Table of Contents
Text Fields are some of the most common and useful fields to add to a Form Template.
The options available include Alpha-Numeric, Numeric Only, and a special Date Selector field.
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Before setting up your Text Fields
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When adding a Text Field to a Form Template, the following information may be important:
- What is the text field?
(This is the Name of the Field) - Is the text mandatory?
(Check the box for Mandatory.) - Does this text come from somewhere else?
(Use Prefill from.) - Is this field only needed when something else happens? (Check the box for Hidden.)
- Is this checkbox only needed when a form is in a certain status? (Set the Form Status.)
- Is this checkbox only for certain teams or zones? (Set the User Zone.)
Text Field Setup
While there are multiple Text Fields available, they all function roughly the same.
Using the Text or Long Text field is advised.
- Name: The name of the text field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Prefill From:
The text fields are useful for prefilling information on the Job and People on a form.
This includes options such as the Job Name or even a Persons Email.
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Numeric Field Setup
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While there are multiple Numeric Fields available, they all function roughly the same.
Using the Numeric or Decimal field is advised.
- Name: The name of the numeric field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
Prefill From:
The text fields are useful for prefilling information on the Job and People on a form.
This includes options such as the Job Lunch Break Duration or even a Persons Weekend Rate.
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Day Selector Setup
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- Name: The name of the day selector field.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: Not applicable for this field.
- Prefill from: Not applicable for this field.
-
Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.