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 that are available in this tab. The list of topics covered by this document is as follows:

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

Adding a virtual field

A virtual field is a field or attribute of an entity, such as a database record, that does not actually exist in the underlying data structure (hence, 'virtual'), but can be useful if there are values you want to calculate on the fly.

For example, consider a database with two columns, 'firstName' and 'lastName.' Then, consider a virtual field called 'fullName' which is not part of any database. When you query for 'fullName,' the system takes the values from the 'firstName' and 'lastName' columns and combines them to give you the full name.

To add a virtual field to the form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Select CREATE FORM.
4. Fill out the form in the 'Details' tab. The form is a prerequisite for you to be able to begin filling out the form for the 'Fields' tab.
5. Navigate to the 'Fields' tab.
6. Select ADD VIRTUAL FIELD.

7. 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.

8. Select ADD VIRTUAL FIELD.

Virtual Field Details

This form section provides basic details for a virtual field.

Field Options

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

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. Details are discussed in the Adding field validation rules section.

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:

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.

Email

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

Format

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

Length

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

Unique

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