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How to Configure Field Settings
Who is this article for?Administrators building forms.
Report admin permissions are required.
Forms fields can be configured with additional settings that will change their behaviour. This behaviour can be configured to always take place on the field or behaviour can be configured based on rules.
This article outlines what behaviours are possible and also how to apply them to fields. This article does not include details on how to configure rules.
To make this easier to understand the article has been split into the following sections:
Creating a form from scratch? Visit How to Create a New Reporting Form for details.
1. What Settings Are Available?
The below table outlines the settings available:
| Icon | Description |
|---|---|
| Mandatory | This setting can be applied to a field to make it mandatory. This means that the reporter will be unable to submit the report unless this field has a value. |
| Confidentiality | This setting makes the contents of the field confidential. This means that only people with the permissions to see confidential information will be able to read the content of this field on the submitted report. |
| Key Details | This setting allows you to set a specific field as 'Key Details'. This means that the contents of the field chosen will be displayed under 'Details' when viewing the records in the list view. |
| Label Alignment | These settings are to allow you some control over the formatting of a field. If the field is 'Vertical' then the 'Field Label' will be above the input area. If the field is set to 'Horizontal' then the 'Field Label' will be to the left of the input area. |
| Visibility | This setting allows you to change the visibility of a field. This can be used in conjunction with rules to customise a form to a greater extent. Allowing a field to be invisible until certain conditions are met. |
| Image Annotation | This setting is available for images only. The setting allows the reporter to draw on the image which you've added to the form. |
2. How to Change Field Settings
To change field settings:
- Go to Administration, then Reporting Admin, then finally Forms.
- Open the form you need to edit.
Reminder: You can only edit a draft form. If your form is active then you will need to revise it.
- Locate the field which you'd like to change settings.
- Use the Action button and click Edit.
- Click on the setting to activate it or deactivate it.
