Adding a Field

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:

1. Navigate to your Form.
2. Click "Add a field" to view the palette of available Field types.

3. 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

4. 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

If you check the “Required” checkbox, then the following happens:

• When importing records to a Form that has a Required Subform, the system will not prevent new records from being imported to the Form if there are no Records for the Subform. Records to the Subform need to be imported in a second step.
• The system does not prevent records of a required Subform from being deleted. So even if a Subform is Required, its records can be deleted.

5. Repeat steps 3 and 4 until you added all the Fields you need.
6. Click on "Done" to save the changes.
7. 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.