πŸ—ƒοΈFields

Now that several of your users are associated in the same team, it is time to create the form that they will have to fill in to add data to the database. To do this, you must specify all the fields that will make up this form.

As a reminder, here is the targeted infrastructure :

Example of the targeted infrastructure for the end of this demo

Create a new field

SCAN allows you to create new fields in your team. To do so:

  1. Go to Field Management > Fields

  2. Add field

  3. Fill in the form and click on Add

The example below shows the creation of a list field, which will be displayed on the site and the application. This field is a descriptive value.

Here are the details of the form:

The orange and red fields are particularly important and often a source of error. Pay special attention to them.

Field
Description

Field's title

The title of the field that will be displayed

Field's placeholder

The placeholder is an indication to inform the user on the right way to fill the field

Field's Data type

Allows you to define the type of field (short text, long text, number, date, check box)

Field's weight

This allow to define how the field is important regarding the duplicate calculations.

Field's requirement state

Allows you to qualify the importance of this field. The more the field is required, the more it will be highlighted in the form.

Field's activation status

Allows you to define whether the field is activated or not. Three options are available: Disabled, Website, Website & App. Disabled: Disables the form field

Website: the field is only available on the website Website and App: the field is available on the website and on the mobile application

Is that a descriptive value ?

Allows you to define the field as an important value. The field will then be displayed in the Person summary table. There can be more descriptive value in a form.

Is that the best descriptive value ?

A best descriptive value is the most important field. It is thanks to this field that the person is identified.

It can only have one best descriptive value per form.

Often we define the full name as the best descriptive value.

Depending on the selected datatype, contextual fields can appear

Contextual datatype field

Depending on the selected datatype, contextual fields can appear :

  • List : you must select the associated list

  • 'Rangeable' types : some datatype are 'rangeable', it means, you can define a range of value instead of a specific value. If the datatype is 'rangeable' you can choose to activate or not this range by selecting the 'Add a range to this field ?' option.

If the 'Add a range to this field ?' option is not displayed, it is because the datatype you have selected is not considered as rangeable.

If you think that this datatype should be considered as a rangeable one, please let us know.

Once you are satisfied with your fields, you can test the creation of a person directly in the namesake tab.

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