Knowledge Base

Custom fields provide flexibility in your form data capture while maintaining governance and compliance standards. This guide explains how to work with custom fields in Formulayt, both for regular users and administrators.

Understanding Custom Fields

When building forms in Formulayt, available options are determined by your administrator's configuration. Field availability and customization levels vary based on your form type and template settings. Custom fields can be enabled for specific form types, offering flexibility for unique data capture requirements.

Adding Custom Fields

For one-off data capture requirements, custom fields provide an efficient solution. However, if you find yourself repeatedly using the same custom field, we recommend contacting your administrator to add it to your form template for better governance and consistency.

Adding a Custom Field to Your Form

Follow these steps to add a custom field:

1. Navigate to browse forms
2. Open the form editor
3. Select the form tab
4. Locate the "Custom field" option (typically at the bottom of the form)

Configuration Options

When configuring a custom field, you'll have access to the following options:

• Field type - Choose from Text, Long Text, Dropdown, Checkbox, or Hidden field
• Question text - Define the label or field prompt displayed to users
• Field options - Configure dropdown values (for picklist fields)
• Field value - Set predetermined values for hidden fields
• This field is required - Toggle whether the field is mandatory

Picklist Configuration

For dropdown fields, enter each option on a new line. To separate display text from values, use the pipe separator:

value|displaytext

value|displaytext

value|displaytext

Administrator Settings

For administrators configuring custom field availability:

1. Navigate to the manage fields area
2. Create a new field
3. Select "Custom Fields" from the Field Type dropdown
4. Configure the number of available custom fields

Field Naming Templates

Each custom field creates two data points: one for the question text and one for the user's response. The {n} placeholder in your naming templates determines the field number:

Example using templates:

Label template: $customField{n}Label

Value template: $customField{n}Value

This creates:

$customField1Label

$customField1Value

$customField2Label

$customField2Value

$customField3Label

$customField3Value