Form Fields

Use the 'Fields' tab to create and configure the fields for your form. Aside from adding fields, this document details other functionalities and features available in this tab. The list of topics covered by this document is as follows:

• Adding a Virtual Field
• Form Steps
• Field Validation Rules

Adding a Virtual Field

To add a virtual field to the form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Click CREATE FORM.
4. Go to the 'Fields' tab.
5. Select ADD FIELD.

6. Fill out the form. Note that the form used to create a virtual field is divided into the following sections:

   • Field Details
   • Appearance
   • Advanced
   • Conditional Visibility
   • Validation Rules

   The details for each form section are discussed in its corresponding section in this article.

7. Select ADD FIELD.

Field Details

This form section provides basic details for a virtual field.

Appearance

This form section determines the virtual field's appearance on the form.

Advanced

This form section is used to configure advanced features for the virtual field you are creating.

Conditional Visibility

This form section is used to build conditional visibility rules for the virtual field you are creating.

Validation Rules

This form section is used to create validation rules for your virtual field.

Form Steps

Insites allows you to build and use form steps, also known as multi-step or wizard-like forms. Form steps are a user interface design feature in which a longer or more complex form is divided into smaller, more manageable steps. Users typically navigate through these steps in a linear fashion, completing one form step at a time. Using form steps can improve the user experience by helping minimize errors and giving users an indication of their progress. They can be beneficial in mobile applications. To further enhance the user experience, you can also build conditional visibility in conjunction with form steps.

Some common examples where multi-step Forms can be beneficial include online registration forms, surveys, e-commerce checkout processes, and complex data entry forms.

Adding Form Steps

To add form steps to your form:

1. Navigate to the 'Fields' tab on the form you are creating.
2. Toggle Enable Form Steps to 'Enabled'
3. Click ADD STEP.
4. Fill out the form for creating a form step.
5. Select ADD STEP.

Take note of the input needed for creating a form step:

Sorting Form Steps

To sort your form steps:

1. Click on the heading of the form step whose order you want to adjust.
2. Drag and drop the form step to its preferred place in the form.
3. Do the same to the other form steps until you achieve your desired sequence.

Sorting Fields in a Form

To sort fields in a form:

1. Click on the field whose order you want to adjust.
2. Drag and drop the field within the form or form step to its preferred place.
3. Adjust the other fields until you achieve your desired sequence.

Field Validation Rules

A field validation rule is a set of conditions applied to a field to ensure that data inputs meet certain predefined requirements or standards. These rules are established to validate data for accuracy, consistency, and compliance with specific business or data integrity rules.

To add a validation rule to the virtual field you are creating:

1. Select a value on the 'Validation Rule' dropdown field. Options include the following:

   • Required
   • Email
   • Format

   The next couple of sections discuss the details of each option.

2. Click ADD VALIDATION.

Required

This validation rule requires a user to provide an input.

Email

This validation rule requires a user to provide a valid email address.

Format

This validation rule requires a user to provide an input that falls under the rules of their specified regular expression.