PDF, a max of three thumbnail images in a row, to save space and keep layouts compact. If you turn on Tile Photo, you cannot change the Photo Size.

Photo Size

Controls the visual size of the photo, helping you manage image quality and file size on the Standard PDF. Options include:

  • Smallest: The tiniest image size, saving the most space.
  • Thumbnail: A small preview-sized image, slightly larger than Smallest.
  • Small: A compact image size.
  • Medium: A medium image size for clearer detail.
  • Largest: The biggest image size for maximum detail.
Allow Unsecured Access

Allows anyone, without logging in, to open the image through a URL produced in a CSV Submissions page export.

Signature Size

Determines the size of the signature on the Standard PDF. Options include:

  • Small
  • Medium
  • Large

Place Value in

Email Subject

Inserts the selected field's value in the email subject line of the submission notification email.

  • Available for Short Text, Static Text, Number, Calculation, Dropdown, Rating, Single Choice, Multiple Choice, Date, and Time fields.
Email Body

Inserts the selected field's value in the body of the submission notification email.

  • Available for Short Text, Long Text, Static Text, Number, Calculation, Dropdown, Rating, Single Choice, Multiple Choice, Date, and Time fields.
PDF File Name

Inserts the selected field's value in the title of the PDF.

  • Available for Short Text, Static Text, Number, Calculation, Dropdown, Rating, Single Choice, Multiple Choice, Date, and Time fields.
Submission Name

Inserts the selected field's value in the name of the submission. Replaces the Submission ID.

  • Available for Short Text, Static Text, Number, Calculation, Dropdown, Rating, Single Choice, Multiple Choice, Date, and Time fields.

Display Value When

On PDF

Shows a field on the Standard PDF based on the selected dropdown menu options. This is available for all field types. 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
  • Only to addresses set on the Email Options page
In Submission

Shows a field on the web portal on the Submissions page based on the selected dropdown menu options. This is available for all field types. 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

Labels

Export

Allows a different label for the field than the one shown in the form. This label only appears when exporting data, often to make labels shorter.

Receipt

Allows a different label on the receipt than in the form so text be shortened to fit standard receipt paper.

Submission

Allows a different submission label on the web portal and PDF, so submissions show a more detail label than in the form.

Note

The Display Value When and Labels sections are present for all field types.

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