Text fields in a form provide space for a user to enter text-based inputs like names, addresses, and suggestions.

The Text field component is used for entries with shorter lengths, like names, and the Text area component is used for entries with longer lengths, like addresses.

To view examples of text fields, from sample forms, visit the Medical history form. The Client name, Street, State, City, and Zip fields are text fields.

To view examples of text areas, from sample forms, visit the Medical history form. Under Medical History, the field labeled as If yes, for what is a text area.

  1. To add a text field, from the Tools list, drag and drop the Text field component onto the form.

    To add a text area, from the Tools list, drag and drop the Text area component onto the form.

  2. To customize the component, place the mouse pointer on the component and click Edit.

  3. Customize the required details like the Label field, and Preview the changes.

    If you want to customize other settings, refer to the table below.

  4. Click Save.

Action

Perform these steps

Display text to guide the user

For example, you have a text field in your form for first name or last name only. You can display a text here saying "Enter your first name" or "Enter your last name".

Under the Basic tab, enter the guidance text in the Placeholder field

A guidance text includes any of the following: expected field entry,

  • Expected action in the field

  • Example or instructions to an entry

Auto-fill the form based on data from macros

Under the Basic tab, from the Macros list, select the macro to fill the field.

Ensure that the guest cannot change the contents of the field

For example, text fields for the therapist's name or ID number can be made read-only on the guest's end.

Under the Basic tab, select the Make field read-only for guest (on CMA, Kiosk, Webstore, ZMA guest mode) check box.

To not display the field to the guests on CMA, Kiosk, Webstore, ZMA guest mode

For example, fields reserved for office use can be hidden from the guest.

Under the Basic tab, select the Hide field from guest (on CMA, Kiosk, Webstore, ZMA guest mode) check box.

Enable automatic expansion of the field for entries with many lines of text

Under the Basic tab, select the Auto expand check box.

Make sure that the user cannot change the contents of the field

In this context, a user is not just the guest but anyone who fills the form.

For example, calculated fields that are designed to display a value based on the values of other fields can be disabled making the field non-editable.

Under the Basic tab, select the Disabled check box.

To set the length for the entries of this field

For example, you may want to limit the number of characters entered in the field. You can do so by setting the minimum and the maximum number of characters.

Under the Validation tab, in the Minimum length box, specify the minimum number of characters to allow in the text field, and in the Maximum length box, specify the maximum number of characters to allow in the text field.

To display an error if the set validation is not followed

For example, validation can be a field being mandatory or the number of characters allowed in the field. When a user does not make an entry on a required field or does not follow the character limit, an error message can be displayed asking the user to fill the field following the rules.

Under the Validation tab, enter a message in the Custom error message field

Make the field mandatory

Under the Validation tab, select the Required check box.

Note: You can make a field appear or disappear on the form, based on the value of another field.

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