Add Form Fields

To add form fields, follow the steps below.

1. Navigate to the Fields tab of a form, e.g., Incident, and click on the +Add button.

   

2. On the Create Field form, select a Field Type from the available options and click on the Next button.
   1. Text: A single-line text field.
   2. Date: A date field with a pop-up date picker.
   3. Text Area: A multi-line text area.
   4. Rich Text: A multi-line text area that can contain formatted text.
   5. Number: A field that contains only a number.

      

   6. Keyword Options Lookup
      1. Picklist
      2. Single Choice
      3. Multiple Choice

         

   7. Boolean (Yes/No Selector)
      1. Picklist
      2. Radio
      3. Checkbox

         

3. On the Field Configuration step, configure the following fields.
   1. Title*: Provide a title to the field.
   2. Field behavior: Select whether the field should be ‘Optional’, ‘Required’, or ‘Read-Only’.
   3. Description: Add a relevant description to the field.
   4. Include In: Select Coding, Grid, and Searches from the dropdown.
   5. Search Option (if ‘Searches’ is selected in ‘Include In’ field): Select either Full-Text Search or Database Search or both by clicking on the checkboxes.

      Note: If no option is selected, this field is excluded from the search.

   6. Validation Type: Select the validation type from the available dropdown options, i.e., Alpha, Alpha-numeric, Alpha Configurable, or Range.
   7. Section* (if ‘Coding’ is selected in the ‘Include In’ field): Select an option from the dropdown list.
   8. Group (if ‘Coding’ is selected in the ‘Include In’ field):

   9. Size: Select either Small, Medium, or Large.

4. Once the necessary details are configured, click on the Create button.

   

5. Click on the Save button on the Fields tab.