Add Form Element

Form Elements are added to a Form using the drag and drop method.

Edit Form Element

Properties for a Form Element on the Form can be reviewed and modified using the Properties Icon.

The properties are specific for each Form Element type.

Table and Header Form Elements do not have properties that can be edited.

Delete Form Element

A Form Element on the Form can be deleted using the Delete Icon.

A confirmation message will be shown that requires action.

Save

When changes are made to the Form Elements the Form should be saved using the Save button.

Changes that can be made are:

Add Form Element
Delete Form Element
Modify Form Element Properties

Back

The Back button will navigate back to the Form List.

A confirmation message will be shown that requires action.

Form Element Types

There are a number of different Form Elements that can be used when designing or defining a Form.

A Form can have multiples of the same Form Element type.

Each of the Form Elements are described below.

Text

The Text field is a text-box that accepts a single line of text.

The Text field is useful for collecting one-word answers and short phrases.

FIELD DESCRIPTIONS

Field	Description
Title	Label Text for the Form Element.
Width	Set the width of the Form Element as a percentage of the Form width. Options are: 100% 75% 50% 25% (default option) Custom The Custom option displays a field for entry of the custom value. Only one option can be selected.
Inline Layout	Set the position of the Form Element Title. Options are: No (default option) Yes Only one option can be selected.
Mandatory	Set the Form Element as mandatory at the time of field creation by selecting the Yes option. Mandatory Form Elements will require a value before the Form can be submitted.
Default Value	Set a default value that will be used as a preset for the Form Element value. Users can modify the Form Element value, or use the default Form Element value, before the Form is submitted. Default values can make Users more productive by reducing the number of fields needed to be manually entered, and can improve data consistency and reliability.
Disable Field	Set the Form Element as Disabled or Enabled. A disabled Form Element is unusable and un-clickable on the Form. A disabled Form Element will display any default Form Element value that has been set.
Parent Element
Multiple Column	Set the column positioning of the Form Element on the Form on the Form. Options are: No (default option) Yes Only one option can be selected.

Paragraph Text

The Paragraph Text field is a large text-box that accepts multiple lines of text.

The Paragraph Text field is useful for collecting lengthy answers and long phrases.

FIELD DESCRIPTIONS

Field	Description
Title	Label Text for the Form Element.
Width	Set the width of the Form Element as a percentage of the Form width. Options are: 100% 75% 50% 25% (default option) Custom The Custom option displays a field for entry of the custom value. Only one option can be selected.
Number of Rows	Set the number of multiple lines of text for the Form Element. This field can be left blank.
Inline Layout	Set the position of the Form Element Title. Options are: No (default option) Yes Only one option can be selected.
Mandatory	Set the Form Element as mandatory at the time of field creation by selecting the Yes option. Mandatory Form Elements will require a value before the Form can be submitted.
Parent Element
Multiple Column	Set the column positioning of the Form Element on the Form. Options are: No (default option) Yes Only one option can be selected.

Multiple Choice

Multiple Choice is a closed-ended field type where Users can select only one answer from a list of choices.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Option Title

Set the text for each Form Element Option.

Use the Add button to add to the Form Element.

Option Order

Set the display sort order for the Form Elements Options. Sort orders are:

Default - in the order added (default option)
Ascending - smallest to largest, or alphabetical
Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.

Options

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Options Layout

Set the position of the Options. Options are:

Block (default option)
Inline

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Checkboxes

Checkboxes is a closed-ended field type where Users can select any number of answers from a list of choices.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Option Title

Set the text for each Form Element Option.

Use the Add button to add to the Form Element.

Option Order

Set the display sort order for the Form Elements Options. Sort orders are:

Default - in the order added (default option)
Ascending - smallest to largest, or alphabetical
Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.

Options

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Options Layout

Set the position of the Options. Options are:

Block (default option)
Inline

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Choose from a list

Choose from list (Drop-down) is a closed-ended field type where Users can select only one answer from a menu of choices.

Choose from list (Drop-down) can be used for presenting a long list of options without cluttering the Form.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Option Title

Set the text for each Form Element Option.

Use the Add button to add to the Form Element.

Option Order

Set the display sort order for the Form Elements Options. Sort orders are:

Default - in the order added (default option)
Ascending - smallest to largest, or alphabetical
Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.

