Field Types

Create and edit forms by adding or removing fields. Each field type is formatted for a specific type of data. Each field can be configured with various options to fit your data. (When editing a form, click Add Field to see the list of field types.)

Use this field type to let users attach files to the item.

Field Description
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Notes for Attachment
  • Disabled: Users cannot add notes when adding an attachment
  • Enabled: Users can add notes when adding an attachment
  • Enabled and Required: Users must add notes when adding an attachment
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Required Yes: Users must enter a value in this field before saving the item

 

Use this field to capture photos and add images to your item.

Field Description
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Notes for Photos
  • Disabled: Users cannot add notes when adding a photo
  • Enabled: Users can add notes when adding a photo
  • Enabled and Required: Users must add notes when adding a photo
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for bar codes.

Field Description
Barcode type Code 39 is the only barcode format available
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (for details, see Links )
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type to perform various types of calculations based on data from other form fields.

Field Description
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Formula

Basic Math

  1. In the Formula field, click Basic Math
  2. Type the name of a field on the form, or type a constant (a constant is an actual number)
  3. Basic Math functions can be added by bracketing the function within parentheses (). Arithmetic functions consist of plus (+), minus (-), multiply (*), and divide (/)
  4. Specify the number of decimal places that must be entered in the number field by users

The Sample section below the Formula field provides a preview of your formula output:

Date

  1. In the Formula field, click Date
  2. In the Date/Time dropdown list, choose a Date/Time to start your calculation from. The Date/Times in the list are the other Date/Time fields in the form
  3. In the Days/Hours/Minutes box, choose the amount of time you'd like to add to the Date/Time value from step 2
  4. Optional. Choose additional options: Skip Weekends, Skip Holidays, Set Specific Time To, and Advance to Next Day

Time Span

The time span (in days/hours/minutes) is the difference between the From and To dates

  1. In the Formula field, click Time Span
  2. Click the first dropdown to select the date field for the From date, or use the Current Date/Time (default) option
  3. Click the second dropdown to select the date field for the To date, or use the Current Date/Time (default) option

Text

  1. In the Formula field, click Text
  2. Type the name of a field on the form, or type constant (a constant is an actual number). You can type multiple fields and constants. Data from fields or constants is combined in the order you list them
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement

 

Use this field type to perform calculations based on data from fields in child forms (the fields in the child form must be either Calculation or Number field types). Adding a Child Metric field type can be done only from the parent form. To create a parent-child relationship between two forms, see Links .

Field Description
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Child Form

Child Form

  1. In the Child Form dropdown list, choose the child form. The list is from the forms in the Links tab, which requires a Related Items field

 

If

  1. In the top dropdown list, choose the field from the child form. Only Calculation or Number field types can be used
  2. In the middle dropdown list, choose the operator. The operators vary by field
  3. In the bottom dropdown list, choose the value. The values vary by field
  4. Optional. Choose additional child forms and conditions: Click + Add Condition

 

Then

  1. In the Action dropdown list, choose the action to take when the condition is met. The action is performed on the data in the field in the child form you choose from the Form dropdown list in step 2, below

    • Average: The average of the data
    • Count: The number of fields containing data
    • Max: The highest value in the data
    • Median: The median of the data (the value exactly half way between the maximum and minimum values in the data)
    • Min: The lowest value in the data
    • Sum: The total of all data in all fields (in the items based on the child form field you choose)

  2. In the Form dropdown list, choose the field from the child form (chosen in If, step 1, above) to supply the data that the action is performed on

Ignore Standard Deviation Greater Than (Optional)

  • The standard deviation is the distance above and below the average. The smaller the standard deviation, the closer to the average the data is; the larger the standard deviation, the farther from the average. Data outside the standard deviation is excluded
  • Use the standard deviation to exclude extreme, unrepresentative, or outlier data. If not used, the system includes all data in the child form's field
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement

 

Use this field type to contain groups of fields so they can be added to a form as a unit.

Field Description
Allow Multiple

Y: Allows multiple components. Each component is listed with an arrow to access it (fields are not visible).

N: Fields in the component are visible like the rest of the fields in the form
Component Choose a component from the list.
Component Fields The fields from the component you selected in Component, above. To change required fields, edit that component
Display Name The name that displays to users
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field

 

Use this field type for currency.

Field Description
Currency Type Choose between US dollars and Canadian dollars
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Increments Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.)
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Number Range Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields
Placeholder The temporary text that appears in the field before users click in it
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type to contain data from data sources you uploaded (Excel or CSV files). To display data from a data source, the Data List field must use these field types: Multiple Choice, Number, or Text.

