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The fields in ITAM have various properties which configure their use. Some are specific to a certain field type while other properties are common to almost every field type.

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In this section of the guide we will discuss each property and its intended purpose. This section is meant to be used as a reference if you have questions about the properties while adding a Field to a Form.

Form Field Properties

Every field on an ITAM form has properties which configure its use in the form. First we will cover general properties which are used on one or more Field Types, then we will look at groups of options that work together.

General Properties

AutoPlay

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By setting this value, the field will be pre-populated with the text you enter. For field types with specific formatting requirements (e.g. Phone and Email), the default value should be formatted to be valid for that field type.

Enable Action ITAM

Enables the Action ITAM feature to be associated with this field, allowing for Examiners and Users to communicate back and forth about this field.

Enable Field Notes

This option enables field notes which is a great collaboration tool enabling team messages with an active visual indication for all users to utilize.

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Enables Rich Text for the user if checkedif checked allowing for greater formatting options.

Enable Status Indicator

This option displays a visual indicator of progress that helps to inform everyone what the status is in real time of the multitude of form fields, inputs and controls.

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Field Type determines what kind of data can be collected by your field. After you save the form, the field type cannot be changed. If you want to include a different field type at that point you will need to add a new field type to the form and delete the previous one.

Field URL

This property is specific to the Syndication field type. It is meant to contain the URL of the feed.

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Controls who is able to view a field on a form it has two options:

Guidelines for User

This property is for text that will be displayed to the user of the form while they are filling out the associated field.

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• US (###-###-####)

• International

Record Prefix

This property is specific to the Record ID field type. Use it to set a prefix to be displayed in front of the auto-generated number created by the Record ID field to identify the unique record (entry) with which it is associated.

Rich Text Fields

Many of the larger text field properties allow for rich text. Rich text fields allow for greater formatting options than simple text fields and provide buttons to simplify common formatting needs.

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This is an advanced template option. You can add a custom template variable to the parent element of this field. This is useful if you would like to generate Template Reports using IT Audit Machine form data. These custom template codes will not appear live in the Form Builder, only on the live form.

Width

This property is specific to the Syndication field type. It is meant to contain the Feed box width

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Checking this option will allow your client to select multiple answers for each row. This option can only be set once, when you initially added the matrix field. Once you have saved the form, this option can't be changed.

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This is an advanced template option. Template code for this row.

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Rules

These options set validation rules for the field.

No Duplicates

Checking this rule will verify that the data entered into this field is unique and has not been submitted previously.

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Checking this box will allow entity users the option to select a file previously uploaded into any form owned by that entity instead of uploading a new file.

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In this section we covered the various properties which can be set on the Form Fields. Next we will move on to discussing how to work with the data which has been entered into a form using the Entry Manager.

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[Previous Topic → Form Integration] Navigation [Next Topic → Form Fields Entry Manager]

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