Custom Form Fields
1. Overview
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This module enables administrators to create, manage, and reorder form fields.
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Provides flexibility in defining input types, validation requirements, and display order.
2. Navigation
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From the Action column in Custom Forms, click the Manage Field button.
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This opens the Field Management interface where you can add, edit, delete, and reorder fields.
3. Top Controls
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Reorder: Opens a dialog to rearrange the order of fields.
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Add New: Opens a dialog to create a new field.
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Delete Selected: Bulk delete option.
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Disabled until at least one form is selected via checkbox.
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4. Filter & Export
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On the right-hand side, there is a Filter box where you can input text to filter forms.
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The table can be exported to multiple formats for reporting and backups:
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CSV
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Excel
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Text
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5. Form Table
The table lists all configured fields with the following columns:
| Field | Description |
|---|---|
| Checkbox | Select multiple fields for bulk actions. When selected, it enables bulk actions like Delete Selected. |
| Field ID | System-generated identifier for each field. |
| Caption | Label displayed to users (e.g., “Name”). |
| Required | Toggle option (Yes/No) to mark field as mandatory. |
| Field Type | Defines input type: Text Box, Number, Email, Text Area, Combo Box, Radio Button, Toggle Button. |
| Order | Numeric order of display. |
| Action Column | Contains Edit and Delete buttons. |
6. Adding a New Field
When you click Add New, a dialog opens where you must fill in the following details:
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Field Caption – descriptive label (e.g., “Name”).
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Field Hint – optional helper text to guide the user (e.g., “Enter your full name”).
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Required Toggle – mark the field as mandatory or optional.
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Field Type – choose from available input types:
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Text Box
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Number
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Email
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Text Area
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Combo Box (dropdown)
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Radio Button
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Toggle Button
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Once all details are entered:
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Click Add New to save.
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The new field appears in the Form Table with its configured properties.
7. Reordering Fields
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Click Reorder.
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A dialog opens showing all fields.
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Drag and drop to arrange sequence (e.g., Name → Mobile Number → Email → Message).
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Save changes to update display order.
8. Actions
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Edit: Modify field properties.
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Delete: Permanently remove a field.
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Checkbox Selection: Enables multi-field operations.
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When selected, allows bulk actions like Delete Selected.
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9. Example Workflow
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Add fields:
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Name (Text Box, Required)
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Mobile Number (Number, Required)
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Email (Email, Required)
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Message (Text Area, Optional)
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Reorder fields to match logical input flow.
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Save configuration.
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End users see the form in the defined order with validation applied.
10. Troubleshooting
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Field not saving after Add New
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Ensure all required inputs (Field Caption, Field Name, Field Type) are filled.
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Check that the Required Toggle is properly set.
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Reorder changes not applied
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Confirm you clicked Save after rearranging fields.
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Refresh the page to verify the new order is reflected.
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Delete Selected disabled
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At least one checkbox must be selected in the Form Table.
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If still disabled, clear filters and re‑select the fields.
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Filter not working
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Verify the search term matches the field caption or ID.
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Remove extra spaces or special characters.
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Export errors (CSV/Excel/Text)
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Check if the table has at least one field configured.
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Retry export after refreshing the page.
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Ensure your browser allows downloads.
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Field Hint not displaying
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Confirm the hint text was entered during field creation.
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