| Field Type |
Description/ Usage |
Settings |
| text
| Plain text field for genera purpose input like text, phone,email, alphanumeric.
|
- Mandatory Field?
- Show on index page?
- Default Field?
- Is Unique?
- Show Last Value?
|
| text area |
Text field for larger data inputs like comments, descriptions, detail, summery etc. |
- Mandatory Field?
- Show on index page?
|
| checkbox |
A checkbox in a form is used to let users select one, multiple, or no options from a set of choices.
Purpose of Checkboxes
-
Independent selection : Each checkbox works on its own—selecting one does not affect the others.
-
Multiple choices allowed : Users can choose any combination of options.
-
Optional inputs : Checkboxes are ideal when selections are not mandatory.
When to Use Checkboxes
Use checkboxes when:
-
Users can select more than one option
-
Each option is true/false or on/off
-
The choice does not depend on other options
Examples:
-
Interests: ☐ Sports ☐ Music ☐ Travel ☐ Technology
-
Preferences: ☐ Email notifications ☐ SMS alerts
-
Consent: ☐ I agree to the Terms Conditions
|
- Mandatory Field?
- Show on index page?
- CSV Options
|
| radio button |
A radio button in a form is used to let users select exactly one option from a predefined set of choices .
Purpose of Radio Buttons
-
Mutually exclusive selection : When multiple radio buttons belong to the same group, selecting one automatically deselects the others.
-
Clear choice enforcement : It ensures the user can choose only one option, not multiple.
When to Use Radio Buttons
Use radio buttons when:
-
All options should be visible at once
-
The user must choose only one option
-
The number of options is small and fixed
-
When you want to create tasks in the application
Examples:
-
Gender: ○ Male ○ Female ○ Other
-
Payment Method: ○ Credit Card ○ UPI ○ Net Banking
-
Subscription Plan: ○ Monthly ○ Yearly
|
- Mandatory Field?
- Show on index page?
- CSV Options
|
| Drop Down (Single) |
Drop down (Single) field forces users to select the structured data from the available options. Data is pulled from the existing master data or existing tables.
Purpose: Use this field to link data from existing tables to a new table.
When to Use Drop-down Single?
-
To pull
- Branch
- Department
- Designation
- Employee
- User
- Document
- Process
- Standard
- Clauses
- schedules
- Or to pull data from Custom HTML Tables that you create
E.g If you are creating Custom Complaint Table, you first create a Customers table with Customer Name as “Default Field”. Then you create a Customer Details table and use Drop down and link it with the Customers table.
-
If you wish to load a document
-
You can also use this field to pull a linked document. E.g. Since every record is linked with a document, when you link one table with other using drop down field, system will ask you if you would like to load a Document when a value is selected from a linked drop down. It will also ask if you if you would like to open a document in view or edit mode and if original document should be loaded or a copy of the document. Depending upon the needs you can select these options.
-
If you chose to select the document in View then system will load the document below the drop down in view mode. You can use this option for a document referencing.
-
If you chose edit copy, then system will create a copy of the document in edit mode. User can then edit the document while creating a new record.This option can be used when creating a Form like Document Change Request, where you can keep the original document as it is, but create a copy of it and define new changes in a copy for further actions.
-
If you chose edit original, system will load the original document for editing. Any updates made to this document will be directly written back to the original document.
-
Assigning Tasks
When you want to assign any task to a user or employee, you can use the drop down (linked to user or employee) along with the radio button. Once the form is saved, you can then create tasks from the form’s view page. Note that to create tasks, radio button, date field user or employee field/s are required.
|
- Mandatory Field?
- Show on index page?
- Linked To
- Show Document: Yes/ No
- Load Copy: Yes/ No
- Mode: View/ Edit
- Ask For Signature? (If Employee)
|
| Drop down (multiple) |
Drop down (multiple) field force users to select the structured data from the available options. Data is pulled from the existing master data or existing tables as explained above in drop down single field section. Unlike single, you can not create tasks or actions using a multiple, however, you can choose the send emails to all the selected user/ employees if the drop down is linked to them.
When to Use
-
Use these field to capture data from masters or existing HTML forms.
Example
-
You can use drop down multiple to fetch employees who are invitees or attended a meeting in MRM form
|
- Mandatory Field?
- Show on index page?
- Linked To
|
| Date/ Date time |
These are self explanatory fields. Use these fields to capture date or a date time. You can define display format by editing date datetime variable in application’s core.php file.
When to Use
-
To capture date/ datetime fields where you would like to capture values in defined format
-
If you want to create a tasks and assign the task to someone with a target date
Example
-
When you create a customer complaint form, you will have fields like:
complaint date (date field) current status (radio field) assigned to (drop down single linked to employee)
Then you can create a tasks based on values of these 3 fields.
-
In any form which requires date/ time to be captured.
|
- Mandatory Field?
- Show on index page?
- Defined Default
|
| Number/ Decimal |
Purpose
-
Restricts input to numbers (no letters or symbols)
-
Improves data accuracy by preventing invalid entries
-
Supports constraints like minimum, maximum, and step values
-
Enables easy input on mobile (numeric keypad)
When to Use a Number Field
-
The value must be numeric
- Calculations
-
When you add one or more number field, you can also add basic calculations like addition, subtraction, multiplication etc. E.g. if there are 2 number fields (f1 f2) you can add 3 rd number field f3 and define f3’s values as f1+f2 or f1-f2 or f1*f2 or f1/f2 etc. In such cases, whenever values for f1 f2 are added or changed, system automatically updates the value of f3.
-
Master Child tables. You can also update the number field value of a master table’s number field based on the values of a child table’s number field. E.g. M1 is a number field in a Master table and Cn are the number fields in Child table, you can define M1’s value as sun, minus, multiplication, division etc of the C1,C2,C3...Cn values of child table.
Examples:
-
Purchase order/ Invoicing etc:
When you create a purchase order form, PO total can be a number (or decimal) field. Then you create a child table called PO Item, which has QTY, Price,Subtotal, Discount fields. You can then add a formula to calculate the Total in Purchase Order field based on the values entered in PO Item fields. Subtotal field will be total of QTY x Price – Discount ad then total of all the Subtotal field is the value of Total in Purchase Order
|
- Mandatory Field?
- Show on index page?
- Default Value
- Adding formula options
|
| File Upload |
You can use this field if you want users to attach files to the record. You can add this field in both Master and Child tables. You can also specify the type of allowed file types. Note that these uploaded files are not version controlled and any one with the access to the record can download these files. System do captures the download data like, who downloaded the file and time stamp.
Examples:
File upload can be used in several cases like
-
Defect photographs in customer complaints
-
Calibration Certificates in calibration forms
-
Checklists in Audit form
-
Device/ Equipment/ Machine photographs or scanned warranty cards, invoices/ receipts related to Device/ Equipment/ Machine etc.
|
- Mandatory Field?
- Show on index page?
- Allowed Extensions
|
| Break |
Add the Horizontal like in a forms. Works as a divider.
|
|
| Comments and Note |
Add static comment in a form.
|
|
| From Other Tables |
Purpose
Allowing user to edit or update a field which is not in a current form but is present in another form which is linked to the current form via Drop down single.
Example:
-
Document Change Request Form: When you create a new DCR form, you would have a field which is linked to a document table (e.g document_to_updated). Based on certain values in DCR form, you may want to update the value of “Document Status” in Documents table form. In such scenarios, you can use this field type. This will always load a Document’s Document Status field with its options and you can directly update Document Status field from DCR table.
-
Calibration: Suppose you would like to change the equipment status from based on a calibration’s result, you can use this field and change the status form the calibration form itself
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