Create and edit forms by adding or removing fields. Each field type is formatted for a specific type of data. Each field can be configured with various options to fit your data. (When editing a form, click Add Field to see the list of field types.)
Use this field type to let users attach files to the item.
| Field | Description |
| Allow Multiple | Y: Allows multiple components. Each component is listed with an arrow to access it (fields are not visible). N: Fields in the component are visible like the rest of the fields in the form |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Notes for Attachment |
|
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field to capture photos and add images to your item.
| Field | Description |
| Allow Multiple | Y: Allows multiple components. Each component is listed with an arrow to access it (fields are not visible). N: Fields in the component are visible like the rest of the fields in the form |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Notes for Photos |
|
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type for bar codes.
| Field | Description |
| Barcode type | Code 39 is the only barcode format available |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (for details, see Links ) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type to perform various types of calculations based on data from other form fields.
| Field | Description |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Formula | Basic Math
The Sample section below the Formula field provides a preview of your formula output:
Date
Time Span The time span (in days/hours/minutes) is the difference between the From and To dates
Text
|
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
Child Metric 
Use this field type to perform calculations based on data from fields in child forms (the fields in the child form must be either Calculation or Number field types). Adding a Child Metric field type can be done only from the parent form. To create a parent-child relationship between two forms, see Links.
| Field | Description |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Child Form | Child Form
If
Then
Ignore Standard Deviation Greater Than (Optional)
|
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
Component 
Use this field type to contain groups of fields so they can be added to a form as a unit.
| Field | Description |
| Allow Multiple | Y: Allows multiple components. Each component is listed with an arrow to access it (fields are not visible). N: Fields in the component are visible like the rest of the fields in the form |
| Component | Choose a component from the list. |
| Component Fields | The fields from the component you selected in Component, above. To change required fields, edit that component |
| Display Name | The name that displays to users |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
Use this field type for currency.
| Field | Description |
| Currency Type | Choose between US dollars and Canadian dollars |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Increments | Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.) |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Number Range | Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields |
| Placeholder | The temporary text that appears in the field before users click in it |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type to contain data from data sources you uploaded (Excel or CSV files). To display data from a data source, the Data List field must use these field types: Multiple Choice, Number, or Text.
- Click the Data List field type
- On the Configure Data List window, in the Data Source dropdown, choose the data source
Click +Add Field. On the Select a Field Type window, click the field type
Date/Time
Use this field type for dates and times.
Field Description Default Option Choose the default value of the field that appears when creating a new item.
No: No default value (empty field)
Yes: The default value is either:
Current time
- Time from another Date/Time field in the form. If the time from the other Date/Time field changes, it also changes in this field and any calculations are recalculated
In the Date Selected list, choose the current time or the time from another Date/Time field
- Optional. Use the Day, Hour, and Minute fields to add time to the current time or to the time from the other Date/Time field
- Optional. Skip Weekends, Skip Holidays, Set Specific Time To, and Advance to Next Day
- Click Save
Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) Display Options - Date format
- MM/DD/YYYY: month/day/year
- DD/MM/YYYY: day/month/year
- Time format
- 12 hour (a.m./p.m.)
- 24 hour (military time)
Hidden The field is hidden when creating or editing an item, but is visible in Details view Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) Required Yes: Users must enter a value in this field before saving the item Multiple Choice
Field Description Data Source Column Choose the column from the data source Default Value This value automatically appears in the field when an item is created; it can be changed by users Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) Disable Search By default, options display in a Searchable Dropdown list (see Multiple Choice ). This option turns off the search feature in the dropdown list Multiple Select Yes: Users can make more than one selection (this option is not available for the Dropdown list) Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field Prompt Text A brief message that prompts users for the action they need to take (“Select” or “Begin Typing”) Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement Required Yes: Users must enter a value in this field before saving the item Number
Field Description Data Source Column Choose the column from the data source Default Value This value automatically appears in the field when an item is created; it can be changed by users Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) Hidden The field is hidden when creating or editing an item, but is visible in Details view Increments Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.) Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field Number of Decimal Places Specify the number of decimal places that are required Number Range Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields Placeholder The temporary text that appears in the field before users click in it Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) Required Yes: Users must enter a value in this field before saving the item Text
Field Description Data Source Column Choose the column from the data source Default Value This value automatically appears in the field when an item is created; it can be changed by users Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) Hidden The field is hidden when creating or editing an item, but is visible in Details view Name The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field Placeholder The temporary text that appears in the field before users click in it Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement Maximum Length Enter the largest number of characters a user can type in the field Minimum Length Enter the smallest number of characters a user can type in the field Read Only Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) Required Yes: Users must enter a value in this field before saving the item - Click Save
Move Data List Fields to Other Sections - Click the Data List field type
- In the left column, set Group Fields to N
- Click Save. Result: The form refreshes with the Data List field absent, but the fields it contains now appear with Move (
) button - Find the Data List field you want to move to another section and click Move (
) to drag and drop it into a new location in another section
If you move all fields out of the Data List field and into other sections of the form, then open one of them and change Group Fields to Y, the system puts all the fields back in the original Data List field in the section that originally contained it.
Use this field type for dates and times.
| Field | Description |
| Default Option | Choose the default value of the field that appears when creating a new item. No: No default value (empty field) Yes: The default value is either:
|
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Display Options |
|
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Placeholder | The temporary text that appears in the field before users click in it |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Due Time 
Use this field type for due dates and times; the configurable options are very similar to the Date/Time field type.
| Field | Description |
| Default Option | If Yes is selected, choose how to add time to the current time:
|
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Display Options |
|
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | This field automatically defaults to Due Date Time |
| Placeholder | The temporary text that appears in the field before a user clicks in a field in an item |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Email 
Use this field type for email addresses.
| Field | Description |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Placeholder | The temporary text that appears in the field before users click in it |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type for HTML code.
| Field | Description |
| HTML | Type (or copy and paste) your HTML code into the window to make it appear in the form |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
Use this field type for location data.
