System Fields

A Form field collects user data and serves as the display or user interface within the system. Form fields (sometimes referred to as 'components' or 'controls') define the way the user enters a piece of data and the format that the data is saved as.

This article covers System Fields. System fields are not intended to be used as inputs for your document template and it is recommended that you hide these fields within a hidden panel so that the user cannot see or edit them. System Fields directly affect on-submission behaviours.

There are also further articles on Common, Layout, Other and Advanced Fields.

Adding a Form Field

To add a form field to a form, drag and drop the component from the left column into the desired location within the form.

Each new form starts with a submit button automatically added to it. This can be removed or edited as necessary.

Editing a Form Component

To edit a form component on a form, hover over the component and click the gear icon. You will then be presented with a settings form for the component.

The settings for a form component are different for each component type.

Assign ACL

An Assign ACL field allows you to set the record ACLs to a defined User or Team. It contains three sub-components.

• Team/User Names: The name of the Entity you wish to give record permissions to.
• Entity Type: Indicates whether the Entity Name is that of a User or a Team
• Permission Type: Sets the type of permission to allow the Entity. Either: Can View, Can Edit or Set Owner. See our future article on Permissions for more.

You can only use one Assign ACL field per form and you cannot change its field name. If you have added more than one of these fields, only the field with the field name 'assignAcl' will have an effect.

It is recommended that you hide this field, and use the default value property to set the values for the sub-components.

If you want to set ACLs dynamically, you can set the value of the assignAcl field with script, and you do not need the assignAcl control to be in your form to achieve this. You can also set record ACLs in the Submission Settings.

System Redirect

A system redirect field will redirect the form to another web-page on submission. To do this, set the value of the field to the url of the page you want the form to redirect to on submission. It is highly recommended that you hide this field so the user can't manually change the redirect location.

To change the redirect location dynamically use the Rules Builder to set this field's value. Do not add more than one System Redirect field.

Forms with system redirects will not allow access to the on-submission document download popup modal.