Fields

• Adding a virtual field
• Adding form steps
• Adding field validation rules

Adding a virtual field

A virtual field appears on your form, but its value is not saved in the form responses. Use it to inform or guide other actions and to improve how the form works.

To add a virtual field to the form:

1. Ensure you have filled out the form in the 'Details' tab on the form you are creating. That form is a prerequisite for you to be able to fill out the form for the 'Fields' tab.
2. Navigate to the 'Fields' tab on the form you are creating.
3. Select ADD VIRTUAL FIELD.

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

   • Virtual Field Details
   • Field Options
   • Conditional Visibility
   • Validation Rules

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

5. Select ADD VIRTUAL FIELD.

Virtual Field Details

This form section provides basic details for a virtual field.

Input Label	Type	Required	Description
Database Column Name	Display Field	No	Name used by Insites to store the virtual field in the database.
Field Type	Display Field	No	Field type of the virtual field.
UI Element	Display Field	No	UI element used by the virtual field.

Field Options

This form section lets you input the field options for a virtual field.

Input Label	Type	Required	Description
Hidden Field	Toggle	No	Use this toggle to show or hide the virtual field in the form.
Field ID	Input Field	No	ID of the virtual field.
Hide Field Label	Toggle	No	Use this toggle to show or hide the label of the virtual field in the form.
Field Label	Input Field	Yes	Label of the virtual field.
Placeholder	Input Field	No	Placeholder used by the virtual field.
Tooltip	Text Area	No	Tooltip content used for the virtual field.
Field Description	Rich Text Editor	No	Description of the virtual field.
Column Size	Dropdown Field	No	Width of the virtual field as it appears on the form.
Form Step	Dropdown Field	No	The form step to which the field is assigned.

Conditional Visibility

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

Input Label	Type	Required	Description
Enable Conditional Visibility	Toggle	No	This toggle is used to indicate whether or not the field uses conditional visibility. The feature hides or shows a field on the form based on user input on other fields.

Validation Rules

This form section is used to create validation rules for your virtual field. Details are discussed in the Adding field validation rules section.

Input Label	Type	Required	Description
Validation Rule	Dropdown Field	Yes	The type of validation used by the field. Options include the following: Required Email Format Length Unique Details regarding validation rules are discussed in a separate section in this document.

Adding form steps

Insites allows you to build form steps to divide complex forms into more manageable steps. Using form steps improves the user experience by helping minimize errors and giving users an indication of their progress. To further enhance the user experience, you can also build conditional visibility in conjunction with form steps.

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

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. If field groups exist in the database, a modal asks if you want to use them as form steps. Indicate your preference in the modal. If you indicate 'yes,' the system groups will use your field groups as form steps and group your fields accordingly.
4. Select ADD STEP. Take note that you can still carry out this action even if you answered 'yes' in the previous step.
5. Fill out the form for creating a form step.
6. Select ADD STEP.

The input requirement for creating a form step is as follows:

Input Label	Type	Required	Description
Step	Input	Yes	Name of the form step.

Adding field validation rules

A field validation rule is a set of conditions applied to a field to ensure that data inputs meet 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
   • Length
   • Unique

   The next sections discuss the details of each option.

2. Select ADD VALIDATION.
3. Fill out the fields for creating the validation rule.

Required

This validation rule requires a user to provide an input.

Input Label	Type	Required	Description
Error Message	Input Field	No	Error message displayed if a user leaves the field blank.

Email

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

Input Label	Type	Required	Description
Error Message	Input Field	No	Error message displayed if a user provides an invalid email address.

Format

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

Input Label	Type	Required	Description
Format	Input Field	Yes	A regular expression that describes a custom format.
Error Message	Input Field	No	Error message displayed if a user provides an input that falls outside the specified format.

Length

This validation rule requires a user to provide an input that follows the length rules specified in this form.

Input Label	Type	Required	Description
Min Length	Input Field	No	Minimum length of the input.
Max Length	Input Field	No	Maximum length of the input.
Exact Length	Input Field	No	Exact length of the input.
Error Message	Input Field	No	Error message displayed if a user provides an input that falls outside the specified input length.

Unique

This validation rule requires a user to provide a unique input. Field content should have no duplicates for each form submission.

Input Label	Type	Required	Description
Error Message	Input Field	No	Error message displayed if a user provides an input that is not unique.