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Field Settings Guide

All field settings for the miniExtensions Form explained in one place!

Updated over 2 weeks ago

This guide is meant as a comprehensive resource about everything related to field settings in the miniExtensions Form. The first section covers settings that are shared by a range of Airtable field types. All other sections cover settings specific to each field type.

If there is a specific field type that you are interested in, you can use the table of contents on the right side of the screen on desktop or the top of the page on mobile to navigate this article!

Common Settings

The features in this section are available for all field types, except where explicitly stated.

Read only

Read only fields are completely locked and cannot be edited. Users are only able to view any existing values in the field, but not add, edit or delete data. For example, you could allow users to view attachments, but not upload new files or delete existing ones.

Read only fields cannot be required, and required fields cannot be set to read only. Read only fields can still be prefilled with the form URL, if the corresponding setting is enabled.

In almost all cases, setting a field to read only on your form is self-explanatory. It's a straightforward feature. However, linked records fields are special. We explain it in this article.

The read only feature is available for all field types, except for the following, which are always read only due to the fact that they are automatically populated:

  • Formula

  • Rollup

  • Lookup

  • Count

  • Created Time

  • Last modified Time

  • Created by

  • Last modified by

  • Autonumber

  • Button

Required

Required fields have to be populated before a form can be submitted. Read only fields cannot be required, and required fields cannot be set to read only.

If the field is conditionally hidden, the requirement rule will be ignored. The field has to be visible on the form for the rule to be enforced.

The required feature is available for all field types, except for the following, which are never required due to the fact that they are automatically populated:

  • Formula

  • Rollup

  • Lookup

  • Count

  • Created Time

  • Last modified Time

  • Created by

  • Last modified by

  • Autonumber

  • Button

Allow URL Prefills

This setting is only available when a field is set to read only.

By enabling this setting, read only fields can be prefilled using the form URL. This can be useful in a variety of use cases. For a description of the prefill functionality in general, please have a look at our Form Settings Guide!

This feature is available for all field types, except for the following, which cannot be prefilled since they are automatically populated:

  • Formula

  • Rollup

  • Lookup

  • Count

  • Created Time

  • Last modified Time

  • Created by

  • Last modified by

  • Autonumber

  • Button

Standard Options

Title

Using this option, you can override the Airtable field title in your miniExtensions Form. When this is left blank, the field title displayed will simply be the field title in Airtable.

This only changes how the field title is displayed in your miniExtensions Form. It does not change the field title in Airtable!

Description

Add a description to a field using this option! By default, the description will appear below the field title but you can change this using the description style option below. The description allows for plenty of formatting options and can be used to give instructions to your users for example, or to simply add some context.

Description Style

The description style setting changes where the field description and image are displayed. The three choices are shown in the screenshots below:

Top (default style). The description is displayed above the field itself:


Bottom. The description is displayed below the field:


Tooltip. This only displays an "i" icon next to the title that reveals the description when the user hovers over it:

Image

With this option you can add an image to the top of your field description. The description style setting will determine where this is displayed in relation to the field itself.

Show this field on the side of the previous field

This setting will display the current field to the right of the previous one. You can have several fields displayed in one row, but it is recommended to keep this below three or four, as there will otherwise likely not be enough horizontal space to display each field properly. When this feature is enabled, you will be able to also enable it on mobile. This setting defaults to off, since space is generally limited in this case.

If the previous field is hidden using conditional filters, the current field will instead be shown next to the one prior to that.

Default Value

You can use this option to set a default value for your field. This can come in very handy when the value of a certain field is usually set to the same, but occasionally needs to be adjusted.

This option is only available if the field is editable, i.e. not set to read only.

This feature is available for all field types, except for the following:

  • Attachment

  • Linked Record

  • Formula

  • Rollup

  • Lookup

  • Count

  • Created Time

  • Last modified Time

  • Created by

  • Last modified by

  • Autonumber

  • Button

Hide field if empty

This option hides the field from the form. This can be useful if you want to prefill the field using a URL for example, but don't want the user to be able to change the value directly.

If the form you are working on is a child form of a miniExtensions Portal, this will not hide that field from the portal's grid!

Section Header

Section headers can be used to break up your form and organize your fields into different sections. This helps making large, complex forms more manageable for your users. When you enable multi-page form for section headers in your Save & Continue form settings, you can also put each section on its own page to make the form look even cleaner! Sections begin with a field that has a Section Header Title, and end either with the last field in the form, or when another field has a Section Header Title.

