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Fields & Logic
📝 Task Field Types
Forms support lots of different field types for collecting info:
✏️ Text Fields
| Type | Description |
|---|---|
| Short Text | A single line for a quick answer |
| Long Text | A bigger box for longer answers |
| Rich Text | Fancy text with bold, italics, etc. |
🔢 Number Fields
| Type | Description |
|---|---|
| Number | Any number |
| Currency | Money amounts (with dollar signs, etc.) |
| Percentage | A percentage value |
📅 Date & Time
| Type | Description |
|---|---|
| Date | Pick a date |
| Date & Time | Pick a date and time |
| Time | Pick a time only |
| Date Range | Pick a start and end date |
☑️ Selection Fields
| Type | Description |
|---|---|
| Dropdown | Pick one option from a list |
| Radio Buttons | Pick one option (all options visible) |
| Checkboxes | Pick one or more options |
| Yes/No | Simple yes or no toggle |
📎 File Fields
| Type | Description |
|---|---|
| File Upload | Upload one file |
| Multiple Files | Upload more than one file |
| Image Upload | Upload an image specifically |
| Document Upload | Upload a document specifically |
✒️ Signature Fields
| Type | Description |
|---|---|
| Signature | Sign your name electronically |
| Initials | Write your initials |
📇 Contact Fields
| Type | Description |
|---|---|
| Phone | A phone number (checks if it's valid) |
| An email address (checks if it's valid) | |
| Address | A full mailing address |
🧠 Conditional Logic
Make your forms smarter! You can show or hide tasks based on what someone already answered.
🔄 How Conditional Logic Works
Conditions can:
- Show a task when a condition is met
- Hide a task when a condition is met
- Require a task when a condition is met
📋 Condition Types
| Condition | Description |
|---|---|
| Equals | The answer matches exactly |
| Not Equals | The answer doesn't match |
| Contains | The answer has certain text in it |
| Is Empty | Nothing was entered |
| Is Not Empty | Something was entered |
| Greater Than | The number is bigger than a value |
| Less Than | The number is smaller than a value |
| Is True | A checkbox or yes/no is checked |
| Is False | A checkbox or yes/no is not checked |
🛠️ Setting Up Conditions
- Click on a task in the form editor
- Click Add Condition
- Pick which task triggers the condition
- Choose the condition type
- Set the value it should match
- Save the condition
💡 Example Conditions
Show follow-up questions:
- If "Were you hospitalized?" = Yes
- Show "Hospital name" and "Upload hospital records"
Skip sections that don't apply:
- If "Employment Status" = Unemployed
- Hide "Employer Information" section
Require proof:
- If "Have medical bills?" = Yes
- Require "Upload medical bills" task
Pro Tip
Conditional logic keeps forms short and focused. Clients only see questions that matter to their situation! 🎯
🔀 Multiple Conditions
You can combine conditions:
| Logic | Description |
|---|---|
| AND | ALL conditions must be true |
| OR | ANY one condition can be true |
⚙️ Task Settings
Set up each task in the form:
📋 General Settings
| Setting | Description |
|---|---|
| Name | The task title the client sees |
| Description | Instructions telling the client what to do |
| Required | The client must complete this task |
| Order | Where it appears in the section |
✅ Validation Settings
| Setting | Description |
|---|---|
| Min Length | Shortest allowed text |
| Max Length | Longest allowed text |
| Min Value | Smallest allowed number |
| Max Value | Largest allowed number |
| Pattern | A special format the answer must match |
| File Types | Which file types are allowed |
| Max File Size | The biggest file you can upload |
🎨 Display Settings
| Setting | Description |
|---|---|
| Placeholder | Example text shown in an empty field |
| Default Value | A value that's already filled in |
| Help Text | Extra tips for the client |
| Read Only | The client can see it but can't change it |