Options

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

File

File field allows Users to attach files to submit with the Form.

File field allows Users to attach files such as photos, documents, etc.

File attachment supports all common file types, e.g. pdf, doc, zip, txt, jpg, mp4, etc.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Number

Number field is a single line text-box that is validated to only accept numerical inputs.

Decimal values and negative values cannot be entered.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Email

Email field is a single line text-box that is validated to only accept email address inputs.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Default Value

Set a default value that will be used as a preset for the Form Element value.

Users can modify the Form Element value, or use the default Form Element value, before the Form is submitted.

Default values can make Users more productive by reducing the number of fields needed to be manually entered, and can improve data consistency and reliability.

Disable Field

Set the Form Element as Disabled or Enabled.

A disabled Form Element is unusable and un-clickable on the Form.

A disabled Form Element will display any default Form Element value that has been set.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Label

Label fields displays text on the Form.

This field type doesn't collect any data, but the text in the Form can be used to provide more context or to break up the Form in to sections.

FIELD DESCRIPTIONS

Field	Description
Text Content	Label Text for the Form Element.
Width	Set the width of the Form Element as a percentage of the Form width. Options are: 100% 75% 50% 25% (default option) Custom The Custom option displays a field for entry of the custom value. Only one option can be selected.
Multiple Column	Set the column positioning of the Form Element on the Form. Options are: No (default option) Yes Only one option can be selected.

Field

Description

Text Content

Label Text for the Form Element.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Table

Tables consist of an ordered arrangement of rows and columns. A table is used to layout other Form Elements on the form in a grid or tabular format.

Tables do not have properties that can be edited after adding to a Form.

FIELD DESCRIPTIONS

Field	Description
Number of Columns	Set the number of columns for the Table Form Element. It is mandatory to enter a value of one (1) or greater.
Number of Rows	Set the number of rows for the Table Form Element. It is mandatory to enter a value of one (1) or greater.
Width	Set the width of the Form Element as a percentage of the Form width. Options are: 100% 75% 50% 25% (default option) Custom The Custom option displays a field for entry of the custom value. Only one option can be selected.
Multiple Column	Set the column positioning of the Form Element on the Form. Options are: No (default option) Yes Only one option can be selected.

Field

Description

Number of Columns

Set the number of columns for the Table Form Element.

It is mandatory to enter a value of one (1) or greater.

Number of Rows

Set the number of rows for the Table Form Element.

It is mandatory to enter a value of one (1) or greater.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

A table is used to layout other Form Elements on the form in a grid or tabular format. The Form Elements are added to a Table Form Element using the drag and drop method.

Break

Break fields display white-space on the Form.

This field type doesn't collect any data, but the white-space in the Form can be used to provide more context or to delineate the Form sections.

Header Image

Header Images do not have properties that can be edited after adding to a Form.

Choose File to select the required Header Image.

Send it to Server to save the Header Image to the Meshed Workflow system to make it available for use in other Forms.

Currently there is no option to remove the Header Image.

Date Picker

Date field allows the User to enter a date in the proper date format, or choose a date via a date picker calendar.

Only valid dates are accepted.

FIELD DESCRIPTIONS

Field

Description

Title

Label Text for the Form Element.

Width

Set the width of the Form Element as a percentage of the Form width. Options are:

100%
75%
50%
25% (default option)
Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.

Inline Layout

Set the position of the Form Element Title. Options are:

No (default option)
Yes

Only one option can be selected.

Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form can be submitted.

Parent Element

Multiple Column

Set the column positioning of the Form Element on the Form. Options are:

No (default option)
Yes

Only one option can be selected.

Form Template

Further information for Form Templates

Overview

Add Form Element

Edit Form Element

Delete Form Element

Save

Back

Form Element Types

Text

FIELD DESCRIPTIONS

Paragraph Text

FIELD DESCRIPTIONS

Multiple Choice

FIELD DESCRIPTIONS

Checkboxes

FIELD DESCRIPTIONS

Choose from a list

FIELD DESCRIPTIONS

File

FIELD DESCRIPTIONS

Number

FIELD DESCRIPTIONS

Email

FIELD DESCRIPTIONS

Label

FIELD DESCRIPTIONS

Table

FIELD DESCRIPTIONS

Break

Header Image

Date Picker

FIELD DESCRIPTIONS

Form Template