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The ITAM Admin Portal Form Builder has an extensive array of Field Types designed to help the Administrative User design a form that captures the data their organization needs in the most efficient and effective way possible. To get the most out of the effort put into building forms, it is important to understand the various types of fields, what their purpose is, and what options they provide to fine tune their use.
The Form Builder comes with 22 different field types to assist the Administrative User in designing a form that will best meet their oversight needs. Some of the fields exist to provide information to the user, either about the form or about the process. Others exist to help manage and control the flow of the form. Many exist to capture and validate a specific type of data and some include the ability to weight the answers to simplify compliance validation.
Many, and in some cases all, fields share some features in common.
Most field options have a help link next to the name of the field to provide information about the field and its intended purpose and use. Simply click on the small icon of a question mark and some information will pop up on the screen about the field.
Help Information Overlay
The Field label property is available on many, but not all Field Types.
Many, but not all, Field Types that have a Field Label also have a Label Background property as well.
Many, but not all, Field Types that have a Field Label also have a Label Color property as well.
If available, it is an option HTML Color code for the text color of the Field Label. A Color Picker will be presented to facilitate the selection of an appropriate color.
Field Type determines what kind of data can be collected by your field. After you save the form, the field type cannot be changed.
This property sets the visual appearance of the field in your form. It does not limit nor increase the amount of data that can be collected by the field.
Three options are available.
This property is for text that will be displayed to the user of the form while they are filling out the associated field.
This option enables field notes which is a great collaboration tool enabling team messages with an active visual indication for all users to utilize.
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.
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.
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.
Data Entry Fields
Single Line Text
This field is a great choice when you have just a single line of text information you want to acquire from the respondent in your form. A single field will accept up to 65,535 characters or about 18 full pages of text.
Properties
Property | Description |
|---|
Field Label |
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Label Background |
|
Label Color |
|
Field Type |
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Field Size | |
Default Value | By setting this value, the field will be pre-populated with the text you enter. |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Text Option |
Display as Password Field | Checking this will display the field as a Password Field and mask all the characters (shown as asterisks or circles). Please be aware that there is no encryption being made for the password field. You will be able to see it from the admin panel/email as plain text. |
Range |
Min | Minimum value for the range |
Max | Maximum value for the range |
Limit By | You can limit the amount of characters typed to be between certain characters or words, or between certain values in the case of a Number Field. Leave the value blank or 0 if you don’t want to set any limit. |
Paragraph Text
This field is a great choice when you have a paragraph of text information you want to acquire from the respondent in your form. A single field will accept up to 65,535 characters or about 18 full pages of text.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Default Value | By setting this value, the field will be pre-populated with the text you enter. |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Enable Rich Text | Enables Rich Text for the user if checked. |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Range |
Min | Minimum value for the range |
Max | Maximum value for the range |
Limit By | You can limit the amount of characters typed to be between certain characters or words, or between certain values in the case of a Number Field. Leave the value blank or 0 if you don’t want to set any limit. |
This field is a great choice when you want to collect information about a person’s name and title.
Properties
Property | Description |
|---|
Field Label |
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Label Background |
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Label Color | |
Field Type | |
Name Format | Four formats are available. |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to collect telephone number information from your respondent.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Phone Format | Two formats are available. US (###-###-####) International
|
Default Value | By setting this value, the field will be pre-populated with the phone number you enter. |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to collect an email address from your respondent. The field does provide some simple syntactic validation.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Default Value | By setting this value, the field will be pre-populated with the text you enter. |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to collect time-based information from your respondent.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Time Options |
Show Seconds Field | Checking this will enable the Seconds field on your time field. |
Use 24 Hour Format | This will enable 24-hour notation in the form hh:mm (for example 14:23) or hh:mm:ss (for example, 14:23:45) |
This field is a great choice when you want to include the acquisition of a date from your respondent.
