This article will briefly describe the different types of fields you may use when editing a form.
To learn about the common options for form fields, please refer to this article.
Multi-select Dropdown
Purpose: Select multiple options from a dropdown menu
Can have unique identifier: YES
Options:
Bullet point style on the generated PDF
Toggle displaying all selected answers on the same line on the PDF
Enter each of the dropdown options and assign a unique colour to each option
Select default options which are selected when generating a new report
Toggle displaying all options (including unchecked) options on the PDF
Bullet point style for unchecked options on PDF
Checkbox List
Purpose: Select multiple options from a checklist-styled list
Can have unique identifier: YES
Options:
Bullet point style on the generated PDF
Toggle displaying all selected answers on the same line on the PDF
Enter each of the checkbox list options and assign a unique colour to each option
Select default options which are selected when generating a new report
Toggle displaying all options (including unchecked) options on the PDF
Bullet point style for unchecked options on PDF
Dropdown Menu
Purpose: Select a single option from a dropdown menu
Can have unique identifier: YES
Options:
Enter each of the dropdown options and assign a unique colour to each option
Select a default option which is selected when generating a new report
Button Toggle
Purpose: Select a single option from a toggle-button styled list
Can have unique identifier: YES
Options:
Enter each of the toggle options and assign a unique colour to each option
Select a default option which is selected when generating a new report
Radio
Purpose: Select a single option from a checklist-styled list
Can have unique identifier: YES
Options:
Enter each of the options and assign a unique colour to each option
Select a default option which is selected when generating a new report
Date/Time Picker
Purpose: Select date/time for input
Can have unique identifier: NO - Unsupported format
Options:
Choose the type of picker (date, time, date+time)
Text Input
Purpose: Generic input of text
Can have unique identifier: YES
Options:
Select a default input value when generating a new report
Email Address
Purpose: Enter an email address
Can have unique identifier: NO - Unsupported format
Options: (none)
Phone Number
Purpose: Enter a phone number
Can have unique identifier: NO - Unsupported format
Options: (none)
Address
Purpose: Enter an address (either via search or manual input)
Can have unique identifier: NO - Unsupported format
Options: (none)
Number
Purpose: Enter a number
Can have unique identifier: YES
Options:
Minimum value
Maximum value
Decimal places
Enter a default number which is prefilled when generating a new report
Slider
Purpose: Enter a number in a slider-styled box
Can have unique identifier: YES
Options:
Minimum value
Maximum value
Slider Increments By (eg: 1, 2, 3... 2, 4, 6... 5, 10, 15)
Select a default value which is prefilled when generating a new report
Simple Table
Purpose: Enter rows of data onto a simple grid table
Can have unique identifier: NO - Unsupported format
Options:
Enter each of the columns which should be displayed on the table
Enter default rows of data which are prefilled when generating a new report
Heading
Purpose: Display a heading on the form indented by a number (eg: 1.5 (section 1, heading 5). Cannot be edited when generating report.
Can have unique identifier: NO
Options: (none)
Subheading
Purpose: Display a heading on the form (without heading indentation). Cannot be edited when generating report.
Can have unique identifier: NO
Options: (none)
Text Block
Purpose: Display a slab of text on the form. Cannot be edited when generating report.
Can have unique identifier: NO
Options:
Content to display in the block of text. This can include slabs of formatted text, static images, or a table of data.
Image Uploader
Purpose: Allow upload of images to display on the PDF
Can have unique identifier: NO - Unsupported format
Options:
Select a grid style for images on the generated PDF
Toggle displaying images in their full size on the generated PDF
Limit the amount of images that can be selected via this uploader
Signature
Purpose: Allow input of signature to display on the PDF
Can have unique identifier: NO - Unsupported format
Options:
Toggle automatically prefilling the signature of the staff member generating the report
Toggle printing a border around the signature on the generated PDF
Align the signature to left, center or right on the generated PDF
Enter a default signature which is prefilled when generating new reports
Separator
Purpose: Display a separator line or act as a spacer on the form
Can have unique identifier: NO
Options:
Toggle between displaying a line or a blank space
Inventory Picker
Purpose: Allow input of business inventory to display on the PDF
Can have unique identifier: NO - Unsupported format
Options:
Select columns of inventory data to display on the report. These columns refer to pieces of inventory information such as name, item code, product concentration, active ingredients (etc).
Display the selected inventory in table-form on the generated PDF
Restrict the amount of selectable inventory for this picker
Filter selectable inventory to a specific type (Product, Service)
Filter selectable inventory to a specific category (such as only Insecticides)
Enter default rows of inventory which are selected when generating new reports
