Text

The Text tool allows for the entry of alphanumeric information into a mobile form. If a user taps a Text field in a form on a mobile device, an alphnumeric keyboard will open, allowing the user to enter letters, numbers, and special characters into the field (if a device has voice-to-text functionality or handwriting recognition, those methods can also be used to enter text into the field).

Note: If you wish to create a field that requires users to enter numbers only (i.e., no alpha characters or special characters accepted), use the Numeric tool.

The image below shows an example of a Text field used to capture a person's street address:

Questionnare Example

Property

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller caption should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Default value: The value of the field first presented to the user when they see the question. Unless the question is marked as “Read Only”, the mobile user will be able to change the value. This is very useful where the answer to a question is likely to repeat itself over and over. Setting a default value minimizes the work for mobile users. Note that repeating values can also be set on the mobile app using the “Remember Answer” option.

Number of lines: Determines the number of lines of text included in the text field.

Formats: Determines the format of the informaiton entered in the text box.

Social Security only allows 9 numbers to be entered an displays the information in 111-11-1111.

Phone Number allows up to either 10 or 11 numbers entered (depending on which number format is selected). Once phone number is select there is an additional drop down of 4 possible phone number formats.

Display Numeric Keyboard when checked only displays numbers and symbols on the keyboard instead of all characters. This is a good setting to use for things like zop codes which potentially can start with a zero (0).

Use custom format allows for text fields to have a format for basic validation of input answers. For example, 00000A (5 numbers and 1 letter). The 0 digit represents numbers and the A character represents letters. So for example, if the user wanted to have a field where the answer needed be 2 numbers, a letter, and 2 more numbers, they could enter 00A00. If the user entered 12C34 the field would be acceptable but if they entered 1A234 they would get an error message that states the fields format needs to be 00A00.

Uppercase Lock when checked will only allow uppercase letters to be entered into the text field.

Gray Caption Text is only visible when the textbox is inside of a free form grid container. This setting removes the fields caption text and places it in the answer box with gray text. Once the user starts typing an answer the text dissapears.

Keyboard: allows the user to select either a text or numeric keyboard when using the textbox. Numeric will only allow for numbers to be entered. There is also a none option that can be turned on for barcode users who dont need a keyboard and simply want to scan a barcode into a text field.

Appearance: Determines the the colors and themes used with the tool and how you can Styling your form.

Justification - Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption, Hint, and/or Answer fields as follows:

  • L: Left-justifies the text.

  • C: Center-justifies the text.

  • R: Right-justifies the text.

Remove Space: When selected the space Above or Below the tool is Removed. When styling the form this help provide continuity with the layout.

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab

  • View data new: Restricts a web portal user from entering data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Restricts a web portal user from editing this field when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Restricts a web portal user from entering data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Restricts a mobile user from entering data into this field when creating a form.

  • Web App: Restricts a web app user from entering data into this field when creating a form.

  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required: These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab

  • View data new: Requires a web portal user to enter data into this field when creating a new form through the 'View data' tab.

  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.

  • Dispatch new: Requires a web portal user to enter data into this field when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Requires a mobile user to enter data into this field when creating a form.

  • Web App: Requires a web app user to enter data into this field when creating a form.

  • Form Links: Restricts a user from submitting a form link without answering this this field.

Hide: These settings allow you to hide the form field from users in specific situations. The settings are as follows:

  • View data edit: Hides this field from a web portal user when editing a submitted form through the 'View data' tab

  • View data new: Hides this field from a web portal user when creating a new form through the 'View data' tab.

  • Dispatch edit: Hides this field from a web portal user when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Hides this field from a web portal user when creating a new dispatch through the 'Dispatch' tab.

  • Mobile: Hides this field from a mobile user when creating a form.

  • Web App: Hides this field from a web app user when creating a form.

  • In PDF and Print: Hides this field when the form is converted to PDF or printed.

  • Form Links: Hides this field on forms that are sent as form links.

  • Length: Sets the minimum and/or maximum length of text that the mobile form user must enter if they choose to enter anything in the text field (Note: Use the Required settings to force a user to enter text into the text field before submitting a form).

    Actions

    Only display this question if
    This is a very powerful option as it allows you to hide form elements, only exposing them if the answer to a question in your form meets the criteria you have set. Being able to hide fields unless they are needed makes form more user friendly. For example, if you have a Choose One question with the answers Yes and No, then you can say "Only display this form element if" the answer to the Choose One is "equal" to "Yes." You can combine criteria with other criteria, thus creating complex criteria for showing/hiding form elements.

    Jump to
    This option allows you to navigate the user to a specific location in the form based on how they answer the current question.

    Jump to if : This setting works the same as jump to except only triggers when a condition is met. For example, a user could set their form to jump to "Customer Name" if question "Add New Customer?" was equal to yes.