Section Header Title

The title of your section (Section in the screenshot above).

Section Header Description

A description of this section of the form. (Section description in the screenshot above).

This option is hidden when Section Header Title is empty.

Sections Mode

This "setting" is now purely for information purposes. It merely mirrors the multi-page form for section headers setting in your Save & Continue form settings. We have kept this setting visible, but non-functional so you can see which mode your form is in on this screen as well.

This option is hidden when Section Header Title is empty.

Default Behavior

With this option you can choose whether your section will be expanded or collapsed when the form loads. The default setting for this is collapsed.

This option is hidden when Section Header Title is empty. Furthermore, it is only applicable when the form is presented as a single page. If the option "multi-page form for section headers" is enabled, the collapse/expand feature is automatically ignored.

Hide this entire section if this field is hidden

As the name would suggest, this option allows you to hide the entire section when the section header field is hidden. This can be useful in a number of scenarios, for example when you have a set of fields that are only applicable to a certain type of user. If the user type is not set to a certain value, you can choose to hide the entire section.

This option is hidden when Section Header Title is empty.

Conditional Fields

The conditional fields functionality allows you to only show the current field when certain conditions are met. To start out you get two buttons (1 in the screenshot below):

  • Add condition: This adds the state of a single field as a condition (2). You can add multiple single fields in separate conditions. For each condition you can select which field to examine, what will be checked and the value. The exact options available here vary depending on the field type you choose.

  • Add condition group: This button allows you to create a nested condition (3) to build more complicated logic, e.g.:

    Field A contains "John" or (Field B contains "Jane" and Field C contains "Doe")

You can create a condition group within another condition group up to three levels deep.

You can choose the logical relation between your conditions between and or or (4). To delete a condition or condition group, just hit the little trashcan icon to the right.

Field Validation

Field Validation allows you to prevent form submission when fields are invalid. You can decide what makes a field valid. The settings work in the exact same way as the Conditional Fields settings, except for one small difference: At the bottom of the field validation settings you can choose a custom error message to display when the field is invalid. This will display as small red text just below the field. For the other settings, please refer to the Conditional Fields section just above.

This feature is available for all field types, except for the following:

  • Formula

  • Rollup

  • Lookup

  • Count

  • Created Time

  • Last modified Time

  • Created by

  • Last modified by

  • Autonumber

  • Button

Add-only Mode

By default, when updating a record, existing data in the field is visible and can be edited. This feature allows you to prevent users from seeing existing data, which means that cell values will be hidden and the field always starts empty, but at the same time, new values are still allowed to be added. As an example, this could be used to allow employees to add new notes/comments to a record without being to able to see or edit the existing notes.

Add-only mode is available for the following field types:

  • Linked Record

  • Long Text

  • Attachment

You can access it through the Advanced (for Linked Record and Long Text fields) or Upload settings (for Attachment fields) of your field.

This option is only available for editable fields.

Placeholder Text

The placeholder text is the text that appears in the field when it is empty. This can be used to provide guidance to the user or simply a hint of what kind of data they are expected to enter.

This option is only available for editable fields. Also, please note that this setting is irrelevant when hide field if empty is enabled in the Standard Options, since it will never be displayed to the user in this case.

The placeholder text setting is available for the following field types through the Advanced section:

  • Single Line Text

  • Long Text

  • Date

  • Phone Number

  • Email

  • Number

  • Currency

  • Percent

  • Duration

  • Barcode

  • URL

Prevent Duplicates

Enabling this feature will prevent duplicate field values in your table so that your users will not be able to enter the same values again, thus ensuring the uniqueness of field values. Watch the video below for a detailed explanation of this feature.

This option is only available for editable fields.

The prevent duplicates setting is available for the following field types through the Advanced section:

  • Single Line Text

  • Phone Number

  • Email

  • Number

  • Currency

  • Barcode

  • URL

Barcode & QR Scanner

Enabling this feature allows you to use a camera (your webcam or your mobile device's integrated camera) to populate this text field with a barcode.

There are three options to toggle:

  • Allow users to scan barcodes & QR codes: This enables the feature and the makes available the subsequent options

  • Automatically start camera: Choose whether or not the camera will start detection as soon as the form loads. If this toggle is disabled the user will need to click on the camera icon at the right edge of the field.

  • Automatically submit form after scan: Choose whether or not to auto-submit the form once the scan is completed. This option can be very useful if a great number of codes need to be scanned or if the process needs to be especially quick.

These options are only available for editable fields.

