Creating a Field

You can create a Field. The new Field will be listed in the Fields tab.

To Create a Field
  1. In Build mode, click the Fields tab. All existing Field Objects are displayed.

    The Field Objects displayed below are relevant to CampusNexus Student. The fields displayed for CampusNexus CRM will be different.

  2. Click the Add New Field button. The Create new Custom Field dialog box is displayed on the Canvas.

  3. Specify the required details. All required fields are indicated with an asterisk in the form.

    Field Description
    Field Name * Name of the field in the database.
    Display Text Name of the Field displayed in the Fields tab.
    Input Method Type of data that must be specified in the Field. The fields in the form vary based on the value that you select.

    The Data Type field is disabled if you select the following Input Methods:

    • Check Box
    • DocuSign
    • File Upload
    Ghost Text The hint text displayed in the Field. For example, Enter your password is the ghost text for the Password field. The Ghost Text field is displayed when you select either Secure Text Box or Text box in the Input Method list.
    Data Type Data Type can be the following values:
    Data TypeDescription
    binaryEnables the user to upload a file. When you select a File Upload input method, you can specify the Max Size, File Type*, File Extensions*, and Max Files for the upload.
    bitEnables the user to select an option from a maximum of two options that can be set in a Field. For example, the end user can select or clear a check box.
    charEnables the user to type content that does not exceed one character. The typed content can be alphanumeric or a special character.
    datetimeEnables the user to select date and time values from date and time controls.
    emailEnables the user to specify an email address, for example in contact information.
    intEnables the user to type an integer number value in a field.
    moneyEnables the user to type a monetary value in a field.
    numeric Enables the user to type a numeric value that includes decimals.
    textEnables the end user to type alphanumeric text in a field. Text is the default Data Type for the Text Area Input Method.
    varcharEnables the end user to type alphanumeric text in a field. Varchar is the default data Type for the Text Box Input Method.

    *File Types and Extensions supported:

    File TypesExtensions
    Images .jpg, .jpeg, .png, .gif
    Documents .doc, .docx, .xls, .xlsx, .txt, .pdf, .ppt, .pptx, .odt
    Compressed Files .zip, .rar, .7zip
    Multimedia .3gp,.3g2, .avi, .mov, .mp3, .mp4, .m4v, .mpg, .m4a , .ogg , .ogv, .wav, wmv
    Default Value The default value displayed in the Field.

    The Default Value field is not displayed for the DocuSign and File Upload input methods.

    Max Size Max size for the field. For example, for a File Upload Input Method, you can specify the Max Size is 2 (GB). The value for file upload is in GB.

    The Max Size field is not displayed for the DocuSign and Check Box input methods.

    Hide Label Hides the field label on the form when displayed.
    Is Required The user will be required to fill a value in the field.

    Fields that contain the IsRequired property set to True are displayed with a red asterisk in the Fields tab.

    Is Hidden The field will be hidden. This is useful when you want to use the field to perform internal calculations.
    Read Only The field will be displayed as non-editable.
    Description Detailed information about the Field.
  4. Click SAVE. The Field is saved and displayed in the Fields tab.

 

Related Topics

Building Forms and Sequences

Working with Fields

Related Tasks

Applying Filters to Fields

Validating Fields

Editing Field Properties

Viewing Field Properties

Reference

Forms Builder Process Flow