When building forms in Formstack, did you know every field can be customized within the builder? Whether you would like to set a default value or make a field required, under field settings you can easily achieve this. In this article, we will review the following:
- Changing a field label
- Default Value and Placeholder text
- Hiding a field
- Updating/Upserting Existing Records based on a field
- Read-only fields
- Refreshing a field
- Lookup Field Options
- Picklist Field Options
- Multi-Select Picklist Options
Finding Field Settings
To find the field settings for any field, simply hover over the field. Towards the right, you will see a chevron appear. Click on the chevron and below options will appear for you to modify.
Editing the Field Label
Simple type the value of what you would like the Label to display.
You can also add description Placeholder text to guide your end users on what they should enter.
This will hide a field on the form. If you want a value entered without end users seeing it, you can use a Rule or Default Value to set a value.
This will prevent users from entering a value in this field. Keep in mind, read-only may also prevent any data from being submitted to Salesforce for any field set as read-only.
In Classic (non-NativeCloud) versions of the app, if a field is set to read-only and has a default value set, the default value is submitted to Salesforce. If a field is set to read-only and is using rules to populate the field with a value, the value displays to the end-user, but it does not send that value to Salesforce.
In NativeCloud verions of the app, the default value is NOT submitted to Salesforce when a field is set as read-only. If a field is set to read-only and is using rules to populate the field with a value, the value displays to the end-user, but it does not send that value to Salesforce.
Note: If you want this field to get updated via Prefill or a Rule, you'll need to uncheck this field. We recommend making the field hidden if this is the case.
Update Existing Values
Check this box if you want to update an existing record that matches the value provided in this field. If a matching record is found, the record will get updated with the submitted information.
This will require all end users to enter a value in this field and will display an error message if they do not enter a value.
You can customize the Required field message by entering text here.
Advanced Options (Refreshing a Field)
Click the chevron to see this option. Use this button to refresh this field with the latest configuration from Salesforce. if you made changes to your field such as changing the field type or adding a new value, use this button to have these changes reflected on your form.
Lookup Field Options
While all of the above settings exist for Lookup fields, there are a couple of options unique to Lookup fields to review.
Hidden and Read-Only
By default, when you add a Lookup field to your form, it will be hidden and read-only. Usually one can remove these options so end users can directly choose a value on the form. You will see the warning below, just reminding you to be okay with end users seeing a List View to select records from.
Choosing the List View
To allow your End Users to select Records for the Lookup FIeld, you must select a List View for the users to choose from. To create a List View, you can review this Salesforce Help Article.
Note: Salesforce imposes a limit of 2000 records per List View. Unfortunately, we are unable to modify this limit. Consider creating multiple Lookup Fields and creating multiple List Views.
Field Settings for Picklists Fields
While all of the above settings exist for Picklists, there are a couple of options unique to Picklists to review.
With Picklist fields, you can choose the following display options.
Hiding Picklist Values
You can also choose to hide specific values form your form without having to remove them in Salesforce. Click the check mark next to any value you'd like to hide.
Adding Custom Values
You also have the option to add Custom Values specific to your form, without having to create new values in Salesforce. If your picklist is restricted you will not be able to add custom values. You will need to make the picklist non-restricted in the object manager.
Field Settings for Multi-select Picklists
Multi-select picklists also offer the same changes you can make as a Picklist with a few slight differences. One main difference is that you can choose to display your Multi-Select picklists as checkbox your users can select.