This section is available for the following field types:

  • Single Line Text

  • Email

  • Barcode (Allow users to scan barcodes & QR codes is always on for this field type and won't show up as a setting)

Single Line Text

This section describes features specific to Single Line Text fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

Display this field as an attachment

Enabling this option allows you to keep the URL of an image, pdf or other file in the Single Line Text field and display it as an attachment in the form.

This option is only available for read-only fields.

Mask Field as Password

This feature masks the user input, similar to the way password fields work on most websites. The value is only masked on the form and is not encrypted. A common use case for it is to hide sensitive fields' input for privacy reasons.

This option is only available for editable fields.

Enable Address Autocomplete

Enable this option to have addresses autocomplete in this field! Suggestions update as you type. This feature can be extremely useful to speed up the process of filling out your form!

This option is only available for editable fields.

Character Limit

This option allows you to set an upper limit for the amount of characters in the field. A counter will be displayed below the bottom right corner of the field. When the limit is reached, the user won't be able to input further characters and the field will be highlighted red. If you prefer not to show the character counter, or would like to implement a limit on word count for example, or a lower limit of the number of words or characters, you can instead use regex field validation. This particular use case is explained in this help article.

This option is only available for editable fields.

Long Text

This section describes features specific to long text fields. They are all found under the Advanced section of the field settings. For common features shared across a range of field types, please refer to the Common Settings section.

Display this field as an attachment

Enabling this option allows you to keep the URL of an image, pdf or other file in the long text field and display it as an attachment in the form.

This option is only available for read-only long text fields without rich formatting.

Character Limit

This option allows you to set an upper limit for the amount of characters in the field. A counter will be displayed below the bottom right corner of the field. When the limit is reached, the user won't be able to input further characters and the field will be highlighted red. If you prefer not to show the character counter, or would like to implement a limit on word count for example, or a lower limit of the number of words or characters, you can instead use regex field validation. This particular use case is explained in this help article.

This option is only available for editable long text fields without rich formatting.

Add-only mode

Please refer to the add-only mode section of the common settings.

This option is only available for editable fields.

Linked Record

This section describes features specific to linked record fields. For common features shared across a range of field types, please refer to the Common Settings section.

Record Finder Options

This section of the field settings allows you to customize the record finder, which is used to find and link records in your miniExtensions Form.

These options are only available for editable fields.

Custom Title for find Records Button

Use this option to customize the text of the record finder button. If this is left blank, the button will simply read "Find":

Record Finder Mode

With this option you can decide on what the record finder looks like. There are three options:

  • List: This is the default value. A simple list of records. You can change how each record is displayed in the list by changing the form used to expand/edit linked records. If you don't allow expanding of records, the list will only show the primary field of the linked record table.

  • Calendar (Date Picker): This option will display the record finder using a calendar. When using this mode, you will have to pick date fields in the linked record table to use as Calendar mode start date and Calendar mode end date. These will determine on which dates the records appear in the calendar and will also be displayed directly for each record to aid you in selecting the correct one.

  • Hide record finder button: This hides the record finder altogether, meaning users won't be able to search for and link records.

Allow Users to scan Barcodes & QR Codes in Finder

This feature allows users to use barcodes and QR codes to find linked records. It will display a camera icon next to the search button in the record finder:

Clicking the camera icon will then open the camera to start scanning.

This option is only available when Record Finder Mode is set to List.

Only show Records in Finder if the Search is an exact Match

This feature allows you to limit the records shown in the record finder to exact matches of the search function. This means that when the record finder is first opened, the list will be empty, and only when an exact match for an existing record is searched for will it appear and thus be selectable.

This option is only available when Record Finder Mode is set to List.

Create & Expand Records

This section of the field settings enables you to limit how a user can interact with linked records.

These options are only available for editable fields.

Allow Users to create new Records

When this option is enabled, a Create Record button will appear on your form, next to the Find Records button (if enabled). You can customize the text of this button using the Custom title for create records button option. By default, this button will read "Create new". When you allow users to create new linked records, you get a child form that you can edit with the "Edit Form" button (1 in the screenshot below) to determine exactly what data users need to enter. The "Select Extension" button (2) gives you the option to have different versions of your child form that you can swap out as needed. You can rename each version when you open up the child form (via Edit Form and the options menu) to keep track of which version is which!

Enabling prefill child form for creating records will allow you to prefill any linked record created through this form with certain data. To make this work, you will need a field in Airtable that contains the prefill parameters, not the actual data. The parameter field can, of course, be derived from the data you want to prefill through a formula field, for example. For more information about how prefills work in general and what the prefill parameters look like, please see the corresponding section of our Field Settings Guide.

