Data types
A Data Type determines the format in which Custom Fields store information.
Checkbox(Only available within Form Widgets) | The user will be presented with a checkbox which they can tick or untick For example, to confirm they have read and understood information such as your Terms and Conditions. The checkbox has two states; - Unchecked (false) - Checked (true) By default, the checkbox is set to unchecked (false). |
Currency | The user will be presented with a text box which will only accept currency format. The field allows one comma and a decimal point. If the user does not enter a comma, this will be automatically added for them. If the user is pasting the information from an external system and the number contains symbols such as '£' signs, the number will be automatically adjusted without this. |
Date | The user is able to select a date from a calendar field. The date will be saved in the format of DD/MM/YYYY. You can choose whether these dates are displayed within the InTouch calendar. You can customise how the date is formatted within document and email templates by using the #datetime Data Helper. |
Date & Time | The user is able to select a date and time from a calendar field. The date will be saved in the format of DD/MM/YYYY. You can choose whether these dates are displayed within the InTouch calendar. You can customise how the date is formatted within document and email templates by using the #datetime Data Helper. |
Drop Down List | The user will be presented with a drop down list containing your defined options. By default, the first answer within the list will be displayed. There is no limit to the number of options that can be provided in the list. The user can select just one as their answer. |
Multiselect | The user will be presented with a list of checkboxes containing your defined options. There is no limit to the number of options that can be provided in the list. The user can select more than one as their answer |
Number | The user will be presented with a text box which will only accept numbers. The field also allows 1 decimal point. If the user is pasting the information from an external system and the number contains symbols such as '£' signs or commas, the number will be automatically adjusted without this. The data can then be used within #calc calculations. |
Radio | The user will be presented with a list of defined options. There is no limit to the number of options that can be provided in the list, however, if providing 4 or more we'd suggest using a Drop Down List type. The user can only select one as their answer. By default, the answer is set to an undefined state. |
Text | The user will be presented with a text box which will accept a line of text. The field will accept any combination of letters, numbers and symbols. This option should be used if the anticipated answer will be under five words long. |
Text Area | The user will be presented with a text box which will accept a paragraph of text. The field will accept any combination of letters, numbers and symbols. This option should be used if the anticipated answer will be over five words long. The answer will be saved to InTouch as a single text line. |
Yes or No | The user will be presented with 2 checkboxes representing "yes" and "no". By default, the answer is set to an undefined state. |
