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Map a data field to your Template
Map a data field to your Template

Determine what data you'll collect from your Form Users when you map a data field to your Template.

Updated over a week ago

For each piece of information you want to collect with your Template, you’ll add a field in the Template Editor. GoFormz offers a variety of field types to facilitate your data collection.

The fields you map onto your Template in the Template Editor determine the information you’ll receive from your Form Users. Map as many fields as you need onto your Template. You can make any necessary edits later.

Screenshot displaying the Template Editor workspace in the GoFormz web app.

The Template Editor contains the Field Editor and the Page Editor. When you navigate to the Template Editor, you begin in the Field Editor. This is where you’ll map data fields to your Template. Here we’ll focus on the Field Editor.

Resize your fields

Adjust each field’s size to provide your Form Users with a familiar experience. With your field selected, drag the corners to resize it to fit the corresponding field on your PDF background.

Assign field properties

In the Field Editor, you’ll manage each data field’s identifying details, behavior, and functionality by managing the details in the Field Properties panel.

When you build a Template, create a unique name for each field. Enter details about each field in the Description field.

Screenshot displaying the location of the Name and Description fields in the Field Properties panel of the Template Editor in the GoFormz web app.

You’ll reference a field’s name in other areas of GoFormz, so you should create a field naming standard across your organization’s Templates.

The field’s name and description are visible to your Form Users when they’re creating a Form in List View. Additionally, some field modals display the field name when a Form User views those fields in Form View.

A field’s name and description can be managed by anybody with permissions to edit your Templates.

Each field offers unique properties to suit your data collection needs. In addition to managing functionality in these properties, this is also where you have the opportunity to add calculations and conditional logic to your fields.

The information you collect using these fields act as points of data which you’ll reference when using reports, automations, and connected apps.

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