Fields in a Form correspond with columns in a Table. After creating a Form, it’s time to add Fields. This article walks you through the steps of adding Fields and flags important aspects.
To add a Field to your Form, follow these steps:
- Navigate to your Form.
- Click "Add a field" to view the palette of available Field types.
- Fill in the properties of the Field by providing the following information:
- Label: the name for the Field
- Description: optionally provide a description for this Field
- Code: optionally provide a code
- Input mask: optional
- Default values: optional
- In the “Settings” check the boxes you want to apply for the Field:
- Key
- Unique
- Required
- Hide from entry
- Hide in table
- Set relevance rules
- Set validation rules
- Reviewer only
- Read-only
- Translation
- Repeat steps 3 and 4 until you added all the Fields you need.
- Click on "Done" to save the changes.
- It is highly recommended to select one of the Fields as the Record label to help identify each (sub)record. To set a Record label, see Specifying a Record label.
You are now ready to add Records to your Form.