Check the details of a field in the Field Properties dialog. Each Field Type has its Field Properties dialog.
Opening the Field Properties dialog
To open the Field Properties dialog:
- Open Form Builder mode, see Opening and Using Form Builder
- Hover over the desired Field. The control icons appear.
- Select Configure icon. The Field Properties dialog displays.
- Make any desired changes, then select OK to save.
Opening field properties dialogue in Form Builder
Viewing Field Properties details
- Open Field Properties dialog.
- Select OPTIONS. The options tabs appear.
- Select the desired tab:
- Form Detail : Set whether Field is Mandatory or whether pop-up Help is available for this Field
- Form Behaviour : Define Read Only and/or Visibility settings
- Object Detail : Define Script name, Minimum and Maximum input size, Default values or Text Patterns
- Format : Set Background Colour, Horizontal Resize or Vertical Resize
- Custom Form Validation : Define a Boolean evaluated calculation used to validate the input in this Field
Field Type Properties Dialog
Form Detail Tab
The Form Detail tab is where the Field may be set to Mandatory, and whether pop-up Help is available for this Field.
Form Detail Tab
Checking the Mandatory box means a new Record created on this Form cannot be saved without a value in this Field. This will be indicated on Record creation by the red line adjacent to the field, as below:
Mandatory field on a Form
Checking the Show Help box means Pop-up Help will be available for this field. The text for the Pop-up Help is taken from the Description field in the Field Properties Dialog.
Pop-up Help icon
Form Behaviour Tab
The Form Behaviour tab allows the definition of rules around a Field's Read-only and/or Visibility attribute.
Form Behaviour Tab
To configure the Visibility behaviour of the field, select Visibility from the Control Behaviour drop down, then select:
- Always - the expression box is disabled and the field will always be Visible. This will not delete an existing calculation in the expression box, but any calculation therein will be ignored
- Calculated - this requires a calculation that evaluates to a Boolean - when TRUE this field will be visible and when FALSE this field will not be visible
- Note that Never is not applicable to Visibility and is disabled
To configure the Read-only behaviour of the field, select Read-only from the Control Behaviour drop down.
- Always - the expression box is disabled and the field will always be Read-only. This will not delete an existing calculation in the expression box, but any calculation therein will be ignored
- Calculated - this requires a calculation that evaluates to a Boolean - when TRUE this field will be Read-only and when FALSE this field will not be Read-only
- Never - the expression box is disabled and the field will never be Read-only. This will not delete an existing calculation in the expression box, but any calculation therein will be ignored
Note that the setting applied to both Read-only and Visibility behaviours are shown in parentheses after each respective item. For example, in the screenshot below, Read-only is set to Calculated and Visible is set to Always.
Setting in effect shown in parentheses