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Let’s look at all the basic fields and how they function.
First is the Text field. You can decide if a field is required or not. If it is required, then the first person who can edit it must enter a value before they can submit it. Then you have an option to save or look at more options.
In the advanced options, you’ll see the Field ID – this is the way the system identifies the field and is often used for formulas.
The Default Value puts a placeholder in the field to help your users, and the Help Text helps them know how to fill out the form. You can set the maximum amount of characters to any number you wish. You have three options to validate your data – numeric limits the value to only digits, email requires a valid email address, alphanumeric means that only digits and letters are allowed.
A Text field is good for small amounts of data.
The Text Area has a larger input area for data. Here, all your advanced options are the same, but you might want to increase the character limit.
In the Number field, the user is limited to only digits. You can also restrict the number of decimal places. You have a lot more options when it comes to validating this data. You can use any of these operators and compare the data to either a certain value, or to another field in the same form. You also have the option to add a custom validation message if their data does not meet your validation.
Currency works just like the Number field, except it’s going to have a currency symbol in front. Your currency is configured automatically based on the location set up by your admin.
In the Date field, a calendar will show up for the user. Like Currency, the month-day sequence is set by the location given by the admin. The only unique thing here is the validations. You can validate it in relation to a date, or to another field.
The Date and Time field is exactly the same as Date, but allows you to collect the time as well.
The Yes/No field provides users with a slider they can use for a binary decision. You can set the default option in ‘more options’.
Next, we’ll add an Attachment field. Here, users are given a dialog to attach a document from their local drive, a URL, Google Drive, OneDrive, Dropbox, or Box (This can be restricted to only Google Drive by a Super Admin.)
The User field will automatically bring up a list of all the users in your KiSSFLOW account like a dropdown menu.
When you add a Master field to are referring to a set of data that is used by multiple apps. Just pick which master you want to refer to and which column. See the Masters video series for a full tutorial.
The Richtext field lets you add any kind of static text, image, or video to a form at any location.
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