Linked records created using this function will automatically be linked to the record created by the main form as soon as it is submitted.

Allow Users to expand (or edit) linked Records

When you enable this option, users can expand linked records. This means they can view a child form containing data from this linked record. Depending on how you set up this child form, users may only be able to view data, or edit it as well. Please refer to the read only section for further information. The expanding form is also used to display records in the record finder. When you allow users to expand linked records, you get a child form that you can edit with the "Edit Form" button (1 in the screenshot below) to determine exactly what data users can see or edit. The "Select Extension" button (2) gives you the option to have different versions of your child form that you can swap out as needed. You can rename each version when you open up the child form (via Edit Form and the options menu) to keep track of which version is which!

You can also require users to open linked records. When this option is enabled the user will not be able to submit the form until they have opened each linked record associated with the record. This could be useful if you want to make sure users check related information before submission. Each linked record that hasn't been viewed yet will have a small red dot in the top left corner. An error message will appear if a user attempts to submit a form without first reviewing each linked record.

Allowing both Creation and Expanding of Records

If you enable both the creation and expanding/editing of records you will see the options for both cases as described above, but with a small difference and an additional setting: You will now be able to choose if you want to use the same form for creating new records and expanding/editing existing ones, or if you want to use different forms. If you choose to use the same form, you will simply see one Edit Form button. If you choose to use different forms you will see two sets of buttons to edit the form:

Advanced

The options in this section are only available for editable fields.

Add-only Mode

Please refer to the add-only mode section of the common settings.

Allow users to select

Using this option you can limit the number of records a user can link in this linked record field. This affects both selecting existing records and creating new ones. When this is set to multiple records you can set the maximum number of records to select below.

If your field settings on Airtable have the "Allow linking to multiple records" option disabled, users will still be able to add multiple linked records on the form even if the field on Airtable is set to only allow a single linked record.

Custom "No records found" message

This feature allows you to customize the message shown when the linked record field is set to read-only and no records are linked to it for the current record. It will replace the "No Records" text that is shown by default in this case.

Filter Records

This section of the field settings allows you to filter records displayed to the user. You can add conditions or condition groups, much like the conditional fields feature which is explained above.

Filter application mode

This allows you to specify whether the filters defined above apply to the record finder only (i.e. when a user wants to link new records) or to the record finder and selected records, which are displayed on the form. When the latter option is selected, you can filter the records that are already linked to the form record, so only filtered records will be displayed to the user.

Conditional linked record filtering fields

This option is slightly different from the regular filters explained above, and can be extremely powerful! Using conditional linked record filters you can restrict the linked records available for selection using other linked record or lookup fields. These conditions can be nested as well for more complex scenarios. For a use case example and further explanation, you can watch this video:

You can hide the filter fields from the form and use prefill to set them instead. You just need to set the Conditional linked record filtering fields type to hide filter fields (prefill using URL).

These options are only available for editable fields.

Allow users on the form to search already selected records

This option will add a search bar to your form field to search through all records that are already linked to the current record:

The selected records displayed will update instantly while you type. This makes it very easy to find a certain record among a long list!

View

Record Title field is also used for search!

Sort Records

This option allows you to determine the sort order of selected records displayed on your form as well as in the record finder. The order of sort conditions determines which field will be sorted first. In the following example, records would first be sorted by Name, and then if there are two identical names, the phone number would be used for sorting:

You can create as many sort conditions as there are fields in your Airtable table.

Attachment

This section describes features specific to attachment fields. For common features shared across a range of field types, please refer to the Common Settings section.

Upload Settings

These options are only available for editable fields.

The field mode setting decides how a user can upload the attachment. You can choose from three options:

  • Upload Local File: This makes your attachment field behave like a typical upload field, where you can select or drag and drop files to upload. When using this mode you can set an attachment size limit (in MB) and restrict attachment types to any of these categories: Images, Videos, Audios, Documents, Compressed Files.

  • Upload URL: This mode allows your users to upload files directly from URLs. They would input a URL and hit the upload button to the right. Whatever file the URL points to will then be downloaded, ready for submission into an Airtable record!

  • Hand Signature: Using this mode you can add a signature field to your form. Once the signature is submitted, it is added as an image file (.png) to your attachment field. This mode is often used in conjunction with the maximum allowed files setting set to 1, to get precisely one signature off a client, for example. This is what the field looks like:

For all three modes you can set the maximum allowed files for the field (in total, not per upload), as well as enable add-only mode.

