Create Custom Fields in Forms

Qntrl supports different types of custom fields. Custom fields in Qntrl follow some common properties that can be modified according to the user's requirement. Let us learn how to add different custom fields and configure its properties.

Add single-line text field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited. Learn how to create an orchestration.

You will land in Step 1: Create Form.

Drag and drop the Single-Line field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must to be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click the Set default value hyperlink and enter the default value.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Character limit : Enter the minimum and maximum number of characters the user can enter.
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

Learn more about field title, field label, default value, mandatory, visibility, encrypt and mask in detail.

You can create a maximum of 200 text fields in an organization including single-line , email address , and link fields.

Add multi-line text field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Multi-Line field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field will be displayed with the label name in the form.

To set a default value for your field, click the Set default value option and enter the default value.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Character limit : Enter the minimum and maximum number of characters the user can enter.
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 30 multi-line fields in an organization.

Add a drop-down field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Drop-down field from the New Fields tray onto the right panel.
Enter a Field Title. Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

If you wish to set a default value for your drop-down, click the Set default value option.
To add options sequentially in the drop-down:

Click the Add option button in the Used Options section. Enter the value in the text box and click the tick icon. Add other options in the same way.
The options that are not currently needed can be pushed to the Unused Options section. Drag and drop the value to the adjacent section.

To add multiple values at once:

Click Add multiple options hyperlink.

Quick options : Commonly used options are listed here.
Import from file : You can import options from .txt or .csv files.
Add manually : You can enter multiple options line by line.

Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.

Users can also edit the options by clicking

. To delete an option, drag and drop the option under Unused Options section and click

You can create a maximum of 100 drop-down fields in an organization.
While importing a file:

The file size must be less than 2 MB.
Options in the file must be entered line by line.
Each option must not exceed 50 characters.
Only the first 500 options are imported.

Add a user drop-down field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the User drop-down field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

If you wish to set a default value for your drop-down, click the Set default value option.
All the users in your portal will be listed in the Unused Options section.

Drag and drop a user name from the Unused Options to the Used Options section.

Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.

You can create a maximum of 20 user drop-down fields in an organization.

Add a date and time field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Date & Time field from the New Fields tray onto the right panel.
Enter a Field Title. This field is mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click the Set default value option and select a custom date.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Set criteria to validate the date that is entered by the user. For instance, the due date & time of a card can only be in the future. So you can set the criteria as: Date & Time is After 5 days From Card Creation date.
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 50 date & time fields in an organization.

Add a decimal field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Decimal field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value to your field, click the Set default value option and select a default decimal value.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Range: Enter the minimum and maximum limit for decimal value that the user can enter.
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 30 decimal and currency fields in an organization.

Add an integer field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Integer field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click the Set default value option and select the default integer value.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Range: Enter the minimum and maximum limit for integer value that the user can enter.
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 50 integer fields in an organization.

Add an email address field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Email Address field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click the Set default value option and enter a valid email address.

The default value gets pre-filled in the form. This value can be edited.

If you want to allow users to enter more than one email address to this field, check the Bulk Email Addresses radio button.
Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 200 text fields in an organization including single-line , email address, and link fields.

Add a link field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Link field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click on the Set default value option and enter a valid link.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 200 text fields in an organization including single-line, email address, and link fields.

Add a multi select field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Multi Select field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click on the Set default value hyperlink and choose values from the drop-down.

Default value drop-down gets populated only after you add options.
The default value gets pre-filled in the form. This value can be edited.

To add options sequentially in the drop-down:

Click the '+' icon in the Used Options section. Enter the option in the text box and click the tick icon. Add other options in the same way.
The options that are not currently needed can be pushed to the Unused Options section. Drag and drop the value to the adjacent section.

To add multiple values at once:

Click Add multiple options hyperlink.

Quick options : Commonly used options are listed here.
Import from file : You can import options from .txt or .csv files.
Add manually : You can enter multiple options line by line.

Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.

Users can also edit the options by clicking

. To delete an option, drag and drop the option under Unused Options section and click

You can create a maximum of 30 drop-down fields in an organization.
While importing multi select values from a file:

The file size must be less than 2 MB.
Options in the file must be entered line by line.
Each option must not exceed 50 characters.
Only the first 500 options are imported.

Add a file field

Navigate to and select Orchestration from the menu.
Click the orchestration to be edited.
You will land in Step 1: Create Form.
Drag and drop the File upload field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.
The field is displayed with the label name in the form.
Set the validation:

File formats:

Allow all formats: Files in any file format can be added without restriction.

