Form Field Types
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 Type | Description |
---|---|
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. |
Checkbox | Adds 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. |
Currency | Allows users to enter negative or positive numbers with thousands and decimal separators, or a leading zero. |
Date | Allows users to enter a date either via text or using a date picker. |
Date/Time | Allows users to enter a date and time, via text or using a date/time picker. |
Decimal | Allows users to enter negative or positive numbers with decimal separators or a leading zero. |
Users must enter an email address with valid formatting. | |
Instructional Text | Allows a label and text to be placed anywhere on the form. |
Multipicklist | Allows 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. |
Number | Users can type in whole numbers or fractions, or click the arrow to advance the value by whole numbers. |
Percent | Users must enter a value between 0 and 100. |
Phone | Allows users to enter numbers, symbols, and spaces to accommodate international phone number formats. |
Picklist | Allows 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. |
Reference | Displays a single line of text with a maximum of 255 characters. Users cannot enter hard returns. |
Section Header | Allows an internal heading to be placed anywhere in the form. |
Text | Displays a single line of text with a maximum of 255 characters. Users cannot enter hard returns. |
Text Area | Displays as a text field with a maximum of 255 characters. Users cannot enter hard returns. |
Text Area Long | Displays as a scrollable text field with a maximum of 131,072 characters. Users can enter hard returns and line spaces. |
URL | Users must enter a URL with valid formatting. |
Form Mappings
Use the following form mappings when data binding SObjects to form fields.
SObject Field Type | Form 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 |
Date | Date |
DateTime | Date/Time |
Currency | Currency |
Integer | Number |
Double | Decimal |
Percent | Percent |
Boolean | Checkbox |