Default field settings
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.
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.
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.
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.
Last updated
