By clicking on "Add field" a new screen will open where we can create the new field:
Image 1: Field configuration screen where the “add field” button can be seen
On this screen you will need to fill in a series of data that will depend on the type of field you want to add. Below are all the types of fields available, with the options each field has and examples of how they would look on the forms.
This type of field will allow the user to write a single line in a box. The options for this field are:
Image 1: Field configuration screen. “Text box” type detail
- Internal name of the field : this is the name that will appear in the XML.
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ("Do not show title on the form"), we can hide this title from the form, but it will continue to appear on the receipt.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Image 2: Field configuration screen. “Text box” type detail, where the user is allowed to enter a “short answer”
The number field is very similar to the text box, but will only allow the user to enter numbers. The options for this field are:
Image 1: Field configuration screen. “Number” type detail
- Internal name of the field : this is the name that will appear in the XML.
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ("Do not show title on the form"), we can hide this title from the form, but it will continue to appear on the receipt.
- Minimum field length (optional): Number of digits that the entered number must have at least.
- Maximum field length (optional): Maximum number of digits that the entered number must have.
- Minimum field value (optional): The minimum value that is allowed to be entered in the box.
- Maximum field value (optional): The maximum value that is allowed to be entered in the box.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Visually, it's the same as the text box, but the user will only be able to enter numbers:
Image 2: Field configuration screen. “Number” type detail with the possibility of entering numbers by the user
For cases where the user needs to enter more text, we have the "Text Box (Multiline)" which will show us a larger box where the user can write several lines of information. The options are the same as in the case of the single-line text box:
Image 1: Field configuration screen. “Multiline text box” type detail
- Internal name of the field : this is the name that will appear in the XML.
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ('Do not show the title on the form (It will only be shown on the receipt)'), we can hide this title from the form, but it will continue to appear on the receipt.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Image 2: Field configuration screen. “Multiline text” type detail with the possibility of entering a long answer by the user
A multiple selection box will allow the user to select several or all of the options that are configured. The screen to create one is as follows:
Image 1: Field configuration screen. “Multiple selection box” type detail
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below (Do not show title on the form), we can hide this title from the form, but it will continue to appear on the receipt.
- Options : we will have a section where we can add the options we need (at least one must be there). In case we make a mistake, we can also reorder and delete them. In addition, for each of the options, we will have to enter the internal name of the field, which is the name that will appear in the XML.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Image 2: Field configuration screen. “Multiple selection box” type detail with an example selector
Single selection boxes will allow the user to select one of all the options configured there. The options for this field are:
Image 1: Field configuration screen. “Single check box” type detail with an example of a selector.
- Internal field name : this is the name that will appear in the XML
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ("Do not show title on the form"), we can hide this title from the form, but it will continue to appear on the receipt.
- Options : we will have a section where we can add the options we need (in this case at least two because the user will have to choose only one from all the possible ones). In case we make a mistake, we can also reorder and delete them.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Image 2: Field configuration screen. “Single check box” type detail with an example of a selector.
The drop-down list is another option that will allow the user to select one of all the options that have been configured. The screen for this field is exactly the same as the single checkbox:
Image 1: Field configuration screen. “Drop-down list” type detail with an example of a selector.
- Internal name of the field : this is the name that will appear in the XML.
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ("Do not show title on the form"), we can hide this title from the form, but it will continue to appear on the receipt.
- Options : We will have a section where we can add the options we need (in this case at least two because the user will have to choose only one from all the possible ones). In case we make a mistake, we can also reorder and delete them.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
The only difference between the single selection box type and the drop-down list type is the way it will be displayed to the user, who in the case of the latter, would see it in the form of a drop-down:
Image 2: Field configuration screen. “Drop-down list” type detail with an example of a selector.
With the title field we can add a title that will allow us to separate the form into sections. The options for this field are simply a title for the field and the text we want the title to have:
Image 1: Field configuration screen. “Title” type detail
Since the title is simply text that is displayed on the screen, it is not sent via XML, nor does it allow you to hide it or add help text to it.
Image 2: screen showing what the “example title” field looks like once configured
The description will allow us to add an informative field within the form. The options for this field are simply a title for the field and the text we want the description to have:
Image 1: Field configuration screen. “Description” type detail
Since the description is simply text that is displayed on the screen, it is not sent via XML and does not allow us to hide it or add help text to it.
Image 2: screen showing what the “example description” field looks like once configured
The file field will allow the user to attach a file to the form. The options for this field are:
Image 1: Field configuration screen. “File” type detail
- Internal field name : this is the name that will appear in the XML
- Title : This is the title that will be seen on the form and on the receipt. However, by clicking on the option below ('Do not show the title on the form (It will only be shown on the receipt)'), we can hide this title from the form, but it will continue to appear on the receipt.
- Finally, we can choose whether it will be mandatory for the user to enter a value in this field or not, and if we want to add help text to guide the user in filling out the field.
Image 2: screen showing what the “File” field looks like once configured