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
  • The uses for the option Remove for now in optionality settings.
  • Populate this field with self-user profile data

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

Default field settings

PreviousTypes of fieldsNextIndividual field settings

Last updated 2 years ago

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The default field settings are the basic settings of any field that determine how the field will be displayed and behave when the form is set up. These settings are common to all fields.

Field

Description

Field Name*

Enter a name for the field

Description of the field

Enter a tooltip text that should appear when the mouse pointer hovers over the field

Edit settings

make editable – Select this if you want to allow the user to enter/change the value for the field

mark readonly – Select this if you want to prevent the user from changing the value of the field

Visibility settings

Show to user – Select this if you want the field to be visible to the user at a particular step of the workflow

Hide from user – Select this if you want to hide this field from the user at a particular step of the workflow

Remove for now – Select this if you neither want to populate this field with any value nor show it to the user at a particular step of the workflow

This setting can be changed to Show to user/Hide from user at another step of the workflow

Optionality settings

mark field mandatory – Select this if you want the user to mandatorily enter a value for the field

keep field optional – Select this if you want to mark this field as optional and the user is not required to enter a value for the field

Set any default answer

Enter a default value that should appear when a user first opens the form

Whether this value can be edited or not depends on your Edit settings.

Allow users to add multiple rows of data in this field

Select this if you want to allow the user to make multiple data entries for the field

If selected, an Add another row button will be displayed for the field.

Populate this field with self-user profile data

Turn on this toggle switch if you want the field to be auto populated with the submitter’s name, email ID or phone number If you want to select other parameters from the user’s profile, please reach out to our Solutions team.

This field should have autogenerated values

Turn on this toggle switch if you want to autogenerate a value for the field in a defined format This value is generated by the system once the form is submitted and is not visible to the submitter while filling the form details

The field title can also be given in Please add title that appears when you add a field as shown in the image at top of the page.

The uses for the option Remove for now in optionality settings.

  1. The user setting up the form doesn't require the field now but may need it in the future. So, the user creates the field and configures all the field settings required and marks it as Remove for now. The user can always come back and set the field as Visible to make it part of the form.

  2. The user setting up the form doesn't want to show the field to the user filling up the form but requires this at some workflow step in the Edit form ( the user taking action on a workflow step can edit the selected form field values). So, the user setting up the form creates a field and marks it Remove for now to make it part of the form but not visible to the user filling the form.

Populate this field with self-user profile data

If the user turns on this toggle, then the field value will be fetched from the user profile details from a User list in Manage Users.

  1. When the user turns on this toggle, the user is asked to choose the user list name which should be used.

The user creating the form has to make sure that the users who will fill this form should be part of the selected user list.

2. All the user profile parameters like Name, Phone, Email etc. in the selected user list are shown in the following dropdown. The user can select the desired parameter that should fill in this field.

Clicking on the settings icon will take the user to field settings
Basic settings of form fields