To assign custom field properties within a generic form template

The procedure to assign custom field properties within a generic form template is as follows:

Prerequisite procedural steps are covered separately in the topics To add a standardised entry field to a generic form template. and To add a system data field to a generic form template. Refer to these before proceeding to step 2.
Identify the field element to be ascribed custom attributes and click on the adjacent properties icon (). The Settings window is displayed, ready to configure the attributes of the chosen field element.
Enter a unique identifier for the chosen field element into the Field name box provided 1.
Enter a Label into the box provided i.e. the caption for the chosen field element, as presented to each end user with responsibility for completing a form instance.
Where the image field element is to be augmented by contextual information, activate the Display help text tick box provided and enter the supporting content into the corresponding Help text placeholder.
Where the field element has been added for reference purposes only and is not intended to be updated by the end user during an active form instance, activate the Read only tick box provided.
Where the potential exists for parallel responses to be captured within the same field element, activate the Repeating tick box provided.
Where a response should be validated against threshold properties configured for the specific field element, activate the Input validation tick box provided 2.
Where completion of the field element is Mandatory, activate the corresponding tick box provided.
Customise the remaining attributes in accordance with the intended function of the specific field element. An explanation of each field-specific option is summarised in the table below.
Click on Confirm. All defined attributes are assigned to the field element.
Repeat steps 2 through 11 to assign custom properties to the remaining field elements on the generic form template.
Click on Save.

Note

1 System validation rules ensure that the name entered for each field element is unique for the selected form variant.

2 This option is not applicable to the Image (Static) Field, Image Capture Field and Multi-Select Field elements and is hidden from view.

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 add a standardised entry field to a generic form template

To add a system data field to a generic form template

To create a new generic form definition