Download Settings

This section allows you to disable opening and downloading of files. When opening of files is disabled, the attachment will not be clickable at all on the form, so your users will only be able to see the name (if enabled) and the thumbnail or icon (see the attachment style section below).

Attachment Style

These settings provide customization of the way attachments are displayed on your form. There are two main settings: you can choose to hide the attachment name and set the display mode:

  • Thumbnail: This is the default display mode and will provide a thumbnail preview of the files attached in the field. You can choose a thumbnail size between large (default), medium or small and decide how the thumbnail is cropped when an image file has a non-square aspect ratio through the thumbnail fit option. The cover option, which is the default, will show a center crop of the image (shown on the left below), whereas the contain option (right) will show the full image with a white background around it:

  • Icon: This option will show each attachment as a row, with a small preview on the left and the attachment name (if enabled) on the right:

Checkbox

This section describes features specific to checkbox fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

You can choose the style in which to display the checkbox field from two options:

or

This option is only available for editable fields.

Calendly

By enabling this setting you can integrate Calendly appointment scheduling directly into your form! Your checkbox field will now serve as confirmation that a meeting has been scheduled through Calendly. On the form itself, the checkbox is replaced with a button, the text for which you can set using the Button Label option. You then set your Calendly URL and optionally form fields to pre-fill the Email and Name fields on the Calendly booking screen. Now, when a user completes the scheduling process through this field, the checkbox will be ticked and you will have confirmation of this in Airtable once the form is submitted. The user will also see a confirmation, as the button on the form will be replaced with "✅ Confirmed!".

This option is only available for editable fields.

Single and Multiple Select

This section describes features specific to single and multiple select fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

These options are only available for editable fields.

In this section you can choose between two types for displaying your single select field:

  • Dropdown: This setting hides the selectable options in a dropdown field

  • List: This setting displays all selectable options on the directly on the form

In the advanced settings for single select fields, you can also limit the options available to the users with the limit selection to specific options setting.

Whenever at least one option is selected here, only the selected options will be available to the user. Clearing all selections will enable all options for the user, which is also the default behavior.

You can also allow users to add new options, by enabling the corresponding setting. How this looks on your form depends on the type setting above:

🚨 Adding a new option will be reflected in Airtable immediately, not just after form submission!

For multiple select fields, you also have the option to limit the number of simultaneously selected options using the maximum allowed selections option.

Show options conditionally

Using the settings in this section, you can determine the visibility of each option of your single select field depending on conditions. For example, you can have a certain option only be visible if a checkbox is ticked. This can be useful in a variety of use cases!

To set this up, first turn on enable conditional options at the top. You will then see an Add button, which allows you to add options that you want to be visible conditionally.

Clicking on each added entry will bring you to the following screen, where you can select the option you want to add conditions to and then define the conditions under which the option should be visible:

Using the custom conditional options name setting at the bottom you can determine the text displayed in the list of conditions, to make it easier to identify options in complex setups:

You can only add each option once. However, within the settings for each option you can add multiple conditions, just like in the conditional fields settings.

User

This section describes features specific to user fields. For common features shared across a range of field types, please refer to the Common Settings section.

Setup

Please see this article for a detailed description of this option. In a nutshell, this allows your users to select Airtable collaborators in this field, either only one or multiple, depending on how the corresponding field is set up in Airtable. Please note that changes to the collaborator field in the miniExtensions dummy table can take a few minutes to sync across.

Date

This section describes features specific to date fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

These options are only available for editable fields.

Through the advanced section of the date field settings you can set the following:

  • Auto fill field to today by default when empty: This will automatically fill the field with today's date when creating a new record or editing a record that doesn't have a value set for this field. If your Airtable date field is set up to contain the time as well, this feature will auto-fill your current local time.

  • Date range: This setting allows you to define a date range available for selection from one of the following options:

    • Past week

    • Past month

    • Past year

    • Next week

    • Next month

    • Next year

    • This week

Phone Number

This section describes features specific to phone number fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

These options are only available for editable fields.

Placeholder Text

Please refer to the placeholder text section of the common settings.

Prevent Duplicates

Please refer to the prevent duplicates section of the common settings.

Show Country Codes

This feature allows you to enable a country code selector for your phone number field. You can also choose to prefill this, if most of your users are from the same country. Here is what this would look like on the form:

Email

This section describes features specific to email fields. For common features shared across a range of field types, please refer to the Common Settings section.


