Custom Form Fields

1. Overview

  • This module enables administrators to create, manage, and reorder form fields.

  • Provides flexibility in defining input types, validation requirements, and display order.

 

2. Navigation

  • From the Action column in Custom Forms, click the Manage Field button.

  • This opens the Field Management interface where you can add, edit, delete, and reorder fields.

 

3. Top Controls

  • Reorder: Opens a dialog to rearrange the order of fields.

  • Add New: Opens a dialog to create a new field.

  • Delete Selected: Bulk delete option.

    • Disabled until at least one form is selected via checkbox.

 

4. Filter & Export

  • On the right-hand side, there is a Filter box where you can input text to filter forms.

  • The table can be exported to multiple formats for reporting and backups:

    • CSV

    • Excel

    • Text

 

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:

  • Field Caption – descriptive label (e.g., “Name”).

  • Field Hint – optional helper text to guide the user (e.g., “Enter your full name”).

  • Required Toggle – mark the field as mandatory or optional.

  • Field Type – choose from available input types:

    • Text Box

    • Number

    • Email

    • Text Area

    • Combo Box (dropdown)

    • Radio Button

    • Toggle Button

Once all details are entered:

  1. Click Add New to save.

  2. The new field appears in the Form Table with its configured properties.

 

7. Reordering Fields

  • Click Reorder.

  • A dialog opens showing all fields.

  • Drag and drop to arrange sequence (e.g., Name → Mobile Number → Email → Message).

  • Save changes to update display order.

 

8. Actions

  • Edit: Modify field properties.

  • Delete: Permanently remove a field.

  • Checkbox Selection: Enables multi-field operations.

    • When selected, allows bulk actions like Delete Selected.

 

9. Example Workflow

  1. Add fields:

    • Name (Text Box, Required)

    • Mobile Number (Number, Required)

    • Email (Email, Required)

    • Message (Text Area, Optional)

  2. Reorder fields to match logical input flow.

  3. Save configuration.

  4. End users see the form in the defined order with validation applied.

 

10. Troubleshooting

  • Field not saving after Add New

    • Ensure all required inputs (Field Caption, Field Name, Field Type) are filled.

    • Check that the Required Toggle is properly set.

  • Reorder changes not applied

    • Confirm you clicked Save after rearranging fields.

    • Refresh the page to verify the new order is reflected.

  • Delete Selected disabled

    • At least one checkbox must be selected in the Form Table.

    • If still disabled, clear filters and re‑select the fields.

  • Filter not working

    • Verify the search term matches the field caption or ID.

    • Remove extra spaces or special characters.

  • Export errors (CSV/Excel/Text)

    • Check if the table has at least one field configured.

    • Retry export after refreshing the page.

    • Ensure your browser allows downloads.

  • Field Hint not displaying

    • Confirm the hint text was entered during field creation.