Common Field Properties

Properties Overview

To edit the properties (sometimes referred to collectively as settings) hover over the component and click the gear icon. You will then be presented with a pop-up in which you can set the properties of the field.

The properties for a field are different for each field type but there are a few core properties that are used across the form builder, and they will be detailed below. For field-specific properties, see the articles on Common, Advanced, Other, Layout and System Fields.

Display Properties

• Field Name: The name the form builder will use to define the field. This value will link to the Mergefields in your document template, so we recommend you take care to use unique field names which follow a defined naming convention to ease the template coding process.
• Label: The Label for the field. The text here will show up above the input area for most fields. Some fields such as Button and Check Box fields will have the label integrated into the control. The Panel field calls this property 'Title'.
• Hide Label: Hides the label.
• Show in Summary: When checked, this field will show up in a summary table either in the form or in the email body. To show a summary table in an email you would need to insert a {{MyUserDataSummary}} tag in the email body in the submission settings.
• Important: When checked, this marks the field for editable review. This is currently achieved via a link to custom html, but will be coming to its own Advanced Field soon.
• Hidden: Will hide the field from the user
• Clear Value When Hidden: A field with this property checked will clear any values if a rule hides this field. Checking this property will not cause the field to be cleared when you change pages in a wizard.
• Label Position: Allows you to change the position of the label in relation to the input area of the field. Selecting variations on Left and Right will open up options for Label Width and Label Margin.
• Read Only: When checked, the field will not be able to be edited by the user
• Do Not Load This Field From A Saved Record: When loading a saved record back into the form for re-submission, a field with this property enabled will not have that saved value loaded with the rest of the data
• Default Value: Sets a default value for the field. If not changed, this value will be saved to the data record
• Placeholder: A watermark inside the input field. Generally used to show an example of what the user should type. Will not show up in the data record if the user does not edit the field
• Tooltip: Text entered as the value for this property will show up when the user hovers over the question mark at the end of the label. Used to give further information about what the user should be entering into the field
• Error Label: Text to show when the validation tests for the field fail
• Custom CSS Class: Add custom CSS class here. The class added will be able to be accessed when setting up the custom CSS for your tenancy.
• Tab Index: The number of fields to move when the user hits the Tab key whilst on this field

Data Properties

• Refresh On: Allows you to change when this field will refresh it's data. Provides a list of other fields that, when they change, this field will be refreshed on.

Validation Properties

• Required: If checked, this field must be filled in for the form to submit
• Validate On: Determines when this component should trigger front-end validation.
• Custom Error Message: Message to show when the validation tests are not passed

Logic Properties

• Advanced: Add advanced logic. Please see this article for steps on how to edit this property.