To add a standardised entry field to a generic form template

The procedure to add a standardised entry field to a generic form template is as follows:

Navigate to Quick Menu > Forms > Configuration > Form Definition. The Form Definition window is displayed.
Expand an entity heading and select a generic form definition from the alphabetical list, or type its name into the Search Forms field. By default the list is filtered to show Current form definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
Click on Templates. The Templates tab is activated.
Using the Select version drop-down field, choose the correct variant of the generic form template onto which an additional standardised field will be inserted; all existing field elements are displayed in the design area. Otherwise, click on Create New Version to commence a new variant of the latest form template 2.
Click on the Standard field heading. All custom field element options are revealed as discrete objects, each performing a specific function, supported by user-defined characteristics that control its behaviour and data validation thresholds. Each available option and associated attribute settings is summarised in the table below.
Using the standard 'drag and drop' technique, systematically transfer field objects from the left-hand pane into the design area, as part of the desired generic form structure. The dynamic form controls will automatically reveal the permitted locations for the new field, denoted by rectangular-shaped placeholders. Choosing a location reserved for an existing form element will automatically readjust the field order.
To control the appearance of the newly-added field, click on the adjacent formatting icon (). The Formatting window is displayed, ready to apply a custom style. This procedural step mirrors that covered separately in the topic To assign custom field styles within a generic form template.
To control the characteristics of the newly-added field, click on the adjacent properties icon (). The Settings window is displayed, ready to configure the operational and validation attributes. This procedural step mirrors that covered separately in the topic To assign custom field properties within a generic form template.
Repeat steps 5 through 8 to add further standardised entry fields onto the generic form template. The precise positioning of fields can be adjusted at any time, simply by dragging the corresponding element to the preferred placeholder location.
Optionally, to remove a newly-added field, click on the adjacent delete icon ().
Click on Save. All inserted field elements and proposed changes are stored against the current version number of the form template 3.

Note

1 The Search Forms field will match against any element of the generic form description.

2 Field element objects can only be transferred onto the design area once a form template version has been selected or created.

3 Where a new variant is being created, the version number is automatically assigned using a sequential counter.

Form Element Type	Default Caption	Criteria Fields	Comments
Checkbox Field	New Checkbox	Enumerated Values	Activating the Multiple attribute allows separate checkbox labels to be added in parallel within the single field element. The Enumerated values control panel () facilities the addition, removal and positional sort of each discrete checkbox.
Date Field	New Date	Minimum Date & Maximum Date (Note: This maps to the Fixed Date validation type)	Defines the validation thresholds for a captured date value, with each cell linked to a dynamic calendar.
		Minus / Plus 'x' Number of Days (Note: This maps to the Dynamic Range validation type)	Defines the accepted variance - expressed as an integer - between the current system date and a captured date value.
		Validation Type	None, Dynamic Range or Fixed Dates.
Date / Time Field	New DateTime	Minimum Date & Maximum Date (Note: This maps to the Fixed Date validation type)	Defines the validation thresholds for a captured date and time value, with each cell linked to a dynamic calendar and clock.
		Minus / Plus 'x' Number of Days (Note: This maps to the Dynamic Range validation type)	Defines the accepted variance - expressed as an integer - between the current system date / time stamp and a captured value.
		Validation Type	None, Dynamic Range or Fixed Dates.
Decimal Field	New Number	Minimum and Maximum	Defines the validation thresholds for a captured decimal value.
		Number of Decimal Places	Defines the appearance and rounding accuracy of the captured decimal value.
Image (Static) Field	New Image Field	Width & Height	Defines the desired image size in terms of pixels.
Image Capture Field	New Image Capture Field	Width & Height	Defines the desired photograph size in terms of pixels.
Integer Field	New Integer	Minimum & Maximum	Defines the validation thresholds for a captured integer value.
Label Field	New Label	None	This field serves as an aide memoir to the end user, providing contextual background to the completion of the form section.
Multi-Select Field	New Select	List Items	Defines a drop-down list of permitted values to be selected during completion of the form. The List items control panel () facilities the addition, removal and positional sort of each entry in the list. Where several selections are permitted on a single form instance, the Multiple attribute should be activated.
Paragraph Input	New Text Area	Minimum number of characters & Maximum number of characters	Defines the validation thresholds for the long character entry and appears as a text block on the published form.
Signature Capture Field	New Signature Capture Field	Width & Height	Defines the desired signature image size in terms of pixels.
Text Input	New Text	Maximum number of characters	Defines the upper validation threshold for the short character entry and appears as a single line on the published form.
		Input Pattern	Defines the prescribed syntax for the captured text value e.g. AAAnnn, where 'A' represents a character and 'n' an integer.
Time Field	New Time	Minimum Time & Maximum Time (Note: This maps to the Fixed Time validation type)	Defines the validation thresholds for a captured time slot, with each cell linked to a dynamic clock.
		Minus / Plus 'x' Number of Hours (Note: This maps to the Dynamic Range validation type)	Defines the accepted variance - expressed as an integer - between the current system time stamp and a captured time slot.
		Validation Type	None, Dynamic Range or Fixed Time.

See related topics...

To assign custom field styles within a generic form template

To assign custom field properties within a generic form template

To add a system data field to a generic form template

To add a graphic to a generic form template

To create a new generic form definition