  1. Click the Data List field type
  2. On the Configure Data List window, in the Data Source dropdown, choose the data source

  3. Click +Add Field. On the Select a Field Type window, click the field type

    Use this field type for dates and times.

    Field Description
    Default Option

    Choose the default value of the field that appears when creating a new item.

    No: No default value (empty field)

    Yes: The default value is either:

    • Current time
    • Time from another Date/Time field in the form. If the time from the other Date/Time field changes, it also changes in this field and any calculations are recalculated

    1. In the Date Selected list, choose the current time or the time from another Date/Time field

    2. Optional. Use the Day, Hour, and Minute fields to add time to the current time or to the time from the other Date/Time field
    3. Optional. Skip Weekends, Skip Holidays, Set Specific Time To, and Advance to Next Day
    4. Click Save
    Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
    Display Options
    • Date format
      • MM/DD/YYYY: month/day/year
      • DD/MM/YYYY: day/month/year
    • Time format
      • 12 hour (a.m./p.m.)
      • 24 hour (military time)
    Hidden The field is hidden when creating or editing an item, but is visible in Details view
    Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
    Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
    Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
    Required Yes: Users must enter a value in this field before saving the item

     

     

    Field Description
    Data Source Column Choose the column from the data source
    Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
    Disable Search By default, options display in a Searchable Dropdown list (see Multiple Choice ). This option turns off the search feature in the dropdown list
    Multiple Select Yes: Users can make more than one selection (this option is not available for the Dropdown list)
    Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
    Prompt Text A brief message that prompts users for the action they need to take (“Select” or “Begin Typing”)
    Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
    Required Yes: Users must enter a value in this field before saving the item

     

     

    Field Description
    Data Source Column Choose the column from the data source
    Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
    Hidden The field is hidden when creating or editing an item, but is visible in Details view
    Increments Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.)
    Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
    Number of Decimal Places Specify the number of decimal places that are required
    Number Range Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields
    Placeholder The temporary text that appears in the field before users click in it
    Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
    Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
    Required Yes: Users must enter a value in this field before saving the item

     

     

    Field Description
    Data Source Column Choose the column from the data source
    Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
    Hidden The field is hidden when creating or editing an item, but is visible in Details view
    Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
    Placeholder The temporary text that appears in the field before users click in it
    Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
    Maximum Length Enter the largest number of characters a user can type in the field
    Minimum Length Enter the smallest number of characters a user can type in the field
    Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
    Required Yes: Users must enter a value in this field before saving the item

     

     

  4. Click Save
  1. Click the Data List field type
  2. In the left column, set Group Fields to N
  3. Click Save. Result: The form refreshes with the Data List field absent, but the fields it contains now appear with Move ( ) button
  4. Find the Data List field you want to move to another section and click Move ( ) to drag and drop it into a new location in another section

 

If you move all fields out of the Data List field and into other sections of the form, then open one of them and change Group Fields to Y, the system puts all the fields back in the original Data List field in the section that originally contained it.

 

Use this field type for dates and times.

Field Description
Default Option

Choose the default value of the field that appears when creating a new item.

No: No default value (empty field)

Yes: The default value is either:

  • Current time
  • Time from another Date/Time field in the form. If the time from the other Date/Time field changes, it also changes in this field and any calculations are recalculated

  1. In the Date Selected list, choose the current time or the time from another Date/Time field

  2. Optional. Use the Day, Hour, and Minute fields to add time to the current time or to the time from the other Date/Time field
  3. Optional. Skip Weekends, Skip Holidays, Set Specific Time To, and Advance to Next Day
  4. Click Save
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Display Options
  • Date format
    • MM/DD/YYYY: month/day/year
    • DD/MM/YYYY: day/month/year
  • Time format
    • 12 hour (a.m./p.m.)
    • 24 hour (military time)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Placeholder The temporary text that appears in the field before users click in it
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for due dates and times; the configurable options are very similar to the Date/Time field type.

Field Description
Default Option

If Yes is selected, choose how to add time to the current time:

  • Define a Date/Time by using the Day, Hour, and Minute fields to add time to the current time
  • Optional. Skip Weekends, Skip Holidays, Set Specific Time To, and Advance to Next Day
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Display Options
  • Date format
    • MM/DD/YYYY: month/day/year
    • DD/MM/YYYY: day/month/year
  • Time format
    • 12 hour
    • 24 hour (military time)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name This field automatically defaults to Due Date Time
Placeholder The temporary text that appears in the field before a user clicks in a field in an item
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for email addresses.

Field Description
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Placeholder The temporary text that appears in the field before users click in it
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for HTML code.

Field Description
HTML Type (or copy and paste) your HTML code into the window to make it appear in the form
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field

 

Use this field type for location data.