Automatically fill field with location data: If you use the Location field and your account is set to automatically fill location fields with your current location, then the system fills the Location field with your current location data from your device's GPS. For details, see Account > Work Item Creation Settings.
| Field | Description |
| Default Country | This country appears automatically when creating an item; it can be changed by users. When creating or editing an item from this form, the country and state/province must match |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Fields |
|
| Name | This field automatically defaults to Due Date Time |
| Primary Location | Sets this field as the primary location if there is more than one location field on your form (each section can have only one location field). This option does not appear if another field has already be set as the primary location |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
Mailing Address 
Use this field type for mailing address data. To automatically add map features to the Details page, use the Location field.
| Field | Description |
| Default Country | This country appears automatically when users create an item (United States and Canada are the only options); it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Fields |
|
| Name | This field automatically defaults to Due Date Time |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
Use this field type for predefined lists of selectable data, such as dropdown lists and check boxes.
- Click on the Multiple Choicefield type
- Fill in the fields:
Field Description Default Value This value automatically appears in the field when an item is created; it can be changed by users. Default value is only available if you've selected Display As>List Description A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) Display As Choose how you want to display options to users:
- Dropdown: A dropdown list of values. Users choose a single value.
- List: A check box list of values. Users can choose single or multiple values
- Searchable Dropdown: A searchable field. As users begin to type, potential matches from the predefined list of values are displayed. Users select as many values as are applicable
Include "Other" Option Allows users to type in free text for one of the options you created in Display As > List or Searchable Dropdown. Users choose the option from either a Display As > List or Searchable Dropdown, then type their response in the field
- In Display As, choose how you want options displayed, then add the options
- In Include "Other" Option, click Yes. Result: The Other Value Prompt and Other Value Type dropdown lists appear in the right pane.
- In the Other Value Prompt dropdown list, choose the option (The option you choose as the Other Value Prompt is automatically listed last in the list of options)
- In the Other Value Type dropdown list, choose Number or Text to restrict the data typed in the field by the user
Multiple Select Yes: Users can make more than one selection (this option is not available for the Dropdown list) Name This field automatically defaults to Due Date Time Options Define the Options from which your users select (A minimum of one option is required)
- Click + Add Option. Result: A field appears
- In the field, type the option. To finish, click outside the field.
- Optional. To continue adding options, press the Enter key
Prompt Text A brief message that prompts users for the action they need to take ("Select" or "Begin Typing"). Prompt Text is only available if you've selected Display As > Dropdown or Searchable Dropdown Question The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement Required Yes: Users must enter a value in this field before saving the item - Click Save
Use this field type for numbers (integers).
| Field | Description |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Increments | Use to set the distance between numbers that users enter. For example, if you enter "2," only even numbers in increments of 2 can be entered by users (2, 4, 6, etc.) |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Number Range | Use to limit the range of numbers that users can enter. Enter a minimum and maximum value in the fields |
| Placeholder | The temporary text that appears in the field before users click in it |
| Number of Decimal Places | Specify the number of decimal places that are required |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type for phone numbers.
| Field | Description |
| Country | For Mexico, the system enforces validation that requires the Mexican phone number format : +52 (country code), followed by the 10-digit phone number |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Placeholder | The temporary text that appears in the field before users click in it |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type to display linked items. After adding a Related Items field, you must add a link. For details, see Links
| Field | Description |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Name | The default value for this field is "Related Items." It cannot be changed |
| Question | The default value for this field is "Related Items." It cannot be changed |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type to capture a signature using a touch capable device.
| Field | Description |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Enable Typed Signature | Allows users to type their signature with the keyboard |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type to display information that is helpful to users. For example, put a statement at the start of a form section that provides context, clarification, or guidance about that section.
| Field | Description |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Statement Color | The text color of your message. The default color is black |
| Statement Text | The message you wish to display to users |
Use this field type for free text to be entered by users.
| Field | Description |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Maximum Length | Enter the largest number of characters a user can type in the field |
| Minimum Length | Enter the smallest number of characters a user can type in the field |
| Multi-line | Yes:
|
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Natural Sort | Yes: In natural sorting, the system sorts numbers in consecutive numeric character strings as if they were a single number. For example, g4 sorts before g22 because 4 is smaller than 22. No: In alphabetic sorting, the system sorts one character at a time. For example, g22 sorts before g4 because 2 is smaller than 4 |
| Placeholder | The temporary text that appears in the field before users click in it |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Read Only | Yes: Users cannot modify the field. Read-only fields are often used to show data from another form that you do not want users to edit (see Links for more details) |
| Required | Yes: Users must enter a value in this field before saving the item |
Use this field type for Yes/No fields with a few options.
| Field | Description |
| Default Value | This value automatically appears in the field when an item is created; it can be changed by users |
| Description | A description of the field and the data it contains. This field is optional and only for Administrator use (it is not displayed to users) |
| Hidden | The field is hidden when creating or editing an item, but is visible in Details view |
| Include "N/A" Option | Yes: N/A (not applicable) is an option in addition to Yes and No |
| Name | The unique identifier for this field (it is not displayed to users). To add a name visible to users, use the Question field |
| Question | The text above the field. Often used as the name, description, or explanation of the field. It can be a question or a statement |
| Required | Yes: Users must enter a value in this field before saving the item |
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