Default and Custom Field Properties in Forms

Default Fields in Forms

When a new form is created, it will contain a set of default fields. Here's a list of these fields: 

Field Name and Description	Mandatory	Visibility	Edit Properties	Remove Field
Title:  Card's title	Always turned ON	Always turned ON	✓	X
Description: Card's description	Optional	Optional	✓	✓
Team:  The team in the organization which will perform the card	Optional	Optional	✓	✓
Assignee:  The user who will perform the card	Optional	Optional	✓	X
Due On: Due date of the card	Optional	Optional	✓	X
Priority: Card's priority	Optional	Optional	✓	✓
Attachments:  Any attachment related to the card can be uploaded here.	Optional	Optional	✓	✓

1. The properties and permissions of these fields can be edited to suit different forms.
   
2. Default fields cannot be deleted from the form.
   
3. Title, Assignee, and Due On fields cannot be removed from the form. The other default fields, when removed, will be moved to  the  Unused Fields  section and cannot be permanently deleted.
   
4. Assignee field will be populated based on the selected team field. 

Custom Field Properties in Forms

While adding custom fields to forms, users are prompted to declare the properties of fields. Let us discuss the details of each property. 

Field title  

Field title is the actual title used to identify a field across forms.   

Default value  

Predefined value of the field. This value gets pre-filled in the form. It can be overwritten while creating or updating a card.       

Mandatory fields  

Mandatory fields must be filled before the form can be submitted. Enable the button to make the field mandatory to collect any necessary information from the user.    

Field Visibility  

You can choose to hide fields from users when they create new cards. However, the user might be able to view this field in the card details page, depending on their board permission.   

For example, the Score of a candidate will not be available while initiating a hiring process. Hence, it will be much relevant to hide the Score field while creating a new card. However, once the score is available after evaluation, it can be recorded in the Score field available in the card details page. You can also choose to hide this field entirely from certain board users using board permissions.  

To manage the  visibility  of any field, toggle and enable the corresponding button.   

A mandatory field cannot be made invisible.  

Field Encryption or Personal Health Information (PHI)

Confidential user data, like the financial details of an organization, or the health records of patients, can be kept secure using the  Encrypt   option. Encryption converts your text into a cipher (non-readable text) when saving in Qntrl's database.  Toggle the button to enable encryption for a field.   

• Encrypted fields can only be used to set criteria as 'Is' or 'Is Not'.  
  
• You can only encrypt a maximum of 20 fields in an organization.  
• The field types which support encryption are: Single-Line, Date, Decimal, Integer, Email Address, Link, and Currency.  

Masking Fields 

Personal or confidential user data can be hidden from the interface by masking the values with asterisks (*). This can be used to hide sensitive details, like a social security number, credit card number, security questions, and so on. Masked fields will not be encrypted but merely hidden with  asterisks . Users with read permission to the field will only be able to unmask and view the values in masked fields. If you wish to mask a field, toggle and enable the corresponding button.    

• The field types which support Mask are: Single-Line, Multi-Line, Date, Decimal, Integer, Email Address, Link, and Currency.   
  

• Field values will not be masked when displayed during transitions. 

Info Field

Display information about the field as a tool tip or help text. If the field is configured with a default value, only tool tip is supported. Tool tip can be up to 250 characters and help text can be up to 32 characters. You can also preview how the text will appear on the card. 

Learn more about  creating different custom fields  here.

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