Contents
Overview
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.
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
The AutoPlay property is specific to the Media Player field. Checking the box will cause the view to automatically start playing when the user accesses the page.
Choice Columns
The Choice Columns property applies to the Checkbox and Multiple Choice field types. 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
The Choices and Scores property applies to the Checkbox, Dropdown and Multiple Choice field types. 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.
Choose Form to Cascade
This property is specific to the Cascade field type and is used to select the form to cascade.
Make this form invisible in the user portal
This property is specific to the Cascade field type and is used to make the cascaded form invisible in the user portal but still able to be used.
Currency Format
This property is specific to the Price field. The Currency Format 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
Date Format
This option is specific to the Date field type. The available options are American (MM/DD/YYYY) or European (DD/MM/YYYY) date formats.
Datetime
This property is specific to the Syndication field type. It toggles whether to include or exclude the date/time of the RSS Messages
Default Country
The Default Country property is specific to the Address field type. By setting this value, the country field will be pre-populated with the selection you make.
Default Date
This option is specific to the Date field type. 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'
Default Value
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 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.
Enable Rich Text
Enables Rich Text for the user if 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.
Field Label
The Field label property is available on many, but not all Field Types. Field Labels are meant to be one or two words that will be displayed above the field.
Field Size
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.
Small
Medium
Large
Field Type
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.
Field Visible To
Controls who is able to view a field on a form it has two options:
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. A field set to Admin Only will be denoted by a lock icon when viewing in the Form Buider. |
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.
Height
This property is specific to the Syndication field type. It is meant to contain the Feed box height
Label Background
Many, but not all, Field Types that have a Field Label also have a Label Background property as well. Where available, the Label Background is an optional HTML Color code for the background color of the Field Label. A Color Picker will be presented to facilitate the selection of an appropriate color.
Label Color
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.
Loop
The Loop property is specific to the Media Player field. Checking the box will have the video loop
Media Type
The Media Type property is specific to the Media Player field. Select Video or Image
Media Source
The Media Source property is specific to the Media Player field.
Media File
The Media File property is specific to the Media Player field. Select local or remote file
Name Format
This property is specific to the Name field type. Four formats are available.
A normal name field
A normal name field with title and suffix
A full name field
A full name field with title and suffix
No of RSS Msg
This property is specific to the Syndication field type. Use it to set the Number of RSS Messages displayed in the Feed Box
Phone Format
This property is specific to the Phone field type. Two formats are available.
US (###-###-####)
International
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.
Scroll Speed
This property is specific to the Syndication field type. Use it to set the Feed Box Scroll Speed
Scroll Direction
This property is specific to the Syndication field type. Use it to set the Feed Box Scroll Direction
Template Code
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
Address Options
The address field type has some options which apply only to it.
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
Advanced Options
Some fields have advanced options which are specific to the field type.
Enable as Quantity field
This option is specific to the Number field type. 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.
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.
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
Date Options
The Date field type has a number of options which are specific to dates.
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.
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.
Matrix Options
Additional options for Matrix field types only.
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.
Page Submit Buttons
A set of options to control how a Page is submitted by the user when using the Page Break field type.
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
Range
Some numerical fields can be constrained to only allow data within a certain 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.
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.
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.
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.
Scroll Bar Options
This section is specific to the Syndication field type. The options control some aspects of the behavior of the scroll bar.
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.
Section Break Options
A set of options specific to the Section Break field type.
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.
Text Options
Some fields provide options which control how the text is displayed to the user.
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.
Time Options
Time options are specific to the Time field type and define some aspects of how time will be displayed in that field.
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)
Upload Options
Upload options are specific to the Upload field type and define rules around what types of uploads are allowed and how they will be handled.
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.
Don’t enable this option if you expect to receive large files from your clients. If the files attached are larger than the allowed memory limit on your server the email won’t be sent.
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.
It is recommended that you enable this option.
Enable Synced Upload
Checking this option will enable Synced File Upload.
Advanced Uploader Options
The uploader field has some advanced options beyond the basic settings.
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.
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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