Picture of The basics of configuring a text field in the Form Builder | FB_008

The basics of configuring a text field in the Form Builder | FB_008

In this tutorial, we'll continue the configuration of a basic product using the Infigo form builder. This section looks at the basic configuration of a text field. The end result will be a single text box on our form which accepts a single line text input and places it onto the canvas. There will be no formatting options displayed on the form and end users will not have the ability to format the text using the pop-up.

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In this tutorial will continue

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the configuration of a basic product
using the Infigo form builder.

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This section looks at the basic
configuration of a text field.

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The end result will be
a single text box on our form,

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which accepts a single line
text input and places it onto the canvas.

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There will be no formatting options
displayed on the form and end Users

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will not have the ability
to format the text using the pop up.

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Okay,
so I'm going to begin by adding a text

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field to our canvas.

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You can format this text

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field in the usual way
so you can double click on the field

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on the canvas to bring up the pop up,
which is filled with configuration options

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amongst many other things.

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This will allow you to define the font,
text, size and behavior

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when text reaches the end of that field.

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So with that field configured

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how we want it, I'm just going to go ahead
and go to our custom tab.

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So we're going to start configuring
this using the form builder itself.

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We'll see that we have an entry there
for the field we've just added.

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Let's go to the icon
indicating that it's a text field.

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We can select it using the text field icon
and get to more advanced

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configuration options
using the select field button.

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That will take us
to our advanced configuration

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using the form builder
for this particular field.

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Okay.

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So as with the image fields
that we've looked at in previous

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tutorials,
we're going to start off with a field name

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that will be displayed

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on the actual form itself
unless we proceed it with three asterisks.

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We want to

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specify the order in which
the field will appear on the form.

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So this is a number here.

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So if this is the number one
and it proceeds well, and that's

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less than the other fields that we have,
it will displayed at the top of the form.

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you see in this case

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that both of the fields
that we have all listed as one.

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So it will go in this order.

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It's worth it here.

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If we want the single name
input to be higher.

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I'm going to actually increase the value

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that for the image upload fields.

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We have a visibility option

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there as well where we can show
and hide the content of that field.

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This is great
if you've already fully defined a field,

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so don't want to delete it but
don't want it on the canvas at the moment.

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Then as

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with the image fields underneath there
we have the interactivity options.

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So this set of options controls

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the primary ways in which your customer
can interact with the field.

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You can control behavior
such as their ability to delete

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or reposition the field
along with controlling whether or not

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they can open that configuration,
pop up by double clicking on it.

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Remember, this is only a sample of the
most commonly used interactivity options.

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More detailed options can be located
on this particular pop up

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in the details tab.

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So we'll notice at the moment

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that our text field is not appearing
on the actual form itself.

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And this is because we haven't selected

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the type of text field
that this is going to be.

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So the type of
input within this text field.

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You have a selection of

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multiple format types depending on what
you wish the contents of that field to be.

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So if I click on there, you'll see
we have a few different options.

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We'll cover
many of these in later tutorials.

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For now, we'll stick

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with the absolutely basics and select
a single line text field.

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You'll see that
as soon as I select that the entry becomes

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available on the form on the right hand
side,

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that's ready to go
as soon as I place some text

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in this form now, which is simulating
how our customers would interact with it.

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You can see updates on the canvas.

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Okay.

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So if you have a lot of fields
on your canvas, it might be difficult

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to spot the element
that this text field relates to.

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So what we've got on here,
you'll see to the right hand

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side of that text field,
we have this little target icon

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that snaps
those to a view of this particular field.

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So you'll see when
we actually do our initial configuration

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options for our text field that it means
that a lot of configuration options,

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so a lot of formatting for that particular
text field is available by default.

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So things like changing the font,
changing the color,

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changing the alignment,
the are all there by default.

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In our example,
we're going to remove these

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to prevent our customer
from altering the format

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and only giving them the option
to change the input.

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Text and nothing else.

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The easiest way to do this,
so on the configuration within the form

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builder of that particular field
is just to click on no formatting options

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that will get rid of absolutely all
of the other options which are on here.

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alternative
if you want some finer control over this.

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So let's say
you only want to disable font selection.

