Templates support field types ranging from standard text-driven fields like text fields and drop-down menus, to less traditional fields like sketches and images.

A read-only field that automatically generates a unique ID number upon Form creation. IDs are generated by incrementing the previous ID by 1.

Use for tracking or referencing your Forms. This is a great choice for a Form identifier. This field is typically used in auto-fill mode.

A placeholder for scanning in a barcode using your device's camera and storing the barcode number. If your device does not have a camera, you can input the barcode number manually.

Use this field in conjunction with a DataSource that has barcode numbers as one of its columns.

For instance, you might set up several read-only text fields to auto-populate with relevant product information from other DataSource columns (product name, description, price, etc.), keying off the scanned barcode number.

Make sure your DataSource column containing barcode numbers is marked as an index (or key) column.

A field that can be either marked or left blank. The mark may be a check, an X, a circle, or an oval; the field may be a box to be checked, or an item to be circled. Select the field to add or remove the mark.

Capture binary input — yes/no questions, on/off switches, indicating state (like “Job Completed”), etc. Also use if your Form has items that are meant to be circled.

A set of related fields using the Checkbox interface described above. Checkbox Groups can be single select (only one item in the group can be marked) or multi-select (any number of items in the group can be marked).

Require the user to select from a small number of options, typically 5 or fewer. For instance, you may use this as a status indicator — e.g. Complete/In Progress/Incomplete.

For more than 5 options, a drop-down should be used.

When you specify a list of checkbox names for your Checkbox Group, the individual checkboxes will not automatically appear in your preview. In order to add them to the preview, you will need to find your group in the Template Fields section in the left sidebar of the Template Editor, and drag each one into the preview area individually.

A menu showing a list of items from a DataSource column. This is similar to the Drop Down, except the items in the menu come from a database rather than an ad hoc list. It can include all items in the column, or a filtered list of items.

You will often use this field in conjunction with several Text Box fields. For instance, you might have the user select a customer’s name from a Database field, and then set up several read-only Text Boxes to auto-populate with relevant customer information from other DataSource columns (address, phone number, etc.), keying off the customer name that was entered.

When selecting a DataSource column, you are limited to columns that have been set as indexes, or keys, in the DataSource.

A placeholder for selecting a calendar date using a standard set of calendar controls.

Use to capture a date when exact time is not important, e.g. a customer’s date of birth. Use in auto-fill mode to automatically capture the date when the Form was created.

A placeholder for selecting a date and time using standard date/time controls.

Use to capture both date and time at once, e.g. when scheduling an appointment. Use in auto-fill mode to automatically capture the date and time when the Form was created.

A menu showing a list of items, of which the user can select only one. Drop-down menus can be set up to allow write-in entries.

Require the user to select a single item from a preset number of options, typically 4 or more — e.g. a list of all field technicians in your company. For fewer options, a Checkbox group should be used.

Save your list of drop-down choices and reuse it in another drop-down field elsewhere on the Form.

A placeholder for uploading an image into your Form. This can be an image from your device’s camera, or an image already stored on your device. JPEG, PNG, GIF, and BMP image formats are supported.

For instance, if you are a mechanic fixing a dent in a car, you may want to include “before” and “after” images of the car.

A placeholder for adding your location to the Form, as determined by the GPS on your device. The location can be shown as latitude/longitude coordinates, or as a pin on a map. The map can be a street or satellite map, and you can control zoom level.

This can be very valuable for Forms filled out in the field, because it lets the field worker record the exact location where a job was performed.

Include a timestamp along with the location, recording exactly when the location was taken.

A write-in text field that only accepts numbers.

Use for any numerical values like counts and dollar amounts. Use as a read-only field for calculation results. For instance, you may have a series of Number fields with item costs, followed by a read-only Number field displaying the sum of those costs.

A placeholder for recording a signature. The signature can be recorded using a stylus, a finger, or a mouse — depending on the device you are using to fill out the Form.

Use to capture any signature — e.g. customer signatures, supervisor signatures, inspector/reviewer signatures, etc.

For approval workflows, you can set up the signature to be required, and to be automatically removed whenever any other fields are changed. This way, changes cannot be made after the approver signs off on the Form.

A placeholder for the user to add a sketch using standard drawing tools (e.g. brush, fill, line, various shapes, etc.) and controls (e.g. brush size, color changer, layering, etc.).
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A set of fields arranged into rows and columns. Each table cell is a separate field of one of the other types described here.

Use when you want to capture the same set of parameters about several related items.

For instance, your Form may have a table letting the user input tasks performed on a job along with who performed the task, task description, how long it took, and the hourly rate. A table makes sense here because the job may have multiple tasks, and we want to capture the same set of inputs for each task.

The most basic field, allowing users to input text. It can range from a single-line text box with room for just a few characters to a large multi-line area.

Use for any write-in text, such as a customer’s street address. Use as a read-only field for displaying a database value based on a key from a Database field. (See Database field description for more details.)

A placeholder for selecting a clock time using standard controls.

Use to capture a time of day when the exact date is not important, e.g. the best time of day to reach a person on the phone.