Form Fields Management

Add Form Fields

To add form fields, follow the steps below:

  1. Navigate to the ‘Fields’ tab of a form, e.g., CAPA, 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.

Edit Form Fields

To edit form fields, follow the steps below:

  1. Select a field to edit from the Fields tab and click on the Edit button.

  2. On the Edit Field form, make the required edits in the Field Type and Field Configuration steps and click on the Save button.

Delete Form Field

To delete a form field, follow the steps below:

  1. Select a field to delete from the Fields tab and click on the Delete button.