Page Comparison

AttachFile

Places an attachment icon next to a field, allowing a user to upload an attachment file to that field

AttachTitle

Sets the title text of the attachment window for a field (i.e. "Please upload a copy of your ID here"). Must be set to a field which also has the "AttachFile" attribute assigned.

BackColor

Sets the background color of a field (hex color code)

Calc Override

When a field is calculated by combining other fields together (e.g. FullName is the combination of FName, MName, LName) then setting the Calc Override property to TRUE will cause the field to not be calculated and whatever value you supply to the field to be used instead (for more on Calculated Fields, see here)

Default Value

Sets a value that will always be displayed in a field upon generating the form (can be edited by the user)

FieldType

Set the field to a pre-determined field type (month, week, time, or email)

Format

Set the format of a field (i.e. phone numbers, dates, zip codes, etc.) using numbers, alpha and alphanumeric placeholders and default characters.

• Use a for alphabetic letter placeholders

  • Example: Use the format aa-aaaa if sending over data like “ABLSPD” to make it appear like SBAB-LSPD on the form.

• Use # for numeric placeholders (Do not use # for Date fields. See below instructions for Date fields.)

  • Example: Use the format (###) ###-#### if sending over data like "8001234567" to make it appear like (800) 123-4567 on the form.

• For Date fields:

  • When sending over a date without a timestamp, you can use either of the following formats:

    • MM/dd/yyyy

    • MM-dd-yyyy

  • When sending over a date with a timestamp, you can use either of the following formats:

    • MM/dd/yyyy should be used when including a timestamp after the date field (e.g. 08/19/2017 12:17:55 -0400).

    • yyyy-MM-dd when including a timestamp before the date field (e.g. 2017-08-19 12:17:55 -0400).

Hidden

Adds a field to the form as a Hidden HTML input type. Often used for internal tracking such as assigning a Transaction ID and passing data to the form so it can be submitted without showing the data to any users.

Mask

Causes the characters a user types into a field to be displayed as stars (similar to how passwords are displayed when logging into a website)

ReadOnly

Setting a field as ReadOnly will not allow a user to edit the value in it - it can only be read

RegEx

Set a Regular Expression rule for the field - a sequence of characters used to define a search pattern for that field

Required

Setting a field as Required creates a red outline around the field, highlighting it's importance on a form, and will not allow a user to submit the form until the field has been populated

RequiredByRefField

This is a conditionally required field. Setting a field to RequiredByRefField will only require the user to populate this field when another field name has a value.

RequiredByRefFieldValues

This attribute requires the RequiredByRefField property to be set. If RequiredByRefField is set, this optional setting determines the value in which the field becomes required.

Semi-Required

Sets the field to required on the first submit event only. Similar to Required, but instead of outright blocking a user from submitting a form until the field has been populated, the user will be able to submit the form the second time they click 'submit', even if the Semi-Required field is not filled out. The first 'submit' block essentially acts as a reminder to optionally fill out the Semi-Required fields.

Visibility

Sets the visibility of a field. Unlike the Hidden attribute the field must exist on the form and is not added at run-time.

AltDataButton

Adds an alternate data button next to the field (for more about Alt Data Buttons, see here)

DropDownList

Converts a text field into a drop-down list of values. If set, users must select one of the displayed values when filling out the form.

NOTE: Enter the list of values separated by commas.

NOTE: In order to create a blank value, begin the list with a comma (e.g.: ",Income,Balanced,Growth & Income" would result in a list of values that are blank when the form first loads, and then would appear in reverse order within the drop down). It would look like this:

NOTE: In order to apply a 'Required' rule to a DropDownList field, follow above example to begin list with a comma (in order to load the field with blank value).

OptionalEsignField

This DocuSign configuration allows you to set signature fields as optional during the E-Sign process.

To configure in the Quik! Forms Enterprise Manager:

1. Specify a field name

2. Choose Attribute Type: OptionalEsignField

3. Enter Attribute Value: true

To configure programmatically: Refer to this article: How to Configure Optional Signature Fields