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
|
✓
|
✓
|
-
The properties and permissions of these fields can be edited to suit different forms.
-
Default fields cannot be deleted from the form.
-
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.
- 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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