Properties
Property | Description |
|---|
Field Label |
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Label Background |
|
Label Color | |
Field Type | |
Date Format | The available options are American (MM/DD/YYYY) or European (DD/MM/YYYY) date formats. |
Default Date | By setting this value, the field will be pre-populated with the date you enter. Use the format ##/##/#### or any English date words, such as 'today', 'tomorrow', 'last friday', '+1 week', 'last day of next month', '3 days ago', 'monday next week' |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Date Options |
Enable Minimum and/or Maximum Dates | You can set minimum and/or maximum dates within which a date may be chosen. |
Enable Date Selection Limit | This is useful for reservation or booking forms so that you could allocate each day for a maximum number of customers. For example, setting the value to 5 will ensure that the same date can't be booked/selected by more than 5 customers. |
Disable [Past|Future] Dates | Checking this option and picking “past” or “future” will disable the selection of either past or future dates respectively. |
Disable Weekend Dates | Checking this option will disable all weekend dates. |
Disable Specific Dates | You can disable any specific dates to prevent them from being selected by your clients. Use the Date Picker to disable multiple dates. |
This field is a great choice when you want to collect or display numbers to your form respondent. You can limit the number of characters typed to be between certain characters or words, or between certain values in the case of a number field. Leave the value blank or 0 if you don't want to set any limits.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Default Value | By setting this value, the field will be pre-populated with the text you enter. |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Range |
Min | Minimum value for the range |
Max | Maximum value for the range |
Limit By | You can limit the amount of characters typed to be between certain characters or words, or between certain values in the case of a Number Field. Leave the value blank or 0 if you don’t want to set any limit. |
Advanced Options |
Enable as Quantity field | Enable this option if your form has payment enabled and need to use the quantity field to calculate the total price. When checked, it will display an option to select the target field for the calculation from a dropdown list. Target field type must be one of the following: Multiple Choice, Drop Down, Checkboxes, Price. |
This field is a great choice when you want to include currency fields.
Properties
Property | Description |
|---|
Field Label |
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Label Background |
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Label Color | |
Field Type | |
Currency Format | This property sets the format used to display the currency. Available Formats Dollars Euros Pounds Sterling Yen Baht Forint Francs Koruna Krona Pesos Rand Ringgit Rupees ZÃoty Riyals AED
|
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to prepopulate a URL or allow the respondent the opportunity to input a URL. The field does some simple syntactic validation.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Default Value | By setting this value, the field will be pre-populated with the text you enter. |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want the respondent to be able to add a signature to the form results.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to allow the form respondent the ability to upload files into ITAM.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
No Duplicates | Checking this rule will verify that the data entered into this field is unique and has not been submitted previously. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Upload Options |
Limit File Upload Type | You can block or only allow certain file types to be uploaded. Choose “Block” to block only those file types entered. Choose “Allow” to only allow the file types entered. Provide a comma-separated list of file type extensions to which you want to apply the rule. |
Send File as Email Attachment | By default, all files uploaded will be sent to your email as a download link. Checking this option will send the files as an email attachment instead. |
Enable Advanced Uploader | Checking this option will enable advanced functionality such as an Upload Progress Bar, Multiple File Uploads, AJAX uploads, File Size Limit, etc. |
Enable Synced Upload | Checking this option will enable Synced File Upload. |
Advanced Uploader Options |
Automatically Upload Files | By default, the Upload button or the Form Submit Button needs to be clicked to start uploading the file. If this option is checked, a file will automatically start uploading as soon as the file is selected for upload. |
Allow Multiple File Upload | Checking this option will allow multiple files to be uploaded. Use the associated text box to limit the number of files allowed to be uploaded. |
Limit File Size | Checking this option will limit the maximum size of a file that can be uploaded to the value set in the associated text box. |
Allow Selecting Files Previously Uploaded | 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. |
This field is a great choice when you want to include the collection of address information.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Default Country | By setting this value, the country field will be pre-populated with the selection you make. Options: North America South America Argentina Bolivia Brazil Chile Columbia Ecuador Guyana Paraguay Peru Suriname Uruguay Venezuela
Europe Albania Andorra Armenia Austria Azerbaijan Belarus Belgium Bosnia and Herzegovina Bulgaria Croatia Cyprus Czech Republic Denmark Estonia Finland France Georgia Germany Greece Guernsey Hungary Iceland Ireland Italy Latvia Liechtenstein Lithuania Luxembourg Macedonia Malta Moldova Monaco Montenegro Netherlands Norway Poland Portugal Romania San Serbia Slovakia Slovenia Spain Sweden Switzerland Ukraine United Kingdom Vatican City
Asia Afghanistan Bahrain Bangladesh Bhutan Brunei Darussalam Myanmar Cambodia China East Timor Hong Kong India Indonesia Iran Iraq Israel Japan Jordan Kazakhstan North Korea South Korea Kuwait Kyrgyzstan Laos Lebanon Malaysia Maldives Mongolia Nepal Oman Pakistan Palestine Philippines Qatar Russia Saudi Arabia Singapore Sri Lanka Syria Taiwan Tajikistan Thailand Turkey Turkmenistan United Arab Emirates Uzbekistan Vietnam Yemen
Oceania Australia Fiji Kiribati Marshall Islands Micronesia Nauru New Zealand Palau Papua New Guinea Samoa Solomon Islands Tonga Tuvalu Vanuatu
