FORM BUILDER ELEMENTS

What's covered:

• What are the 3 Golden Rules of form building?
• What is a Masking element?
• How do I add a Phone Number element on my form?
• How do I add a Social Security Number element on my form?
• How do I add a Zip Code element on my form? 

WHAT ARE THE 3 GOLDEN RULES OF FORM BUILDING?

The 3 Golden Rules of form building are:

• Always test your form before going live.
• Data column names must be unique to the form, and database friendly.
• DO NOT change Input Type, Data Size, or Encryption for an element on a live form. If data has been collected in an element, and any of those are changed, the data collected in those elements will be lost.

Click here for more information on best practices. 

What is a Masking Element?

The Masking element makes it easy to enter common information such as phone numbers, social security numbers, and zip codes. It also allows you to customize the layout of the data captured in an element, according to your needs.

Refer to the List Below for masking in iFormBuilder:

Using these input masks will only allow for the type of input specified.

# - Only allow for Numerical Input

9 - Optional Numerical Input

A - Allows for entry of Character and Numerical Input

a - Optional Character and Numerical Input

? - Only allow for entry of Character Input

How do I add the Phone Number element to my form?

The Phone Number element is used to capture localized phone numbers.

PLEASE NOTE: Use the masking capabilities to get the most out of this element. The mask can also be customized to meet your specific needs.

To add a Phone element to your form, please follow the instructions below. 

STEP 1. With your form loaded in the Form Builder, click the Phone button from the left-hand menu.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. From the Element Properties tab, you can change the type of Keyboard users will see on his or her device as well as customize the format of the phone number (if necessary).

STEP 4. Save your form.

How do I add the SSN Element to my form?

The SSN element is used to capture data in the U.S. Social Security number format. The mask can be manipulated to meet other data needs as well. 

To add the SSN element to your form, please follow the instructions below. 

STEP 1. With your form loaded in the Form Builder, click the SSN button from the left-hand menu.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. From the Element Properties tab, you can change the type of Keyboard users will see on his or her device as well as customize the format of the phone number (if necessary).

STEP 4. Save your form.

How do I add a Zip Code element to my form?

The Zip Code element is used to capture U.S. Postal codes. Users can configure the masking capabilities to meet other data needs as well.

To add the Zip Code element to your form, please follow the instructions below. 

STEP 1. With your form loaded in the Form Builder, click the Zip Code button from the left-hand menu.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. From the Element Properties tab, you can change the type of Keyboard users will see on his or her device as well as customize the format of the phone number (if necessary).

STEP 4. Save your form.

Download the form package below which uses the examples in this article!