In this chapter you will find information how to add/remove/edit fields on forms.

Add/Remove Fields - Quick Form

On the fields section of your Quick form you can:

1. Add a field
2. Edit added field
3. Remove field
4. Change field order (select a field and click up/down arrow)

Add/Remove Fields - HTML Form

On the fields section of your Quick form you do similar things as on Quick Form as it have the same Field editor but, but also you may:

1. Add your field to HTML area
2. Add a lookup to HTML area
3. Reset HTML area to default

Note: All of your field in Fields section should be added to HTML Form. You will not be able to save form in case this will not be fulfilled.

Form Field Sources

When you add a new form field you can choose a source for it. All of form fields are connected (show or saves its data) to one of below options:

• Workflow Variable - a variable created in current workflow
• Current SharePoint List Item Field - a field of a current item
• SharePoint List - selected list that will be shown/edited as a filtered table

Note: You can use allow of above on each form, because form can be reusable/shared, however Current SharePoint List Item Field and SharePoint List will only work on Initial/Workflow/State forms and will not work on Action Launch Forms.

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Editing Fields (Workflow Variable/SharePoint List Item)

Each Form Field can be edited (configured). If you click on edit field icon you will see window similar to below (this relates to Workflow Variables fields and Current SharePoint List Item Fields).

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This window contains several sections:

• Variable name - only visible when field base on Workflow Variable, shows related variable name
• Field general properties - main field properties
  
  • Field title - title of field that will be shown on form, by default lookup to related variable name / column name in SharePoint
  • Field description - description of field that will be shown on form, by default lookup to related variable description / column description in SharePoint
  • Field type - allows to select field control type that will show field. Basing on this decision different properties will be available. See Field Control Types.
  • Display title and description - uncheck to hide title and description part when showing this field on form, so end user will see only input control.
• ​Field Validation Properties - allows to configure basic validation, more info in Field Control Types.
• Specific Field Properties - allows to configure custom field properties (like dropdown items for dropdown or default value), more info in Field Control Types.
• JavaScript - section that allows to configure names of JavaScript objects related to this field. See Custom JavaScript.
• Refresh Parameters - allows to select Form Fields that will be dynamically updated after current field is changed by user. See Form Fields Interactions.
• Display & Validation Conditions - a list of configurable statements that allows to dynamically show/hide/enable/disable/validate field. See Display & Validation Conditions

Editing Fields (SharePoint List)

If you click on edit field icon of SharePoint List Field you will see window similar to below. This field type allows to show a table filled with items data from other SharePoint list.

This window contains several sections:

• Field general properties - main field properties:
  
  • Field title - title of field that will be shown on form, by default lookup to related variable name / column name in SharePoint
  • Field description - description of field that will be shown on form, by default lookup to related variable description / column description in SharePoint
  • Field type - allows to select field control type that will show field. Basing on this decision different properties will be available. See Field Control Types.
  • Display title and description - uncheck to hide title and description part when showing this field on form, so end user will see only input control.
• Source - related list properties, that allows to define which items show in field:
  
  • List - a list, from which items data will be loaded,
  • Folder - optional, allows to select folder, from which items will be loaded,
  • Item filter - a condition that filter items to load.
• View Fields - allows to select a list of fields of above SharePoint list, that will be shown in a table. You can configure headers - if you would like them to be different that default fields titles (lookups can be used). Also read only option for each field can be selected, to lock editing of selected field on edit/new form.
• Editing Options - configures functionality of table for edit/new form - if user should be able to edit/add/delete items in table (which edit/adds/delete items in related list)
• Hidden Default Values - you can define defaults values for particular fields, that will be filled in added/editem items when forms is saved
• Display & Validation Conditions - a list of configurable statements that allows to dynamically show/hide/enable/disable/validate field. See Display & Validation Conditions