Introduction

The Form Builder allows staff users to select from several different field types. Field types differ in presentation, allowable characters, and validation rules. Use the table below to help determine the best field type for the data being collected. When mapping fields to a Database Object, the field types must match — for Example, a Phone field in the form can only map to a Phone field on the object.

Field Type and Description

Field TypeDescription
Attachment (Unlimited Size)

Allows attachment of any size. When this field type is used, attachments are uploaded to an Amazon S3 File Store and accessible via a unique URL. If a mapped object is used, the URL is viewable in the mapped field. If unmapped, the URL is viewable in the form responses.

CheckboxAdds a checkbox to the form. When “Is Required” is selected, the user must check the box to proceed with the form submission—for example, to agree to contracts or terms of service.
CurrencyAllows users to enter negative or positive numbers with thousands and decimal separators, or a leading zero.
DateAllows users to enter a date either via text or using a date picker.
Date/TimeAllows users to enter a date and time, via text or using a date/time picker.
DecimalAllows users to enter negative or positive numbers with decimal separators or a leading zero.
EmailUsers must enter an email address with valid formatting.
Instructional TextAllows a label and text to be placed anywhere on the form.
MultipicklistAllows users to select one or more values from a list. If linked to a mapped object, picklist values are automatically populated from the mapped object. If not mapped, values should be entered in the Picklist Values field, separated by a hard return.
NumberUsers can type in whole numbers or fractions, or click the arrow to advance the value by whole numbers.
PercentUsers must enter a value between 0 and 100.
PhoneAllows users to enter numbers, symbols, and spaces to accommodate international phone number formats.
PicklistAllows users to select a single value from a list. If linked to a mapped object, picklist values are automatically populated from the mapped field. If not mapped, values should be entered in the Picklist Values field, separated by a hard return.
ReferenceDisplays a single line of text with a maximum of 255 characters. Users cannot enter hard returns.
Section HeaderAllows an internal heading to be placed anywhere in the form.
TextDisplays a single line of text with a maximum of 255 characters. Users cannot enter hard returns.
Text AreaDisplays as a text field with a maximum of 255 characters. Users cannot enter hard returns.
Text Area LongDisplays as a scrollable text field with a maximum of 131,072 characters. Users can enter hard returns and line spaces.
URLUsers must enter a URL with valid formatting.


Form Mappings

Use the following form mappings when data binding SObjects to form fields.

SObject Field TypeForm Field Mapping

Picklist

Picklist

Multipicklist

Multipicklist

Base64

Attachment

String

Attachment Unlimited Size

Reference

Reference

String

Text

TextArea

Text Area

TextArea

Text Area Long

URL

URL

Phone

Phone

Email

Email

Date

Date

DateTime

Date/Time

Currency

Currency

Integer

Number

Double

Decimal

Percent

Percent

Boolean

Checkbox