Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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On this page
  • Basic Fields
  • 1. Textbox
  • 2. Number
  • 3. Select
  • 4. Multiselect
  • 5. Email
  • 6. Phone
  • 7. Radio
  • 8. Date
  • 9. Location
  • 10. Geo-Fence
  • 10. Section
  • 11. Label
  • 12. Rating
  • 13. Slider
  • 14. Rich text field
  • Multimedia Fields
  • 1. Image
  • 2. Video
  • 3. Document
  • 4. Canvas
  • 5. Audio
  • Advanced Fields
  • 1. Status
  • 2. Priority
  • 3. QR Code
  • 4. Bar Code
  • Group member fields
  • 1. @Select
  • 2. @Multiselect

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  1. FORM BUILDER
  2. How to create forms?
  3. Adding fields and saving a form

Types of fields

PreviousAdding fields and saving a formNextDefault field settings

Last updated 2 years ago

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Building forms involves adding fields to a form and configuring their properties specific to your business needs. Fields are building blocks of a form that enable you to collect data from the user who is filling in the details.

There are various field types that collect this user data in different types of formats:

Basic Fields

1. Textbox

The Textbox field allows the users to enter values in a string (text, numbers or special characters) format.

For example, the textbox can be used to record somebody's name, address and suchlike fields.

Check out the , and field settings for the textbox field.

2. Number

The Number field allows users to enter numeric values only.

For example, the number field can be used for age, amount and suchlike fields, or fields that require calculation.

3. Select

The Select field allows users to choose a single item from a list of options.

Select fields are used when you want the user to select one option from a pre-defined list of options.

For example, the select field titled "Country" has pre-defined options "India, USA, Germany, Canada, Amsterdam" and the user just selects "India" as the field answer and submits the form.

4. Multiselect

The Multiselect field allows users to choose multiple items from a list of options.

Multiselect fields are used when you want the user to select multiple options from a pre-defined list of options.

For example, the multi select field titled "Country" has pre-defined options "India, USA, Germany, Canada, Amsterdam" and the user selects "India" and "USA" as the field answer and submits the form.

5. Email

The Email field allows users to enter a valid email address. It validates the email address by checking if it includes an @ and . as characters.

6. Phone

The Phone field allows users to enter a valid phone number. The accepted field value is country-specific. For example, Indian phone numbers have 10 digits. So, if the Indian flag is chosen (as shown below) then the set validation for the phone field is 10 digits by default.

7. Radio

The Radio field allows users to select a single item from pre-defined options. It is similar to the "Select" field with a different layout.

8. Date

The Date field allows the user to enter/select the date in a specified format.

9. Location

The Location field helps to record the current location of the submitter of the form.

This can be manually picked by the user (if chosen in field settings) or auto-picked by the system.

10. Geo-Fence

The Geo-Fence field is a special type of location field where the form creator wants to set the perimeter around a selected location.

The perimeter details are recorded as the Geo-Fence field value. To fill the value in the field, the user drops the pin at the desired location and defines the perimeter as a circle/polygon/line.

This field is crucial to validate the form submitter's location which means that the form creator wants to make sure that the form submitter's current location should fall within the perimeter as defined in the Geo-Fence field value.

10. Section

The Section field groups together fields and acts like a sub-form within a form. This is generally used when you want to group similar or related information.

For instance, if we want to create the Address field, we can group all the details (Street name, City, Zip code) into one section.

11. Label

The Label field is used to display text on the form.

As the name suggests, the label field serves as a label for the required part of the form.

12. Rating

The Rating field allows users to provide feedback to your form as a star rating.

13. Slider

The Slider field allows users to drag a handle to select a number from a defined range of numbers (1 to 10).

For example, the slider field can be used to ask rating from the user about a certain aspect.

14. Rich text field

The rich text field displays a text area with various editing and formatting options. The user can enter, edit and format text with unlimited characters.

Multimedia Fields

1. Image

The Image field allows users to upload image files of sizes up to 10 MB. Acceptable formats are JPG, JPEG, BMP, SVG, GIF, PNG and TIFF.

The image files can be uploaded from the device, dragged and dropped, or copied and pasted in the form.

2. Video

The Video field allows users to upload video files of sizes up to 26 MB. Acceptable formats are WEBM, MP4, MPG, OGG, MOV, AVI, FLV, M2V, and M4V.

The video files can be uploaded from the device, dragged and dropped, or copied and pasted in the form.

3. Document

The Document field allows users to upload document files of sizes up to 105 MB.

4. Canvas

The Canvas field allows the user to write in the field with the help of a mouse. If the user's device is a touch screen, then they can write with the help of a stylus or finger by dragging it along the screen and positioning it accordingly.

For example, the canvas field can be used for taking electronic signatures from the user.

5. Audio

The Audio field allows users to upload audio files of sizes up to 26 MB. Acceptable formats are MP3, MP4, and WAV.

Advanced Fields

1. Status

The Status field is used when a form is attached to a workflow to track its progress (determine the current stage of the workflow).

2. Priority

The Priority field indicates the importance of a process.

It is a select field with a pre-defined title Priority with a specific use case. The user can create desired options for the field, for example, it can be High, Medium, Low.

3. QR Code

The QR Code field allows the users to scan and read a QR code through the mobile application.

4. Bar Code

The Bar Code field allows the users to scan and read a bar code through the mobile application.

Group member fields

1. @Select

The @Select field is used to tag a single user in the form.

This is a select field where options will be the members of the group in which this form exists.

2. @Multiselect

The @Multiselect is used to tag multiple users in the form.

This is a multi-select field where options will be the members of the group in which this form exists.

Check out the and field settings for the number field.

Check out the , and field settings for the select field.

Check out the , and field settings for the multi select field.

Check out the and field settings for the email field.

Check out the and field settings for the phone field.

Check out the and field settings for the radio field.

Check out the and field settings for the date field.

Check out the and field settings for the location field.

Check out the and field settings for the Geo-Fence field.

Check out the and field settings for the section field.

Check out the field settings for the label field.

Check out the and field settings for the rating field.

Check out the and field settings for the slider field.

Check out the field settings for the rich text field.

Check out the and settings for the image field.

Check out the and field settings for the video field.

Check out the and field settings for the document field.

Check out the field settings for the canvas field.

Check out the and field settings for the audio field.

The Status field will appear like a simple dropdown on the form if it is not attached to a .

Check out the field settings for the status field.

Check out the field settings for the priority field.

Check out the and field settings for the QR Code field.

Check out the and field settings for the Bar Code field.

Check out the field settings for the @Select field.

Check out the field settings for the @Multiselect field.

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