Form fields - Explained

When building out a form, you have a variety of field types to choose from. Each field type helps you collect different types of data based on your needs.

The Text field:

This field allows your users to type out their answers, based on the question that is asked. For example, you can title this field "Visit comments" so that your users can type out what was discussed in their visit with the customer:

Alternatively, you can ask specific questions that they can type out their answers to. For example:

The Number field:

This field is used to collect data on numbers, specifically if the data includes decimals. This field is more restrictive as it only allows the user to type figures in. For example:

You can also configure the decimal places on the right-hand side of the screen:

The Drop down box field:

The drop-down option allows you to add options for your users to choose from. This simplifies the selection process and allows the users to quickly select an answer from a list of pre-defined options instead of having to type the answer out.

There are four drop-down options to choose from:

1. Single Select: Presents the user with multiple options to choose from and one option can be selected. For example:

Only one answer can be selected.

2. Multi Select: Presents the user with multiple options to choose from and more than one option can be selected. For example:

Multiple answers can be selected.

3. Nested Single Select: Presents the user with multiple options to choose from. One option can be selected and upon selection, another level of options or data set will open and a new option can be selected. For example:

Only one answer can be selected on each level.

4. Nested Multi Select: Presents the user with multiple options to choose from and more than one option can be selected. Upon selection, another level of options or data set, opens up and new options can be selected. For example:

More than one answer can be selected on each level.

Email field:

This field has two purposes. 

1. If the "Send to recipients" configuration is ticked, the field is used to email a copy of the form to the recipients entered:

2. If the "Send to recipients" configuration is not ticked, then the field is used to gather data about email addresses. For example, you create a customer change form and the field is used to find out what the email address has changed to:

In this case, a copy of the form will not get emailed out, but the data will be collected.

Address field:

This field is used when the user has to enter an address. For example, "What is the preferred delivery address?"

Date/Time field:

This field has 4 different options.

1. Date: Only a date is entered. For example, "Delivery date"

2. Date and Time: Date and time is entered. For example, "When is your next appointment scheduled for?"

3. Time (HH:MM): Time is entered in hours and minutes. For example, "What time did the delivery arrive?"

4. Time (HH:MM:SS): Time is entered in hours, minutes and seconds.

Images field:

This field allows your users to take photos and upload them to the form. For example, "Take a photo of the display stand"

Products field:

This field also allows you to choose between Single Select and Multi Select. Here the users can select an item/items from your product list that is uploaded on Skynamo. This can be used to collect product data. For example, "Which of our products sell the best?"

Signature field:

You can add this if you want someone to sign off on the form. For example, if you want a customer to sign off on an order or quote.

Users field:

This is also divided into Single Select and Multi Select and allows the users to choose from the list of users that you have loaded on your system. For example, "Which reps and merchandisers service this customer?"

Only the users loaded on Skynamo will appear on this list.

Sketch field:

The users can sketch out an image here.

Label field:

This field allows you to add text to the form, not as a question but to provide information. There are 3 options here:

1. Heading: You can add headings for different sections of your form. For example, if you are asking questions about different product ranges, you can add headings to indicate which product range is next:

2. Normal print: This text is the same size as the rest of the questionnaire.

3. Fine print: This is small text and can be used to add Terms and Conditions, Banking details, Company details, etc. on the form.

Divider field:

This is used to create spacing between questions or sections. For example: