Common Field Properties
Category: Form Builder - Toolbox Section: Field Properties Last Updated: 2024-12-09
Core properties available across most field types in the form builder.
Accessing Properties
Hover over a field and click the gear icon to open the properties dialog.
Display Properties
| Property | Purpose |
|---|---|
| Field Name | Unique identifier for data and templates |
| Label | Text shown to users |
| Hide Label | Remove label from display |
| Show in Summary | Include in summary tables |
| Important | Mark for editable review |
| Hidden | Hide from users |
| Clear Value When Hidden | Reset value when hidden by rules |
| Label Position | Position relative to input (Top/Left/Right/Bottom) |
| Read Only | Prevent user editing |
| Do Not Load From Saved Record | Exclude when reopening records |
| Default Value | Pre-filled value |
| Placeholder | Watermark example text |
| Tooltip | Help text on hover |
| Error Label | Validation failure message |
| Custom CSS Class | Add custom styling |
| Tab Index | Tab key navigation order |
Data Properties
| Property | Purpose |
|---|---|
| Refresh On | Re-evaluate when other fields change |
Validation Properties
| Property | Purpose |
|---|---|
| Required | Must be filled for submission |
| Validate On | When to trigger validation |
| Custom Error Message | Override default error text |
Logic Properties
| Property | Purpose |
|---|---|
| Advanced | Add custom logic (see Logic Builder) |
Field Name Best Practices
- Use unique, descriptive names
- Follow a consistent naming convention
- Match template merge field names
- Avoid spaces and special characters