Create Custom Fields in Forms | Online Help | Qntrl

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  

  1. Navigate to   and select  Orchestration from the menu.
  2. Click on the orchestration to be edited. Learn how to create an orchestration. 
    • You will land in Step 1: Create Form.
  3. Drag and drop the  Single-Line  field from the  New Fields  tray onto the right panel. 
  4. Enter a  Field Title . Field titles are mandatory and must to be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. 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 

  1. Navigate to    and select   Orchestration from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Multi-Line   field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title . Field titles are mandatory and must be unique in each form. 
  5. Click   Set field label   hyperlink to add field label. 
    • The field will be displayed with the label name in the form.
  6. 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.  
  7. 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 dropdown field 

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Dropdown  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title.   Field titles are mandatory and must be unique in each form. 
  5. Click     Set field label   hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. If you wish to set a default value for your dropdown, click the    Set default value   option. 
  7. To add options sequentially in the dropdown: 
    • 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. 
  8. To add multiple values at once:
    1. Click Add multiple options hyperlink. 
      1. Quick options : Commonly used options are listed here.
      2. Import from file : You can import options from .txt or .csv files.
      3. Add manually : You can enter multiple options line by line.  
  9. 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 .  


  1. You can create a maximum of 100 dropdown fields in an organization. 
  2. While importing a file:
    1. The file size must be less than 2 MB.
    2. Options in the file must be entered line by line.
    3. Each option must not exceed 50 characters.  
    4. Only the first 500 options are imported. 

Add a user dropdown field 

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  User dropdown  field from the  New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each form. 
  5. Click   Set field label   hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. If you wish to set a default value for your dropdown, click the   Set default value   option. 
  7. 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.   
  8. 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 dropdown fields in an organization.   

Add a date and time field 

  1. Navigate to    and select  Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Date & Time   field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title.   This field is mandatory and must be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. 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 

  1. Navigate to   and select  Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Decimal  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title . Field titles are mandatory and must be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. 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 

  1. Navigate to   and select  Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Integer  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. 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 

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Email Address  field from the  New Fields  tray onto the right panel. 
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. If you want to allow users to enter more than one email address to this field, check the   Bulk Email Addresses  radio button. 
  8. 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 

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Link  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each form. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the form.
  6. 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.  
  7. 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 

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Multi Select   field from the    New Fields   tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each form. 
  5. Click   Set field label   hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. To set a default value for your field, click on the   Set default value   hyperlink and choose values from the dropdown. 
    • Default value dropdown gets populated only after you add options. 
    • The default value gets pre-filled in the form. This value can be edited.    
  7. To add options sequentially in the dropdown: 
    • 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. 
  8. To add multiple values at once:
    1. Click  Add   multiple   options hyperlink. 
      1. Quick   options : Commonly used options are listed here.
      2. Import   from   file : You can import options from .txt or .csv files.
      3. Add   manually : You can enter multiple options line by line.  
  9. 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 
 

  1. You can create a maximum of 30 dropdown fields in an organization. 

  2. While importing multi select values from a file:
    1. The file size must be less than 2 MB.
    2. Options in the file must be entered line by line.
    3. Each option must not exceed 50 characters.     
    4. Only the first 500 options are imported. 

Add a file field  

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop  File  field from the  New Fields   tray onto the right panel.  
  4. Enter a   Field Title . Field titles are mandatory and must be unique in each form.  
  5. Click  Set field label  hyperlink to add field label.  
    • The field is displayed with the label name in the form.  
  6. 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.
 

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

Add a currency field   

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Currency   field from the  New Fields   tray onto the right panel.  
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each form.  
  5. Click  Set  field  label   hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. 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.   
  7. 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.
  8. 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. 

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

Add date field   

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Date  field from the  New Fields   tray onto the right panel.  
  4. Enter a    Field Title.    This field is mandatory and must be unique in each form.  
  5. Click   Set field label   hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. 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.   
  7. 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     

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Checkbox  field from the  New Fields   tray onto the right panel.   
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each form.   
  5. Click  Set field label hyperlink to add field label.   
    • The field is displayed with the label name in the form.  
  6. 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.    
  7. 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     

  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the  Radio Button  field from the   New Fields   tray onto the right panel.    
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each form.    
  5. Click  Set  field  label  hyperlink to add field label.    
    • The field is displayed with the label name in the form.   
  6. 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.     
  7. Enter the options to be listed for the radio button.
    • Click the + or - buttons to add or delete the options respectively. 
  8. 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.  


  1. You can create a maximum of 100 dropdown and radio button fields in an organization. 
  2. 20 options can be added to each radio button field.  

Add a phone number field   

  1. Navigate to       and select     Orchestration    from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Drag and drop the   Phone Number    field from the   New Fields   tray onto the right panel.  
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each form.  
  5. Click    Set  field  label       hyperlink to add field label.  
    • The field is displayed with the label name in the form. 
  6. 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.   
  7. 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.
  8. 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. 


  1. Phone number field allows the usage of braces '()' and hyphens '-' along with numbers.
  2. You can create a maximum of 10 phone number fields.
  3. 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.  
  1. Navigate to   and select   Orchestration  from the menu.
  2. Click on the orchestration to be edited. 
    • You will land in Step 1: Create Form. 
  3. Click the  Add Line Item button. 
    1. A line item block appears in the right panel. You can customize the title of this block.
  4. Click the  Add Field  hyperlink and select a field from the list of custom fields.
    1. To reuse fields used in other forms click  Unused Fields . This option will be available only if line items are used in other forms.
  5. Fill the field properties and click  Ok .
  6. Similarly, add required columns to the table and click  Save .     
 

  1. Only four line item blocks can be added to each form. 
  2. When adding records to line items in cards, only 100 rows can be added. 
  3. 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. 
  4. You can also remove fields from the line item using the  Remove Field  option. These fields will be moved to  Unused Fields 
  5. 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. 
  6. 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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