Defining and Editing Fields

This lesson will show you how to define and edit your fields.

After you upload a form the "Edit Field Associations" window will open

-The "Form Field" column on the left shows you all of the tags that FormLizard found in your document.
-FormLizard will try to match the tags in your form with previously defined fields.
-For fields that FormLizard doesn't recognize, you will see a "--" in the right column.

Auto Create

-The fastest way to create field associations is to click the "Auto Create" button.
-Auto Create will create a default Text Field with the same name and label as the name of the tag in your form.
-If you want to manually create each field, use the drop-down menu and select create new. This will take you to the "Edit Field" window.

Editing fields

-Once your fields are created it's easy to customize them.
-Just click the field you want to edit and click the pencil icon.
-If you just want to change that field to a field you have already defined, use the drop down menu to select the field.

The Edit Field window

1) Name - This is what the field is called. This is for your reference only, the end user won't see the field name.
2) Label - This will appear above the answer section. See below for an example.
3) Question - To make the interview easier to complete ask the user a question to answer. See below for an example.
4) Help - If you think users might need more information on a question, add some help in this box. When you do this, a question mark will appear next to the question. When a user clicks it, it will show the help you typed in. See below for an example.
5) Type - Use this drop down list to select what type of field you want.
6) Options - This only appears if you are using a Radio, Check Box, List, or Drop-down List. It is where you would put the options the user has to choose from.
7) Required Field - Check this box if you want to make the field require an answer to complete the interview.
8) Account Field - When this is checked, users can answer the questions in their user profile. The next time that field is used in a form, FormLizard will automatically fill in the answers. Account fields are good for information that doesn't change, like names and phone numbers.