Form Editor Limitations

Form Editor Limitations

I'm feeling a little hamstrung by the limitations of the existing form editor. CRM/ERP/ATS systems are all about the capabilities of their form editors. Below are some areas I have recently struggled:

1) Special fields -- Many of these "special" fields which are pervasive in recruit are not intuitive. For example, the State and Country fields are hard coded so you cannot change the label, and they are hard-coded to data type text. Half the time people put in USA and the other half "United States" which makes the data unstructured and difficult to search. 

Because of the hard coding and lack of flexibility, it is hard to replace many of these in-box fields with drop-downs. For example, to port the state field for candidate records to a drop-down, I would first need to create a new custom "Candidate State" field of type drop-down list, that which would not yield a name collision- then manually create a custom query to identify the records to port, then perform 50+ operations to get all the record data from the "State" field ported properly to the new field. Last, I would have to hide the old state field since it cannot be deleted. 

This is pretty heavy user work-around to do something that even a basic open source CRM like Sugar can handle out of the box- having a decent state field. 

2) Formatting of fields- Some fields, such as phone and URL don't seem to enforce any formatting what-so-ever, thereby negating the benefit of using that control type. 

3) Control variety- There should be a larger variety of controls- like drop-down checked combos, Sliders, HTML editors, etc. to allow building richer and more intuitive forms. 

4) Publishing of jobs- For some reason everything needs to be data type text to not have to do re-redundant entry when publishing jobs. 

5) Look-up fields- For some reason look-up fields are special-cased out and thus cannot be set elsewhere in the product (e.g. workflows). This minimizes their usefulness which should not be the case. 

6) Tool-tips/Help - There is no capability to specify help text nor set tool-tips on the candidate and job forms like there is on web-forms. 

7) Linked Fields- For some reason it is not possible to link fields using the built-in features for many of the existing fields. The Map Dependencies option only works for pick-list fields, which per above is very difficult to set-up for many of the existing special fields. 

8) Panel/Element dependent actions & visibility- There is no way to set field visibility based on other actions within the web form. Zoho Sites form editor has a more robust feature set in this regard than the enterprise edition of recruit.