Form Field Elements (Form Builder)
This Knowledge Base article helps to explain the various form elements from Form Builder and what they mean.
If you do not have our Forms module switched on but you are interested in learning more, please contact support@engagesolutions.co.nz for more information.
If you would like some examples of the types of Forms that you could build in Engage, please click here.
The Buttons on the Form Fields and their meanings
To add in new elements to your forms, you can either Click on the menu option to put it automatically to the bottom of your form template, or you can drag-and-drop to put the field anywhere you would like it your form.
To make amendments to your field, you can hover over it to show the following buttons:
Clicking on the X icon will remove the field completely from your form.
Clicking on the Pencil icon will allow you to Edit your field, giving you the various options that are mentioned below.
Clicking on the Two Squares icon will allow you to copy your field. This will put the field at the bottom of your field, but will carry over any pre-set details as per your copied field, which will save you plenty of time if you have a form with similar questions throughout.
Clicking on the Up Arrow will move the field up one position on the form.
Clicking on the Down Arrow will move the field down one position on the form.
What each Form Field Means when Editing them
Checkbox Group is great to use in instances where you need to select multiple options in one question. For example, marking off items within a first aid kit.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> 'Label' is the title of the question that will appear when completing the form.
> ‘Inline’ refers to whether the answers will appear horizontally, rather than vertically. For questions with lots of answers, I would suggest having this unchecked so that the answers appear in a list, but with questions with a small number of answers this can help to condense the form.
> 'Options' are the items that will show on your checklist. You are welcome to add as many options as you need, and you can click the red X next to the option if you would like to delete one of them.
Date Field is used to select a date. This could be in reference of when a particular job is completed.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> 'Label' is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to
show in the field in greyed out text. This could read something along the lines
of ‘Please Complete Question’, or it could be left blank.
File Upload refers to the ability to include images into the form.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> 'Label' is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text. This could read something along the lines of ‘Please Complete Question’, or it could be left blank.
Header allows you to put a header title within your form. This could be used to separate sections as an example.
> 'Label' is the title of the question that will appear when completing the form.
> 'Type' references the size of the header, with H1 being the largest and H4 being the smallest:
Paragraph allows you to enter a block of text to be read within a form. This could be used to enter static information to explain something in depth.
> ‘Content’ refers to the text that will show on the form.
> ‘Type’ is the formatting of the paragraph and includes p or blockquote:
Radio Group includes a selection choice using a radio button. This is a good option if you want to display all of the answer options, but only have 1 answer selected.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> 'Label' is the title of the question that will appear when completing the form.
> ‘Inline’ refers to whether the answers will appear horizontally, rather than vertically. For questions with lots of answers, I would suggest having this unchecked so that the answers appear in a list, but with questions with a small number of answers this can help to condense the form.
> 'Options' refers to the question answers. You are able to use the X button to remove answers, or use the 'Add Option +' button to increase the number of answers.
Select is a drop-down selection of answers. This works in a similar vein to Radio Group, but shows answers in a drop-down selection rather than a list. This is a good option if you want to condense your form.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text. This could read something along the lines of ‘Please Complete Question’, or it could be left blank.
> 'Options' refers to the question answers. You are able to use the X button to remove answers, or use the 'Add Option +' button to increase the number of answers.
Text Field allows the employee to enter free text into the form in response to a question.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text. This could read something along the lines of ‘Please Complete Question’, or it could be left blank.
> ‘Type’ refers to what type of text field is to be entered. Currently the only option available is Text Field.
> ‘Max Length’ is the maximum number of characters that are available when completing the form. Note that this is not a mandatory field but can be useful when required to limit answers.
Text Area is an expansion on Text Field and is a great option for longer answers.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text. This could read something along the lines of ‘Please Complete Question’, or it could be left blank.
> ‘Type’ refers to what type of text field is to be entered. Currently the only option available is Text Field.
> ‘Max Length’ is the maximum number of characters that are available when completing the form. Note that this is not a mandatory field but can be useful when required to limit answers.
> 'Rows' refer to the number of Rows that show when displaying the paragraph. The higher the number of Rows, the larger the text area will be.
Branch Selector allows the employee completing the form to select a branch from a drop-down of existing branches set up in Engage. This is great for employees who tend to work at varying sites when completing forms.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text.
Signature is a field that allows employees to sign the form they are completing electronically. Please note, the signature box does not appear when building the form, but will appear in the live version of the published form.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> 'Label' is the title of the question that will appear when completing the form.
Asset Selector allows the employee completing the form to select an asset from the drop-down list.
> ‘Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text.
> 'Asset Type' is a list of the main attributes set up in Assets / Asset Attributes, and shows all assets in that selected category. If you require assets from various attributes, you will need to add in more asset selector fields.
> 'Allow Meter Reading' enables an option when completing the form to enter a numerical meter reading against the selected asset. Please note, the meter reading will need to be set up in the Assets section prior to completing the form to be able to get this to show. To learn more about Assets, please click here.
Employee Selector allows the ability to select one or more employees from a list. This field can be used for things such as attendees to a particular meeting.
> 'Required’ is whether the form element is mandatory on completion or not. These will be marked with a red asterisk if selected. If this is not ticked, a form will be able to be submitted without the question being answered (optional).
> ‘Label’ is the title of the question that will appear when completing the form.
> ‘Placeholder’ refers to what you want to show in the field in greyed out text.
> 'Employee Branch' allows you to narrow the search to any employees that are attached to a specific Branch that is set up in Engage.
> 'Allow Multiple Employees' allows the person filling out the form to select more than 1 employee if required.
If you have any further queries about Engage or the Form Builder, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.
