How to Create, Modify or Delete a Field
Who is this article for?Administrators who are accessing Coruson on a web browser.
System Wide Administrator permission is required.
There are many field types that can be used when designing a form.
This article provides details on how to:
- Access the Field Bank
- Understand Field Types
- Create a New Field
- Configure Dropdown List Options
- Field Alterations
Looking to setup a form from scratch? Visit How to Create a New Reporting Form for details on creating a brand new form.
1. Access the Field Bank
- Browse to Administration, then Reporting, then Forms.
- Open a draft form.
Note: It is only possible to access the Field Bank within a Draft report. It is not possible to access the Field Bank on an Active form or in any other means.
- Click on the Field Bank.
2. Field Types
Coruson can create 10 distinct types of fields for display within Reports. These are outlined in the table below with a brief description detailing their purpose and abilities. There is also further detail as to the Data Type that Coruson expects as part of the data being entered into these fields.
| Field Type | Description | Data Type |
|---|---|---|
| Short Answers | A single line input box | Text/Numeric (String) |
| Long Answers | A multi-line input box | Text/Numeric (String) |
| Dates | A date selection field with an option to prevent future dates | Date |
| Dates/Time | A date and time selection field with an option to prevent future dates | Date w/ Time |
| Numerical | A field for only numbers. Options to set precision, minimum value, and maximum value | Numerical |
| Dropdown List | A field of predetermined responses | (Predetermined) Text (String) |
| Radio Group | Allows for a custom list of options, selected by highlighting a radio button (only 1 selection) | Text/Numeric (String) |
| Checklist Boxes | Allows for a custom list of options, selected by highlighting checkbox(es) (multiple allowed) | Text/Numeric (String) |
| Location | A field with searchable location | Address (String) |
| Section Repeater | Allows you to add entire pre-existing sections inside another section | N/A |
3. Create a New Field
From the top of the Field Bank will be a large + button. Clicking this button will display a new screen with several options to choose from. Choose the Field Type you would like to use, and you will then be able to customise the extra options to suit your needs.
When complete, simply click the Add button at the base of the screen to add the field to the Field Bank. The field is now ready to be added to any chosen report.
4. Dropdown List Options
Only Select Leaf Nodes
This option allows for Administrators to decide whether Users should be able to select Branch list items (e.g. parent list items which contain child list items inside them) or only Leaf items (e.g. parent list items are unable to be selected at all).
Below is an example of a list which has the setting Only Select Leaf Nodes disabled.
Below is an example of a list which has the setting Only Select Leaf Nodes enabled.
Multi-Select
This option allows Users to select multiple list items from within the Dropdown List rather than only being able to select one option only.
5. Field Alterations
If you'd like to remove or edit an existing field then you will need to first locate it within the field bank. This can be done by either searching for the title of the field using the search bar at the top or by using the filter buttons to narrow down the fields by their 'Field Type'.