Form Field Elements

• Heading 
• Add this field to add a heading to the workflow.

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• This is a read-only field on the form.

• Custom Text
• Enter the text that is to be displayed on the form.

• 
• This is a read-only field on the form.

• Custom Html
• Add this to create a link on the form. An option to display the html as a pop-up is also available.

• Text
• Add this field to enable the user to enter a text value.
• An option to add a formula appears in the additional settings.
• Validations can be set to allow users to enter either alpha, numeric or alphanumeric characters, etc.

• 
• This can be made mandatory by selecting Required option and can be added to the repository in the Common Field Settings.
• If Hide Audit Trial is selected in Common field settings, this option won’t be visible to the user.
• Select the users from the Audit Trial Access drop-down options to enable visibility.
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• Area
• Add this field to enter more details.
• A maximum of 2000 characters can be entered in the area field.

• Dropdown
• Add this field to select from the drop-down options.
• The drop-down options can be edited in the Options in the Additional Settings.

• Multi Select
• This field allows users to select multiple options.

• Radio Button
• The options can be edited in the Options in the Additional Settings.
• The options can also be viewed in a row by selecting the Horizontal Options in the Radio Button Settings.

• Check Box

• Boolean Check Box
• Only one option is allowed in this.

• File Upload
• Add this field to upload files or documents, and the Print button is automatically displayed.
• The uploaded files can be limited in size, format, etc. (Refer 2^nd image)
• Additionally, the attachment can be hidden for certain roles. (Refer last image)
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• Multi Upload
• This field is like the File Upload except that files can be uploaded in bulk in this option.

• Date Picker
• Add this to input a date field.
• Date range type and date format can be set in the settings.
• Formulas also can be added from the Additional Settings.

• Address
• The address field can be formatted by fields to be added, filtering countries, and enabling location.

• Workflow Records
• Select a workflow record and select the options from the Filter Options.
• The selected record will become the parent record.
• This field can be accessed only by the super admin.

• Table
• Values can be tabulated.
• Tables can be formatted in the Table Settings.

• Spreadsheet
• Add a spreadsheet in the form.
• The sheet can be formatted in the Spreadsheet settings.

• Document
• Add a document in the form using this option.
• The document can be viewed either in doc format or pdf format by selecting the drop-down options.
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• Salesforce Records
• Add this to input salesforce records.
• The options can be selected by clicking the SFDC setup.

TeamConnect Records Search

• TeamConnect records can be searched using this option.

TeamConnect Categories

• Add this option to select TeamConnect categories.

Signature Field

• Signature will be automatically added in the form.

Submit Button

• Whenever a page is opened, there are no fields. But the Submit button automatically comes onto the screen when any field is added.
• This button is mandatory and cannot be removed.
• Along with this, other buttons like Save, Print, Reset, etc. can be added.
• The buttons’ alignment can be set in the Field Properties.

Captcha

• Add this field for additional validation.

Scan Barcode

• Add this option if there is a need to scan a bar code.

Button

• This field is customizable. Select options from the Field Properties.
• Use this option to trigger an action in the workflow.