Field Types - Elements
Header
The Header field type is used when you want to add a fixed text that will be included in every created case. The header is displayed in a larger and bold font compared to other fields.
Sign
The Sign field type is used when someone needs to sign off on an assigned task within a case. The advantage of the signature field is that approval is quick, but it also ensures that only the assigned person can approve the task.
The Sign field always displays the logged-in user. If a profile has settings that allow field modifications after registration, that profile can change the signature afterward.
Text Field
The Text Field type is used when you want the person registering a case to freely enter information in a field.
Note: Free-text fields allow users to enter information with different terms and spellings, which can make searches more difficult. Whenever possible, you should use the List field type instead. The List field type makes it easier to search for field content.
Barcode
With the Barcode field type, you can choose from various barcode types. This field type can be used for labeling machines, gift cards, shipping labels, specific printouts, and other applications requiring machine-readable identification.
By default, the barcode value is hidden, but you can enable it to be displayed below the barcode or set it to be visible only in printed documents.
Note: If you choose to display the barcode only in print, it will not be visible in the case itself, nor in public case views.
Exception: If you select QR code as the barcode type, the code or its value cannot be displayed in an Advanced Print Layout document. In such cases, you must choose a different barcode type or field type.
Signature
The Signature field type is used when you need to allow for a handwritten signature within a case. This field is especially useful in forms where you manage receipts or acknowledgments of any kind.
Google Maps
With the Google Maps field type, you can mark geographical locations within your case.
You can choose to present the marked location in either text form or with a map image showing the surrounding area along with the marked address (dynamic presentation). If you select the static presentation mode, a zoomed-out map image will be displayed, showing the marked location in relation to nearby cities.
Tip! By using the search function within the map, you can mark an area and retrieve all registered cases within that specified region.
Text
The Text field type is used when you want to add a fixed text that will be included in every created case. This field type is especially useful for administrator instructions on the form settings page. You can write an important note and place the text above the section it refers to. Then, go to Access Settings and set the permissions to None, ensuring that the text is only visible when editing the form.
Static Image
The Static Image field type allows you to add an image that will be included in every new case created. This could be an explanatory image or symbol that helps users understand what needs to be done when registering a case or what the case is about.
Static File
The Static File field type allows you to attach a file that will always be included in new cases. This could be a manual, instruction document, or any other descriptive file that is important to associate with the case.
The Email field type is used when you want to require users to enter an email address.
You can also link a message trigger to the email field, so that an automatic message is sent to the entered email address when specific criteria are met in a case.
Tip: Use the Email field in a form where you have enabled both message triggers and public registration. This way, you can collect information and follow up on a case easily— even with someone who is not a system user.
Last updated: 17 January, 2025