Allow selective formats: Only the file formats indicated in this field will be accepted for upload.

Restrict selective formats: Limit the file types that can be used.
When you allow or restrict file formats, you can only choose a maximum of 10.

Mandatory: Toggle the button YES to make the field mandatory.

Visibility: Toggle the button YES to make the field visible while creating cards.

You can create a maximum of 20 file fields in an organization.
Each field can hold up to 50 files. You can add 5 files at a time.
Uploaded file size must be less than 65 MB.

Add a currency field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Currency field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value to your field, click the Set default value option and select a default currency value.

The default value gets pre-filled in the form. This value can be edited.

Click the Set currency type option and choose a specific currency type as the default currency type for the form or choose ‘Any’ to let the users select a currency type while filling the form.
Set the validation:

Range: Set the currency limit that the user can enter.
Currency Format: Select the format in which the currency value must be displayed.
Advanced Options:

Number of Decimal Places: Select the number of decimal places to be filled in the currency field.
Rounding and Precision: You can either round up, round down, or round off the decimal digits. Select precision to restrict the number of digits in the currency.

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 30 decimal and currency fields in an organization.
A currency field can be reused in other forms with a different Currency Type and Format.

Add date field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Date field from the New Fields tray onto the right panel.
Enter a Field Title. This field is mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value for your field, click the Set default value option and select a custom date.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Set criteria to validate the date that is entered by the user. For instance, a card can be inspected for quality only after the card is completed. So the criteria for inspection date can be set as: Date is Between Card creation date and Due date .
Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

You can create a maximum of 50 Date and Date & Time fields in an organization.

Add a checkbox field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Checkbox field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value to your field, click the Set default value option and select a default currency value.

The default value gets pre-filled in the form. This value can be edited.

Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.

You can create a maximum of 20 checkbox fields in an organization.

Add a radio button field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Radio Button field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value to your field, click the Set default value option and select a default currency value.

The default value gets pre-filled in the form. This value can be edited.

Enter the options to be listed for the radio button.

Click the + or - buttons to add or delete the options respectively.

Set the field-level validations:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.

You can create a maximum of 100 drop-down and radio button fields in an organization.
20 options can be added to each radio button field.

Add a phone number field

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Drag and drop the Phone Number field from the New Fields tray onto the right panel.
Enter a Field Title . Field titles are mandatory and must be unique in each form.
Click Set field label hyperlink to add field label.

The field is displayed with the label name in the form.

To set a default value to your field, click the Set default value option and select the default integer value.

The default value gets pre-filled in the form. This value can be edited.

Click the Set country code option and choose a specific country code as the default country code for the form or choose ‘Any’ to let the users select a country code while filling the form.
Set the validation:

Mandatory: Toggle the button YES to make the field mandatory.
Visibility: Toggle the button YES to make the field visible while creating cards.
Encrypt or PHI: Toggle the button YES to encrypt this field.
Mask: Toggle the button YES to mask the data entered in this field.

Phone number field allows the usage of braces '()' and hyphens '-' along with numbers.
You can create a maximum of 10 phone number fields.
On selecting 'Any' as the country code, you will be able to Filter the cards based on 'Country dial code in' and 'Country dial code not in' while displaying cards in the List View.

Add a line item field

Line items are used to add tables to the form. Each column of the line item table is mapped to a custom field.

Navigate to and select Orchestration from the menu.
Click on the orchestration to be edited.

You will land in Step 1: Create Form.

Click the Add Line Item button.

A line item block appears in the right panel. You can customize the title of this block.

Click the Add Field hyperlink and select a field from the list of custom fields.

To reuse fields used in other forms click Unused Fields . This option will be available only if line items are used in other forms.

Fill the field properties and click Ok .
Similarly, add required columns to the table and click Save .

Only four line item blocks can be added to each form.
When adding records to line items in cards, only 100 rows can be added.
You can edit the field properties and privileges for each custom field used in the line item using the Edit Properties and Set Privileges options.
You can also remove fields from the line item using the Remove Field option. These fields will be moved to Unused Fields .
There is a restriction on the number of custom fields that can be added to line items. Click the More Options (...) icon on the top-right corner of the line item block and select Remaining Line Item Fields to view the remaining fields.
To delete a line item block, click the More Options (...) icon on the top-right corner of the line item block and select Delete . This action will remove all the fields in the block.

Learn all about advanced fields and how to use them in Qntrl.

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