Custom Forms Field Guide (Reference)

Introduction

Different field types have different settings. Below is a list of the most common settings.

Field Guide

Setting Description Helpful Hint
Display Label This is the text that will display over the input field. Newly added fields will display with a "Placeholder Label"  
Display Description This is the text that will display in the owner forms under the Display Label. This can contain helpful tips for the user completing the field. This is preferable to squeezing the entire description into the field label.
Field Name

This is the name the system will use to identify the field. Ex: first_name

 You generally do not want to edit it and cannot edit it for System Fields. If customized, the name can only be made up of letters and underscores.
Hide on Customer Registration Form? This field indicates that any new customers registering with the business will not see this field. If settings allow, this field will be visible if` an existing customer later edits the form.
Who is Required to Complete This Field?

Customers and/or Employees must enter data into this field when creating or editing their profiles.

 If a field is missed while saving, an error will display directing the customer or user to fill out the applicable field.
For Which Reservation Types is This Field Required? When enabled, the system will consider a field required when completing a form specific to a reservation type. This can only be required on the customer portal, the business side will not give a notification if this field is required for a specific reservation type.
Who Can See/Edit This Field? This field can only be viewed and used by your business, customers or everyone. If Employees is selected, it can only be viewed and used by your business. It is not visible to customers. If Customers is selected, only customers can use and edit this field, but the data that is entered will be visible to your business wherever you choose to display it in your app. If left blank, both Employees and Customers will be able to see/edit this field.   
Which Reservation Type(s) Is This Field Used For? When enabled, the system will only display fields when completing a form specific to a reservation type. This setting is best utilized for the Reservation Form.
Tags These control where the data for this field is displayed.  If it is a System Field, the data will be displayed in pre-determined places in the app in addition to wherever you select.
Default Value This will input a default value in the specified setting. This will be present in the form unless it is overwritten.

 

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