Configure the general properties of a field in a folder type

  1. Enter a Name for the field, which becomes the field ID.
    For name and display name conventions, see Name conventions.
  2. Enter a Display Name for the field.

    When you build forms that use a folder field, the display name appears in the generated form at design time and runtime.

  3. Enter an optional Description for the folder field.
  4. Select the Type of field such as Text, Boolean, Choice, Date, Number.

    When you select Choice, a combo box appears on the generated form. See Properties of a capture combo box for information about customizing combo boxes. Configure the data for a choice field similarly to configuring the data for a drop-down list. See Configure data for a drop-down list for more information.

    A table includes a list of column fields that can contain a text, boolean, date, number and choice type. A set of predefined column fields are available for use in a table, such as Position, Quantity, Description, UnitPrice, and so forth.

    Note The Table field type does not support verification settings.

  5. Enter a Default Value for the field.
  6. To allow values to be null, click Yes for Allow Null.
    Note When you use nullable type fields, at runtime the extraction is successful with the text box, date and drop-down fields appearing empty and the check box appearing filled.
  7. Apply either single field formatter (Date, Percentage, Amount or Business Rule) or multiple field formatter (Business Rule) to a field by consuming the formatter. See Field formatters for more information.
  8. To use multiple fields as an input to a formatter:
    1. Consume the Business Rule formatter in the Formatter box.
    2. Click Configure.
    3. In the Business Rule page, on the Consume list, click Fields.
    4. For each field, either consume a field formatter or provide a static value.
    5. Click OK.

      Note If a field, such as field1 has a dependant formatter mapped to it and relies on the inputs of another field, such as field2, you can still format field1 but the formatted value of field1 may not be passed to the formatter in field 2.

  9. Configure additional settings to display a field for verification. See Configure the verification settings for a folder type.
  10. Click Save.