Customising a Form's Fields

Users logged in with the built-in administrator ID can use Design mode to change field labels on a form and specify which fields are mandatory. Note that the Design function is not available in all module forms in the web application; if you want to change field labels and the Design button is not available, you can use the desktop application to make the change.

To use design mode:

1. Click Design on the form. The Design form lists all fields on the form.

2. Change the Label Text as desired.

3. For each field you want to make mandatory on the form, select the check box in the Mandatory column.

4. For any field that you do not want to appear on the iTrak interface, select the check box in the Hidden column.

5. Optionally, specify Default Text for field labels.

6. The Custom Validation column (currently only available on the Subject form), allows you to define custom field validation rules to control data entry or formatting (described below).

7. Click OK to close the form.

Defining Custom Field Validation Rules

Field validation rules (available on the Subject form only) allow you to control the types of data entered into text, date, email, and zip code fields (i.e. not fields that have a dropdown list or check box options).

Examples: text must not include numbers; phone numbers must be in a given format; a date must be before (or after) a specific date, etc. Some errors will result in a customizable message to the user to prompt correct entry, while other rules direct iTrak to automatically format the data (e.g. with an initial capital letter).

The Design form includes an additional Custom Validation column; each field that can have validation rules displays True (if validation rules have been defined for that field) or False.

Click the … button to the right of the field to access the rule options. Options vary depending on the field type:

Validation Rule Type

Procedure

Text Format

Select the Text should be in a given format check box.
Select a suggested format next to the Zip Code Format field, or enter any combination of N or A to define your own format.
Edit the validation failure message if required.

Show example

Free Text

Indicate if the field should not contain numbers or specific characters, and edit the validation failure messages if required.
To automatically format entries regardless of user input, select one of the Force Upper Case options.

Show example

Date

Use the "Date value" check boxes to restrict entry based on the date, or use the "Age" check boxes to restrict entry based on the age calculated from the date entered.

Show example

If email validation is turned on, the entry is checked to include the @ and domain (e.g. name@company.com).
Edit the validation failure message if required.

Zip Code

There can be different rules according to the Country selected in the profile. For each country:

Select the Country.
Select a suggested format next to the Zip Code Format field, or enter any combination of N or A to define your own format.
Each country can only have one rule entry; if you want to support more than one format for a country, enter them in the Format field separated by a vertical line. For example, to allow a Canadian postal code to be entered with or without the space, enter ANA NAN | ANANAN.
Edit the validation failure message if required.
Click Add to add the rule to the table.

Show example

All rule types include an option to allow the user to proceed with a warning even if their input does not pass the validation rule.