How do I update a field within a form?
Each field within a form can be updated inside the form editor. Which edits can be made varies based on the type of field, but the location of the form editor and some basics remains constant.
Procedure
- Click on the Modules tab in the upper left corner.
- Click on the name of the module containing the field you want to edit. The Field List contains the basic definitions of fields, whereas the Default Form is where most changes that appear in the form are made.
- Click on the Forms tab.
- Click on the name of the Form you wish to edit.
- Click on the Wrench icon beside the field you wish to edit.
- See the articles for editing/creating specific types of fields.
Field Type | Explanation | Defining Characteristics |
Text Fields | Allow users to input text as data. |
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Numeric Fields | Allow users to input numbers as data. |
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Separator Fields | Are used to provide space between one field and another. |
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Comment Fields | Allow users to enter comments longer than the text box permits. |
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Action Fields | Allow users to preform some action, generally pressing a button. |
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Check Fields | Allow users to enter comments longer than the text box permits. |
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Lookup Fields | A type of Dropdown Field that allows users to connect Lookup lists they've made with a Field in a Form. |
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Select Fields | A type of Dropdown Field that allows users to type lists directly into the field. |
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Date & Time Fields | Allow users to enter a date and time. |
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Phase Fields | An advanced option. Contact Support for more information. |
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