Configure fields, validations and files

Types of fields

Category	Types available
Base	short text, e-mail, phone, number, date
Choice	drop-down list, single choice, checkboxes, yes/no box
Advanced	long text, file

Field properties

You can define in particular:

• wording;
• key generated from the wording;
• indicative text;
• help;
• compulsory;
• order;
• options for lists and choices.

Validations

Depending on the type, the manufacturer can adjust:

• minimum and maximum length;
• minimum and maximum numerical value;
• grounds for validation;
• accepted file types;
• maximum file size, 5 MB by default in the manufacturer.

Good practices

• use explicit wording;
• make only what actually blocks treatment mandatory;
• explain the expected format;
• limit files to the necessary types;
• use a validation pattern only if you can test it;
• keep the key stable after using the form.

Reasons for validation

Too strict a pattern can block a valid data. Test several examples before enabling the form.

Check

Test:

1. a valid form;
2. an empty mandatory field;
3. an off-limit value;
4. an accepted file;
5. a rejected file;
6. the message of success.

Example: qualify a support request

Configure:

Field	Type	Validation	Why?
E-mail address	E-mail	Mandatory	Allows to find the applicant and answer.
Priority	Drop-down list	Normale, Élevée, Bloquante	Avoids free answers difficult to sort.
Description	Long text	Minimum 20 characters	Force a workable description of the problem.
Screenshot	File	PNG/JPG, maximum 5 MB	Provides a visual context without accepting unnecessary files.

The type controls the form of the data, the validation protects the quality of the value and the mandatory character indicates what is necessary to process the request. Test a valid value and a rejected value for each rule before activation.