Portal Forms: Introduction and Basic Field Settings

This article provides an introduction to Portal Forms’ Field Settings and covers basic Field settings.

Field Settings

Field Settings provide control over the appearance and behavior of each field within a form’s section. These settings include both general and conditional options, offering a flexible way to customize each field based on the form’s requirements.

To access the Field Settings for a specific field, click on the field. The field settings menu will appear on the right, showing the relevant settings for that field.

When working in the Form Builder, you'll encounter three main field types: Input Fields, Description Fields, and Calculation Fields. Every field type comes equipped with both General Settings and Conditional Settings. 

Types of Field Settings

• General Settings
  These apply to all fields of the same type.
  
  
• Conditional Settings
  These allow you to configure specific behaviors or visibility conditions based on other responses or expected values.

Input Field: General Settings

Keep reading to learn more about the general properties that apply consistently across all input fields. Click on General and see the functions available:

• Filevine Field Name
  The original name of the field as it appears in Filevine. While this cannot be edited, it provides context when setting up the field.

• Portal Field Name
  The custom name for the field, as displayed in Neodeluxe products. This allows you to personalize the field name for your form users:

1. Click on the Portal Field Name and enter the custom name.
2. Click Apply to save changes.

• Field Layout
  This option adjusts the width of the field, ranging from one to four columns. To adjust the size:

1. Select your preferred layout: 1, 2, 3, or 4 Column.
2. Click Apply to save changes.
The field layout will be automatically reflected in the form. 

• Field Instructions
  A short note or tip can be displayed next to the field to guide users. To add instructions:

1. Click on the Field Instruction box and enter your message.
2. Click Apply to save changes.

• Mandatory Field
  Mark a field as mandatory to ensure it is completed before submitting the form. Note that the user filling out the form can save their progress, but submission requires all mandatory fields to be filled.

1. Toggle the Mandatory Field option on.
2. Click Apply to save changes.
3. An asterisk (*) appears next to the mandatory field to signify that the requirement has been applied.

• View-Only Field
  Fields marked as "view-only" cannot be edited by users. These are intended for information display rather than user input.

1. Toggle the View Only Field option on.
2. Click Apply to save changes.
3. A View Only label will appear next to the field name, confirming that the changes have been saved successfully.

OR

• Advanced Layout: Field Position
  Adjust the field’s position manually within the section. This helps reorder fields without affecting the rest of the form. 

1. Delete the current field position.
2. Enter the new desired position number.
3. Click Apply to save changes.

4. The field will change position and subsequent fields will adjust accordingly.

• Advanced Layout: Add Field Button
  Quickly add a new field directly after an existing one without reordering the entire form: 

1. Click Add Field.
2. Follow the prompts to add a new field.