The following are the types of Form Items that can be included on a Dynamic Form and the settings that can be specified to suit your form needs. These can be found when editing a form under the “Add Item” tab, as seen circled in green below and dragged and dropped in the designing area, as seen circled in yellow below:
After creating or modifying any Form Items, remember to click Save to ensure your modifications are applied. Modifications will be lost if you do not Save.
Short Answer – Used to capture information less than 250 characters. See Advanced Settings below for further details on configuration options.
Long Answer – Used to capture information up to 10,000 characters.
Date Picker – Pop-up calendar control that makes it easy to select a date value.
(Drop Down) Choice List – Provides a drop-down list of response options to select from.
Check Box – Provides a response value to check off.
File Upload – Provides the ability to upload a file.
Radio Buttons – Provides response options to select from.
Signature Widget – Provides the ability to request a Signature or Initials anywhere within the form, which has an option for an automatically prefilled date timestamp at the time of signing.
Existing Item - Basically Dynamic Forms version of copy and paste. Used to copy any type of Form Item that has already been configured from any form within the same Organization and paste to your form in the area you designate. (so you don’t have to manually recreate and configure again)
Configuration settings for each form item can be accessed by clicking the form item, which will bring you to the “Edit Item” tab, as seen circled in green below:
Required - Form Items can be marked as *Required if the applicant must give a response before submitting the form. Marking a form item as required will display a red asterisk * next to that form item to alert participants that its a required field.
Hide Label – If only a response is necessary, and no label should be displayed on the form, hide label does just that and does not display a form item’s label on the form.
Width – The width of each response area/box can be configured.
Each form item’s advanced settings can be accessed by clicking on the form item which brings you to the Edit Item Tab, then clicking Advanced, as seen circled in green below:
Fields Type – Used to identify a specific formatted response/answer to be entered by form participant(s). Below are the options:
Mask input? - Will not display what the participant is inputting into the field but will display the data entered when Admin view the form submission.
Minimum Length – Used to require at least a minimum response to be entered by participant.
Maximum Length – Used to identify the maximum response to be entered by participant.
Calculated Field – Used to do calculations within a form based on data entered by participant.
Label Position – Used to identify the location of the Label in relation to the Response box; ie. Left, Right, Top, Bottom.
Applying rules and conditions to your form allows it to become interactive, as it can ‘show’ or ‘hide’ form items based on certain conditions or responses given by the participant.
To learn more about configuring rules, go to Designer Resources > Form Items > Rules
Table – All form items must be within a Table to control layout and automatically control spacing between form items, no matter what size screen the participant is viewing the form on.
Text & HTML – Ability to display formatted text that does not require a response. Click the “</>” box to the right of Text box to format your text, which will open a Widget Window for further configuration.
Image – Ability to display an image.
Source – Allows you to access and modify the HTML behind the text. You must remember to unclick Source after making any HTML modifications in order for the changes to be applied.
Preview - We do not suggest using this button. Displayed the formatted text in a new browser window.
Print – We do not suggest using this button. Prints the Designer view of the form, including all designer menus, features and layout. To print the actual form as displayed to a participant, use the ‘Preview in Browser’ or ‘Preview as PDF’ features found on the left side under Pages.
Cut – Cuts selected text. We suggest using other methods for cutting.
Copy – Copies selected text. We suggest using other methods for copying.
Paste – Pastes text. We suggest using other methods for pasting.
Paste as plain text – Pastes text, stripping it of any formatting. We suggest using other methods for pasting.
Paste from Word – Pastes text from a Word document. We suggest using other methods for pasting.
Undo – Undoes most recent changes in the text editor. We suggest using other methods for undoing.
Redo – Redoes previously undone changes in the text editor. We suggest using other methods for redoing.
Find – Searches for specific terms or phrases in the text editor.
Replace – Finds specific terms or phrases and changes all of them at once.
Select All – Selects everything in the text editor.
Link – Adds hyperlinks to text.
Unlink – Removes links from text. Remember to remove the underline from text.
Image – Inserts an image by referencing a URL. We suggest adding an image by using the ‘Add Item > Image’ feature, opposed to adding an image by referencing the URL. Please contact DynamicForms.ITS@yale.edu if you need instructions on how to add an image by referencing a URL.
Table – Inserts a table with the ability to configure the table settings such as borders, width, height, headers, spacing, padding, alignment, etc.
Insert Horizontal Line – Inserts a horizontal line that goes the width of that form item.
Insert/Remove Numbered List – Formats as a numbered list or removes the numbered list.
Insert/Remove Bulleted List – Formats text as a bulleted list or removes the bulleted list.
Bold – Bolds text.
Italic – Italicizes text.
Underline – Underlines text.
Subscript – Formats text as a subscript (displays the text below the line).
Superscript – Formats text as a superscript (displays the text above the line).
Text Color – Changes the color of the text.
Background Color – Changes the background color of the text.
Decrease Indent – Decreases indentation.
Increase Indent – Increases indentation.
Align Left – Aligns text left within the form item width.
Center – Centers text within the form item width.
Align Right – Aligns text right within the form item width.
Justify – Justifies text within the form item width.
Formatting Styles – Allows users to choose from a variety of text styles and formats.
Paragraph Format – Allows users to create and format several levels of headings.
Font Name – Changes the font of the text.
Font Size – Changes the size of the text.
After creating or modifying any Form Items, remember to click Save to ensure your modifications are applied. Modifications will be lost if you do not Save.
Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu