Form Editor Overview Editing an Existing Form Adding Sections Using Templates Adding Questions Advanced Validation Rules Linked Records Configuration Text Fields (Single Line)Signature Fields Label Fields Multiselect Checkbox Fields Select Fields (Dropdown)Date Fields Radio Button Fields Person Select Fields Updating or Deleting Existing Fields

Basic Form Editor

Text Fields (Single Line)

How Administrators add single-line free text input fields to forms using the Form Editor.

The Text – Single Line tool allows users to input short free text. It can be set as mandatory, contain default text, and include field help.

Steps to Add a Single Line Text Field

Open the form in the Form Editor.
Drag the 'Text - Single Line' button to the desired location.
Enter the 'Name' (label) for the field.
Optionally, select 'Add Field help' to provide guidance.
Optionally, enter any 'Default Values' to pre-populate the field.
Select 'Yes' or 'No' for 'Mandatory'.
Select 'Ok'.
Select 'Save' at the bottom of the Form Definition page.

Version: 1

Linked Records Configuration

How Administrators configure the 'Linked Records' option within Question fields to allow users to link or create records from other modules.

Signature Fields

How Administrators add electronic signature fields to forms for approvals or acknowledgements.

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Steps to Add a Single Line Text Field