Advanced

In the advanced section you can choose whether or not user input should be converted to lowercase using the Convert characters to option.

For a description of the placeholder text feature, please refer to the placeholder text section of the common settings.

For a description of the prevent duplicates feature, please refer to the prevent duplicates section of the common settings.

URL

This section describes features specific to URL fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

Placeholder Text

Please refer to the placeholder text section of the common settings.

Prevent Duplicates

Please refer to the prevent duplicates section of the common settings.

Allow invalid URLs

In the advanced section of the URL field settings you can decide whether or not to allow invalid URLs. When this is enabled, users can enter just about anything in the URL field, since it will not be checked for valid syntax. This option defaults to off, meaning URLs will be validated for syntax by default.

Please note that this will not validate if the URL is reachable.

This option is only available for editable fields.

Display field as an attachment

Enabling this option will show the file linked to in the URL contained in the Airtable field as an attachment thumbnail on your form. Users are able to open the preview and download the file.

This option is only available for read-only fields.

Number and Currency

This section describes features specific to number and currency fields. For common features shared across a range of field types, please refer to the Common Settings section.

The number of decimal places shown is determined by the field settings in Airtable.

Advanced

These options are only available for editable fields.

Here you can choose to allow negative numbers. This settings defaults to off, which means that by default, only numbers 0 and up are accepted.

For a description of the placeholder text feature, please refer to the placeholder text section of the common settings.

For a description of the prevent duplicates feature, please refer to the prevent duplicates section of the common settings.

Percent

This section describes features specific to percent fields. For common features shared across a range of field types, please refer to the Common Settings section.

Advanced

Here you can choose to allow negative numbers. This settings defaults to off, which means that by default, only numbers 0 and up are accepted. You can also choose to show the percentage as a progress bar:

When the field is editable, clicking it will show an input field to adjust the value.

For a description of the placeholder text feature, please refer to the placeholder text section of the common settings.

For a description of the prevent duplicates feature, please refer to the prevent duplicates section of the common settings.

The allow negative numbers and placeholder text options are only available for editable fields.

Duration

Duration fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Rating

Rating fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Barcode

Barcode fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options. If you're looking for settings for the Barcode & QR Scanner section, have a look here!

Formula

This section describes features specific to formula fields. For common features shared across a range of field types, please refer to the Common Settings section.

Formula fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Advanced

The advanced section for formula field settings will allow you to change the behavior of the field. By default, it will simply display the text generated by the formula. Any links in the formula field will be functional. You can set the Text Size to a range of values from small (default) up to very large:

If you enable Render HTML Formula however, you will be able to render HTML code contained in the formula. This can be used for a multitude of applications, like embedding other content right inside your form, or simply formatting text to your liking. When this option is active, you can set the HTML Container Height (in pixels) manually. If the container height is left empty it will simply adjust to the content. Please note that setting the HTML Container Height too low can result in some layout issues, so please make sure to adjust this as appropriate.

If you're trying to embed a YouTube video but are seeing a "refused to connect error", make sure the URL in the src portion of the embed code has the .../embed/... part in lowercase. At the time of writing this guide, the auto-generated embed code provided by YouTube uses an uppercase .../Embed..., which breaks the link.

Button

This section describes features specific to button fields. For common features shared across a range of field types, please refer to the Common Settings section.

Button fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Link Settings

In this section you can set how the link provided by the button is opened. You can choose from the following options:

  • Open in new tab

  • Replace current window

  • Replace iframe content (if embedded)

  • Trigger Webhook (GET)

  • Trigger Webhook (POST)

When picking either of the Webhook options you can set custom success and error messages in the fields that appear below.

Color

The button color setting allows you to customize the color of your button. By default this will use the theme color from your form settings, but you can pick from a list of colors when clicking on pick a color. When a color is selected, you can return to the default theme color by clicking the little x icon in the top right corner of the colored rectangle.

Rollup

Rollup fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Rollup fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Lookup

Lookup fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Lookup fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Count

Count fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Count fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Created Time

Created time fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Created time fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Last modified Time

Last modified time fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Last modified time fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Created by

Created by fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Created by fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Last modified by

Last modified by fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Last modified by fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

Autonumber

Autonumber fields don't currently have any specific settings. Please refer to the Common Settings section of this guide for explanations of all available options.

Autonumber fields are always read-only fields. Since they rely on a record already existing, they can only be visible in the form when editing an existing record or after the record is first saved when using the Save & Continue feature.

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