Africa |
Guidelines for User | |
Enable Field Notes | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Address Options |
Hide Address Line 2 | Hide the 'Address Line 2' field from the address field. |
Restrict to U.S. State Selection | Checking this will limit the country selection to the United States only and the state field will be populated with U.S. state list |
This field is a great choice when you want to present a variety of choices in a question format where any or all of the responses may be selected. Question fields allow you to create as simple or as complex a questionnaire field as needed. Use the plus and minus buttons to add and delete choices. Click on the choice to make it the default selection. Please enter a numeric value in the field adjacent to the response that may be used for risk-weighting or other analytical calculations of your choice.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Choice Columns | Set the number of columns being used to display the columns. Inline Columns means the choices are sitting next to each other. |
Choices and Scores | Use the plus and minus signs to add and delete choices. Click on the choice to make it the default selection. Enter a numerical value in the field adjacent to the response text. This value will be used for risk-weighting or other analytical calculations of your choice. The Bulk insert option can be used to add multiple options as a comma-separated list instead of one at a time. |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Choices Options |
Allow Client to Add Other Choice | Enabling this option will allow your client to write a custom answer if none of the other choices are applicable. The label provided below the checkbox will be displayed to the user and the numerical value assigned will be used in the same way as the other options. |
Randomize Choices | Enabling this option will shuffle the choices around each time the form is displayed. |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Field Embed Options |
These options allow you to control how the field is embedded in the form. The configuration options are: |
User Type | Select Admin or Portal. |
Code Type | Select iframe Code, Simple link, or Popup link. |
This field is a great choice when you want to present a variety of choices in a question format where only one of the responses may be selected. Question fields allow you to create as simple or as complex a questionnaire field as needed. Use the plus and minus buttons to add and delete choices. Click on the choice to make it the default selection. Please enter a numeric value in the field adjacent to the response that may be used for risk-weighting or other analytical calculations of your choice.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Choice Columns | Set the number of columns being used to display the columns. Inline Columns means the choices are sitting next to each other. |
Choices and Scores | Use the plus and minus signs to add and delete choices. Click on the choice to make it the default selection. Enter a numerical value in the field adjacent to the response text. This value will be used for risk-weighting or other analytical calculations of your choice. The Bulk insert option can be used to add multiple options as a comma-separated list instead of one at a time. |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Choices Options |
Allow Client to Add Other Choice | Enabling this option will allow your client to write a custom answer if none of the other choices are applicable. The label provided below the checkbox will be displayed to the user and the numerical value assigned will be used in the same way as the other options. |
Randomize Choices | Enabling this option will shuffle the choices around each time the form is displayed. |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Field Embed Options |
These options allow you to control how the field is embedded in the form. The configuration options are: |
User Type | Select Admin or Portal. |
Code Type | Select iframe Code, Simple link, or Popup link. |
This field is a great choice when you want to present a variety of choices in a question matrix format where only one of the responses may be selected. Question fields allow you to create as simple or as complex a questionnaire field as needed. Use the plus and minus buttons to add and delete choices. Click on the choice to make it the default selection. Please enter a numeric value in the field adjacent to the response that may be used for risk-weighting or other analytical calculations of your choice.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Enable Field Notes | |
Enable Status Indicator | |
Rows |
Enter rows labels here. Use the plus and minus buttons to add and delete a matrix row. Bulk Insert option is available to create multiple rows quickly. |
Row Label | Label to display on the row |
Template Code | This is an advanced template option. Template code for this row. |
Columns |
Enter column labels here. Use the plus and minus buttons to add and delete a matrix column. Bulk Insert option is available to create multiple columns quickly. |
Column Label | Label to display on the row |
Score | Score value for this column |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Matrix Options |
Allow Multiple Answers Per Row | 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. |
This field is a great choice when you want to present a variety of choices in a question with a drop-down style format where only one of the responses may be selected. Question fields allow you to create as simple or as complex a questionnaire field as needed. Use the plus and minus buttons to add and delete choices. Click on the choice to make it the default selection. Please enter a numeric value in the field adjacent to the response that may be used for risk-weighting or other analytical calculations of your choice.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field Type | |
Field Size | |
Choices and Scores | Use the plus and minus signs to add and delete choices. Click on the choice to make it the default selection. Enter a numerical value in the field adjacent to the response text. This value will be used for risk-weighting or other analytical calculations of your choice. The Bulk insert option can be used to add multiple options as a comma-separated list instead of one at a time. |
Guidelines for User | |
Enable Field Notes | |
Enable Status Indicator | |
Template Code | |
Rules |
Required | Checking this rule will make sure that a user fills out a particular field.
