Basic Fields

The Basic field type category includes the eight field types pictured below. These field types are primarily text-based or include basic personal information type fields. 

To add a basic field, click on the Basic category on the Add Field Menu and choose a basic field type from the drop-down menu.

adding-basic-fields.png

We will define each of the seven basic field types below.

Text

Text fields are basic field types that stores basic text.

Sample Text Field:

text-field-example.png

Every new data table comes with a default text field if no other fields are defined prior to creating your data table. For instance, a new Customers data table with no added fields will be created with a default text field titled "Customer Name". A new Jobs data table with no added fields will be created with a default text field titled "Job Name", etc.

When adding a new text field, there are several settings you can customize such as those highlighted in the image below.

  1. Name- this is where you can title your text field. For instance, "Project Name" or "Task".

  2. Description- this is where you can provide an optional description of this field for your own reference.

  3. Max Length Type- choose between Small or Medium length type. The default max length is 255 characters, regardless of this setting.

  4. Unique- this is where you can enable whether each text value must be unique. 

  5. Placeholder-this is where you can enter placeholder text to appear within this field's box within forms. Placeholders can be useful for providing instructions, such as "Please enter text here." When a user begins to type within the field box, the placeholder text will disappear and be overwritten. 

  6. Default Form Value- this is where you can add a default value that will display within this field's box on a form at default.   

Long Text

Long Text fields are basic field types designed to hold larger amounts of text. Long text fields are often used for adding description fields.

Sample Long Text Field:

long-text-example.png

When creating a new long text field, there are several settings you can customize such as those highlighted in the image below.

  1. Name- this is where you can name your long text field. For instance, "Job Description" or "Task Instructions".

  2. Description- this is where you can optionally provide a brief description of this field for your own reference. 

  3. Placeholder-this is where you can enter placeholder text to appear within this field's box within forms. Placeholders can be useful for providing instructions, such as "Please enter a description here." When a user begins to type within the field box, the placeholder text will disappear and be overwritten. 

  4. Default Form Value- this is where you can add a default value that will display within this field's box on a form at default.   

Rich Text

Rich Text fields are basic field types that contain HTML or other custom text that can be formatted using a WYSIWYG editor.

Sample Rich Text Field:

rich-text-sample.png

When adding a rich text field, there are several settings you can customize such as those highlighted in the image below.

  1. Name- this is where you can name your rich text field. 

  2. Description- this is where you can optionally provide a brief description of this field for your own reference. 

  3. Placeholder- this is where you can enter placeholder text to appear within this field's box within a form. Placeholders can be useful for providing instructions, such as "Please enter text here." When a user begins to type within the field box, the placeholder text will disappear and be overwritten. 

  4. Default Form Value- this is where you can add a default value that will display within this field's box on a form at default.   

Text Formula

Text Formula fields are basic field types that can combine multiple fields into a single output using a text formula.

For instance, if you have a Property Management application with properties and units, you may wish to combine the Property Name field with the Unit Name field to create a new field with the single output of the full Property and Unit name (example: combine "Property A" with "Unit D5" to form a new field with the single output of "Property A Unit D5"). 

Sample Text Formula Field:

text-formula-example.png

TIP: Text formulas are similar to "CONCAT" in Excel. 

When adding a text formula field, you can customize several settings such as those highlighted in the image below.

  1. Name- where you can title your text formula field. For instance, "Property and Unit Name" or "Trip Route".

  2. Description- where you can optionally provide a brief description of this field for your own reference. 

  3. Formula- where you can define the text formula for this field. 

Let's discuss how to create a text formula for your text formula field.

Say you have an Origin field and a Destination field and would like to combine these two fields to create a new field with a single output of your route (origin to destination). You can accomplish this with a text formula field. To create a new Route field, we'll add a Text Formula field, title it "Route", and configure the text formula to combine our Origin and Destination fields into a single output. 

text-formula-field-1.png

To create the text formula, we'll click on the +Add Field button and select the Origin field. We'll then add custom text to place the word "to" in between our Origin and Destination fields and click Add to add this custom text.

text-formula-2.png

As you can see in the image below, we have so far added the Origin field and custom text of "to" to our text formula.

text-formula-3.png

Next, we'll click on the +Add Field button again to add the Destination field for our final output of "Origin to Destination".

text-formula-4.png

We have just created a new text formula field to combine the Origin and Destination fields into a single output of "Origin to Destination" to display our route. To test this text formula field in action, we can create a simple form in the Page Builder using the Origin and Destination fields. 

