Table of Contents

Text fields

Configure Text fields

Static Text

Text fields

Admins and Designers can use text fields to capture accurate data, provide clear guidance, and improve workflow efficiency.

In the Advanced Form Builder, text fields include Text for user-entered information and Static Text for text that appears on the form or PDF but cannot be edited on your device.

Add a Text field

Text fields have two different Styles:

• Single line Text field captures brief text or nominal numbers, such as names, codes, or phone numbers. 
• Multi-line Text field captures longer written responses, such as comments or descriptions.

To add a new Text field in the Advanced Form Builder:

1. On the right side of the Forms page, in line with the form you wish to edit, click Edit.
2. Add a Text field using your preferred method and Label the field clearly.
3. (Optional) On the left side, in the Field Settings panel, click Multi-line (Single line is the default).
4. Configure any necessary Field Settings.
5. In the upper-right corner of the Builder, click Save, then Test the field, and click Publish and Assign to users.

Configure Text fields

Field Settings control how values are prefilled, formatted, required, and displayed in your form. Select an existing Text field to open Field Settings in the left panel.

Field panel settings

Default Value

A value that automatically appears when a user starts a new submission.

Format

Controls how data in the Single line Text field is displayed and structured. Options include:

• None: No special formatting and users can enter any characters.
• Email: Treats the value as an email address and helps ensure only an email format is entered.
• Number: For nominal numbers, including those starting with zero or needing symbols (Examples include ZIP codes and phone numbers).

System Default

Fills a Single line Text field with account or user-specific information pulled from GoCanvas. Options include:

• Username
• Company Name
• First Name
• Last Name
• Full Name

Required

Makes Text fields mandatory. Users must enter a value before moving to the next screen or submitting the form.

Read Only

Displays a Text field value on the form but does not allow users to change it.

Static Text

The Static Text field displays read-only instructions or notes, guiding users without requiring input.

Add a Static Text field

To add a new Static Text field in the Advanced Form Builder:

1. On the right side of the Forms page, in line with the form you wish to edit, click Edit.
2. Add a Static Text field using your preferred method.
3. On the left side, in the Field Settings panel, in the textbox labeled Static Text, enter the read-only instructions 
4. Configure any necessary Field Settings.
5. In the upper-right corner of the Builder, click Save, then Test the field, and click Publish and Assign to users.