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Turn off the no formatting options

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and then only toggle the options
of the things you don't want to show.

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For example,
if I say no font size selection,

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that option will no longer be available
within the form itself.

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So once again, I want to draw
your attention to field tags

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down at the bottom of the screen.

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We see that when we change options
in our form

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builder configuration
feel tags are added and removed.

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So for example,
keep an eye on the field tags.

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See, as I uncheck options,

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the added and removed
new tags can be added manually.

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If you already

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have a configuration in mind
and you know the tags that they require.

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And we intend to create and distribute

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a list of available
field tags for you to use in the future.

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And I know I've said this before,
but remember, not all configuration

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options are shown on the actual form
builder itself.

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If you need further configuration
or interactivity options,

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double click on the actual field.

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As an administrator,
you always have access to this pop up

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when you want to go to the details tab,

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and that will give
you much greater control.

 

Incomplete
Step by Step Guide

The basics of configuring a text field in the Form Builder | FB_008

In this tutorial, we'll continue the configuration of a basic product using the Infigo form builder. This section looks at the basic configuration of a text field. The end result will be a single text box on our form which accepts a single line text input and places it onto the canvas. There will be no formatting options displayed on the form and end users will not have the ability to format the text using the pop-up.

Creation Date: Jan 22, 2024
Created By: Sam Webster

1. Begin by adding a text field to your canvas

You can format this text field in the usual way. Double click on the field on the canvas to bring up the pop-up filled with configuration options. Amongst many other things, this will allow you to define the font, text size and behaviour when text reaches the end of the field.

Begin by adding a text field to your canvas

2. Click on Custom Tab

This will display the form builder interface, where a new section will show with all contained options relating to the new text field.

Click on Custom Tab

3. Click the field icon to select the field on the canvas

Click the field icon to select the field on the canvas

4. Enter a field name

This will be displayed as a title on the form above the input field, and is a useful way to identify a field. Insert "***" before the field name in this box and the name will not be shown on the form.

Enter a field name

5. Specify the order in which the field will appear on the form

This works in relation to the number assigned to any other fields on your form. Lower numbers will appear further up the form.

Specify the order in which the field will appear on the form

6. Click this icon to control whether this field is displayed or hidden on the canvas

This is great if you've already fully defined a field so don't want to delete it, but don't want it on the canvas at the moment.

Click this icon to control whether this field is displayed or hidden on the canvas

7. Specify Interactivity options

This set of options controls the primary ways in which your customers can interact with this field. You can control behaviour such as their ability to delete or reposition this field, along with controlling whether they can open the configuration pop up.

Remember, this is only a sample of the most commonly used interactivity options. More detailed options can be located on the pop-up. Double click the field and head to the Details tab.

Specify Interactivity options

8. Select the required content format for this text box from the dropdown.

You have a selection of multiple format types, depending on what you wish the contents of the text field to be. We'll cover many of these in later tutorials.

For now, we'll stick with the basics and select a Single Line Text.

Select the required content format for this text box from the dropdown.

9. Your text field on the form is ready to go. Input some text and it will also be placed on the canvas

Your text field on the form is ready to go. Input some text and it will also be placed on the canvas

10. If you have a lot of fields on your canvas, it may be difficult to spot the element this text field relates to. Click the target icon to snap the view to this field.

If you have a lot of fields on your canvas, it may be difficult to spot the element this text field relates to. Click the target icon to snap the view to this field.

11. Formatting options are available by default

As you can see on the form, various formatting options for the field are enabled by default.

In our example we will remove these to prevent our customer from altering the format and only giving them the option to change the input text.

Formatting options are available by default

12. Check No formatting options

You can quick apply no formatting options with the "No formatting options" toggle. Alternatively, the toggles below this give you finer control over the formatting options to display on this particular field.

Check No formatting options

13. Field Tags

Once again, we see that when we change options on our form builder, configuration field tags are added and removed. New tags can be added manually if you already have a configuration in mind and know the tag(s) you require.

Field Tags

14. Further configuration options

Remember, not all configuration options are shown on the form builder. If you need to further configure or control interactivity with a field, double click on that field on the canvas and head to the Details tab.

Further configuration options

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