Skip to main content

Custom Form Configuration Overview

Custom data collection forms can be configured to collect any desired data including digital signatures from submitters.

ServiceConfig-DataFormConfig.png

  1. Title - The title of the form
  2. Allow Editing
    1. Yes (all) - Allow users to edit form submissions after submission
    2. Yes (Recieved Only) - Allow users to edit form submission as long as they are in the "Received" state
    3. No - Disallow form editing after submission
  3. Current Fields - Control and edit the forms for this data collection form

ServiceConfig-DataFormFieldConfig.png

  1. Label Field - Used to set the name of the field
  2. Data Key Field - Defines the name of the storage variable. Should be unique across all fields
  3. Field Type Selector
    • Markdown Block - Display a markdown formatted section of text
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
    • Select - Single Item select
    • Multi-Select - multiple item select
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  4. Field Details/Config Button - Displays field type configurations
    • Markdown Block 
      DataFieldConfig - Markdown.png
    • Text Field - Single Line Text Field
    • Text Area - Multi-line text field
    • Number - Floating point number field
      DataFieldConfig - Text.png
    • Select - Single Item select
    • Multi-Select - multiple item select
      DataFieldConfig - Select.png
    • Section Divider - Section Divider with or without  title
    • Signature Block - Email target for signature request
  5. Move Field Up - Alters display position of field
  6. Move Field Down - Alters display position of field
  7. Copy Field Button
  8. Remove Field Button
No
Back to top