What is the difference between the fields in SuperOffice Forms?
In the Field section in SuperOffice Forms after clicking to add a new field Add element dialog opens where you can choose between SuperOffice (1), Form (2), and View (3) elements. These sections contain different types of fields that you can use in your forms.
SuperOffice elements
SuperOffice elements are standard fields in SuperOffice CRM. The information submitted via these fields updates the corresponding fields in your SuperOffice CRM.
Some of the elements correspond to the key fields in the SuperOffice contact screen:
Note! A new contact can be created via a form submission, even if some of the mandatory fields on a contact card are not filled in.
Some elements correspond to the key fields in SuperOffice Service request screen.
Form elements
Form elements are generic fields that can be used in your form. Here are some useful tips on how these fields work.
- The Text field allows you to collect short replies. If the input is longer it is recommended to use the Text area field.
- Results of the Radio buttons and the Check boxes are visually summarized in a form’s Reports section.
- The Hidden field – allows you to set a default value for the field (1), that is not visible for respondents. For example, this field can let you know where the form was filled.
If the form in the Actions (1) section has option Notify of submission by creating requests (2) selected, the automatically created request will have the line (3) with the default value that is set in the field.
- The Upload file field allows you to predefined the restrictions of the upload files.
- Allow multiple files: Select this option to allow multiple files to be uploaded.
- Maximum file size (kb): Enter a file size in kilobytes to prevent large file from being uploaded. Leave this field empty to allow all file sizes.
- Allowed file types: Enter the file types that can be uploaded. Use the format jpg,gif,png,bmp (comma-separated, no space). Leave this field empty to allow all file types.
- The Rating field allows you to use different rating scales. Currently, you can choose from stars, dice, thumbs, smiley, and NPS.
- Google reCAPTCHA only one this type of field can be included in the form.
View elements
View elements allow to include image or text to visualize your form.
More information:
FAQ: How do I create a web form that contains pre-populated fields?
Forum: Form-fields with CRMScript