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.
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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