A message will be displayed to the user if they have not filled out the field. |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
This field is a great choice when you want to display formatted messages such as RSS feed information within your form displayed to the respondent. It's a great way to display advertisements or other important information as many times within a form that you require.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Field URL | Feed URL |
Width | Feed Box Width |
Height | Feed Box Height |
Scroll Speed | Feed Box Scroll Speed |
Scroll Direction | Feed Box Scroll Direction |
No of RSS Msg | Number of RSS Messages displayed in the Feed Box |
Datetime | Toggles whether to include or exclude the date/time of the RSS Messages |
Scroll Bar Options |
Scroll Bar | Selecting this radio option will provide a scroll bar for scrolling the Feed Box. |
Auto Scroll | Selecting this radio option will have the feed automatically scroll. |
This field is a great choice when you want to present a variety of media selections such as MP4 videos, external URL-based links to video content, MP3 audio content, and image files such as PNG, JPG, and GIF files. Display attributes are automatically scaled to the form's width but a pop-up window feature allows for full screen viewing too. Display training content, advertisements, instructional, and informational content, or anything relevant to your current module's form content for a rich multimedia experience.
Properties
Property | Description |
|---|
Field Label |
|
Label Background |
|
Label Color | |
Media Type | Select Video or Image |
Media Source | Select local or remote file |
Media File | File for local media. Maximum file size 4096MB. |
Loop | Checking the box will have the video loop |
AutoPlay | Checking the box will cause the view to automatically start playing when the user accesses the page. |
This field is a great choice when you want to divide your form up into sections that appear all on the same page. Options to include preformatted text is present. A popular use of this field is for narratives and informational sections in a form making it more descriptive and meaningful to your respondents.
Properties
Property | Description |
|---|
Field Label |
|
Field Type |
|
Guidelines for User | |
Field Visible To |
Everyone | This is the default option. The field will be accessible by anyone when the form is made public. |
Admin Only | Fields that are set to 'Admin Only” will not be shown to users when the form is made public |
Section Break Options |
Display Section Break in Email | Enable this option if you need to display the content of the section break within the notification email, review page, and entry page. |
Enable Scrollbar | The section break will be set to a fixed height and a vertical scrollbar will be displayed as needed. This is useful to display a large amount of text, such as terms of agreement or contract agreement. |
Page Break
This field is a great choice when you want your form to have multiple pages. There is no limit to how many pages you may have in a form as long as they are not blank pages.
Properties
Property | Description |
|---|
Page Submit Buttons |
Use Text Button | This is the default and recommended option. All buttons will use simple text. You can change the text being used on each page submit/back button. You may modify the default values easily.  |
| Submit Button | Text for the Submit Button |
| Back Button | Text for the Back Button |
Use Image Button | Select this option if you prefer to use your own submit/back image buttons. Make sure to enter the full URL address to your images. You may modify the default values easily.  |
| Submit Button. Image URL: | URL for the location of the Submit Button Image |
| Back Button. Image URL: | URL for the location of the Back Button Image |
Background Options |
Background Color | The background color of the Submit Button expressed as an HTML Color code. A Color Picker will be presented to facilitate the selection of an appropriate color. |
This field is a great choice when you want to connect multiple forms creating a contiguous experience for your respondents. If you want to simplify complex forms with common templates that you "stitch" or link together, this is a powerful innovation that allows you to do that.
When you place this field into position anywhere in your main form you are presented with a multiple-choice drop-down selector containing all the active forms in your current inventory. You can cascade multiple separate forms together. You are also able to cascade within a cascaded form creating complex form nesting scenarios. The form fields will assume the name of the cascaded form name present in the drop down form selector.
The results of the respondent entries will stay with the specific forms cascaded together quite elegantly.
Any form that is connected by a cascade field will independently update data when a user enters information and in addition to the separate form data set, the updates flow upwards to the top-level cascade form data set. Bi-directional data management is possible with the top-level collation of all separate form data into one unified experience and report output.
Properties
Property | Description |
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Field Label |
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Label Background |
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Label Color | |
Choose Form to Cascade | Select the form to cascade |
Make this form invisible in the user portal | This form will be invisible in the user portal but still able to be used. |
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