Automatically fill field with location data: If you use the Location field and your account is set to automatically fill location fields with your current location, then the system fills the Location field with your current location data from your device's GPS. For details, see Account > Work Item Creation Settings.

Field Description
Default Country This country appears automatically when creating an item; it can be changed by users. When creating or editing an item from this form, the country and state/province must match
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Fields
  • Display: the field appears on the form
  • Require: the field appears on the form and must be filled in
Name This field automatically defaults to Due Date Time
Primary Location Sets this field as the primary location if there is more than one location field on your form (each section can have only one location field). This option does not appear if another field has already be set as the primary location
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement

 

Use this field type for mailing address data. To automatically add map features to the Details page, use the Location field.

Field Description
Default Country This country appears automatically when users create an item (United States and Canada are the only options); it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Fields
  • Display: the field appears on the form
  • Require: the field appears on the form and must be filled in
Name This field automatically defaults to Due Date Time
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement

 

Use this field type for predefined lists of selectable data, such as dropdown lists and check boxes.

  1. Click on the Multiple Choice field type

  2.  

    Field Description
    Default Value This value automatically appears in the field when an item is created; it can be changed by users. Default value is only available if you've selected Display As>List
    Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
    Display As

    Choose how you want to display options to users:

    • Dropdown: A dropdown list of values. Users choose a single value.
    • List: A check box list of values. Users can choose single or multiple values
    • Searchable Dropdown: A searchable field. As users begin to type, potential matches from the predefined list of values are displayed. Users select as many values as are applicable
    Include "Other" Option

    Allows users to type in free text for one of the options you created in Display As > List or Searchable Dropdown. Users choose the option from either a Display As > List or Searchable Dropdown, then type their response in the field

    1. In Display As, choose how you want options displayed, then add the options
    2. In Include "Other" Option, click Yes. Result: The Other Value Prompt and Other Value Type dropdown lists appear in the right pane.
    3. In the Other Value Prompt dropdown list, choose the option (The option you choose as the Other Value Prompt is automatically listed last in the list of options)
    4. In the Other Value Type dropdown list, choose Number or Text to restrict the data typed in the field by the user
    Multiple Select Yes: Users can make more than one selection (this option is not available for the Dropdown list)
    Name This field automatically defaults to Due Date Time
    Options

    Define the Options from which your users select (A minimum of one option is required)

    1. Click + Add Option. Result: A field appears
    2. In the field, type the option. To finish, click outside the field.
    3. Optional. To continue adding options, press the Enter key
    Prompt Text A brief message that prompts users for the action they need to take ("Select" or "Begin Typing"). Prompt Text is only available if you've selected Display As > Dropdown or Searchable Dropdown
    Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
    Required Yes: Users must enter a value in this field before saving the item

     

  3. Click Save

Use this field type for numbers (integers).

Field Description
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Increments Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.)
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Number Range Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields
Placeholder The temporary text that appears in the field before users click in it
Number of Decimal Places Specify the number of decimal places that are required
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for phone numbers.

Field Description
Country For Mexico, the system enforces validation that requires the Mexican phone number format : +52 (country code), followed by the 10-digit phone number
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Placeholder The temporary text that appears in the field before users click in it
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type to display linked items. After adding a Related Items field, you must add a link. For details, see Links

Field Description
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Name The default value for this field is "Related Items." It cannot be changed
Question The default value for this field is "Related Items." It cannot be changed
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type to capture a signature using a touch capable device.

Field Description
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type to display information that is helpful to users. For example, put a statement at the start of a form section that provides context, clarification, or guidance about that section.

Field Description
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Statement Color The text color of your message. The default color is black
Statement Text The message you wish to display to users

 

Use this field type for free text to be entered by users.

Field Description
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Maximum Length Enter the largest number of characters a user can type in the field
Minimum Length Enter the smallest number of characters a user can type in the field
Multi-line

Yes:

  • The text field changes to a large field that allows text to be entered and displayed on multiple lines
  • The Minimum Length and Maximum length options are not available
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Natural Sort

Yes: In natural sorting, the system sorts numbers in consecutive numeric character strings as if they were a single number. For example, g4 sorts before g22 because 4 is smaller than 22.

No: In alphabetic sorting, the system sorts one character at a time. For example, g22 sorts before g4 because 2 is smaller than 4

Placeholder The temporary text that appears in the field before users click in it
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details)
Required Yes: Users must enter a value in this field before saving the item

 

Use this field type for Yes/No fields with a few options.

Field Description
Default Value This value automatically appears in the field when an item is created; it can be changed by users
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users)
Hidden The field is hidden when creating or editing an item, but is visible in Details view
Include "N/A" Option Yes: N/A (not applicable) is an option in addition to Yes and No
Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field
Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement
Required Yes: Users must enter a value in this field before saving the item