Customizing Company Data points

Step-by-Step Guide to Customize Company Data Fields

Form Fields Customization

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Scope:create new fields or update the form configuration of existing fields with various data types.

Here’s an explanation of each data type:

  1. Text Field: A single-line field used to enter short text, such as names or titles.
  2. Text Area: A multi-line field for longer text input, such as descriptions or comments.
  3. Number: A field that only accepts numeric values, used for entering quantities, prices, or any numeric data.
  4. Phone Number: A field designed specifically for phone numbers, typically formatted to handle country codes, area codes, and digits.
  5. Date: A field that allows users to select a date from a calendar or manually enter a date.
  6. Radio: A group of mutually exclusive options where the user can select only one value from the list.
  7. Checkbox: A field that allows users to select one or more options from a list of choices.
  8. Toggle: A binary field that can be switched between two states, such as “On” or “Off.”
  9. Range Slider: A slider that allows users to select a value within a specified range, useful for inputs like price ranges or ratings.
  10. Email: A field specifically for email addresses, with validation to ensure the input matches the format of an email.
  11. File: A field that allows users to upload files, such as documents, images, or other media.
  12. Dropdown: A field where users can select one option from a predefined list, presented as a dropdown menu.

Preview and Save Configuration

  • Preview Form: You can preview the form to see how it will appear after applying the changes.
  • Save Configuration: Once you’ve created or edited the field configurations, use the respective actions to save your changes, ensuring the updates are applied to the form.
  • You can change the order of the fields on the form by adjusting their sequence to suit your preferences.

CLick on configure form fields 

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Add fields into the form

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You can drag and replace form fields sequence

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Click any icon to create 

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Click on Preview

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CLick on save to save configuration changes made

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