When we click Save, we can see our text formula field in action on the live app.

text-formula-5.png

To learn how to create forms and other components in the Page Builder and preview them on the live app, click here.

Person Name

Person Name fields are basic field types designed to store components of a name. By default, a person name field will display as "First Name, Last Name", but this name formatting can be changed within the field's settings if desired.

Sample Person Name Field:

person-name-sample.png

When adding a new person name field, you can customize several settings such as those highlighted in the image below.

  1. Name- this is where you can title your Person Name field. For instance, "Customer Name" or "Employee Name".

  2. Description- this is where you can add an optional description of this field for your own reference. 

  3. Field Format For Forms- this is where you can define the formatting for how the name will display in your forms and other components. By default, person names will appear as "First Name, Last Name", and you do not have to make any changes to this formatting section if you would like to keep this "First Name, Last Name" display. However, if you would like to change the formatting display of your person name field, you can do so by adding and/or deleting name fields within this section. 

For instance, say you want to change the formatting of your person name field to include a middle initial. You would make this change within the Field Format For Forms section. Let's first define the Field Format For Forms section and then walk through how you would use this section to change the name formatting to include a middle initial.

The Field Format For Forms section is divided into 3 parts:

A. This is where you can add fields to your name formatting by clicking on the +Add Field button and choosing a field from the drop-down menu. There are four name formatting fields to choose from: Title, First Name, Middle Name, and Last Name. 

B. This is where you can delete or rearrange the order of fields as you would like your person name field to be displayed. As the default person name formatting is "First Name, Last Name", these two fields are already listed here at default.

C. This is where you can label your field outputs as you would like them to be displayed.

To change the formatting of your person name field to include a middle initial, you would click on the +Add Field button and select  the "Middle Name" field.

add-middle-initial.png

As you can see in the image below, a "Middle Name" field has been added to your person name formatting.

person-name-field-2.png

You would now drag the Middle Name field to your desired order location- in between the First Name and Last Name fields.

person-name-field-3.png

Lastly, you can change the label for the Middle Name field to display as "Middle Initial" to prompt for the person's middle initial rather than full middle name. You can then click Save to save this new person name field with your custom name formatting.

person-name-field-4.png

To test your new person name field in action, you can create a simple form in the Page Builder using your person name field. When you preview your form on the live app, the form will prompt for a Contact Name with First Name, Middle Initial, and Last Name. 

middle-initial-in-form.png

When you enter a person's name and click Save, you can also view how the name will display in a table component view as a single value of first name, middle initial, and last name.

eS0middle-initial-in-table.png

Email

Email fields are basic field types that store email addresses.

Sample Email Field:

sample-email-address-field.png

The email field is one of the default fields included in the default Users data table that comes with each new app. 

When creating an email field, it is important to select the email field type (rather than a text field type) as the email field type unlocks your application's powerful email functionality, including the ability to send automated emails from your app.

When creating a new email field, there are several settings you can customize such as those highlighted in the image below.

  1. Name- this is where you can title your email field. For instance, "Email Address". 

  2. Description- this is where you can optionally describe your email field for your own reference. 

  3. Unique- this is where you can enable whether each email record must be unique. 

  4. Default Form Value- this is where you can add a default value that will display within this field's box on a form at default.   

Note: Email fields come with a default, built-in validation rule. This default validation rule verifies whether there is an "@" character between at least two alphanumeric characters. If there is no "@" character between at least two alphanumeric characters, the submission will be considered invalid and a default error message, "Please enter valid email address" will display. 

You can customize this validation rule as well as set additional validation rules within the settings of your individual forms.

Address

Address fields are basic field types designed to store components of a geographical address. 

Sample Address Field:

sample-address-field.png

When creating a new address field, there are several settings you can customize such as those highlighted in the image below.

  1. Name- this is where you can title your Address field. For instance, "Business Address" or "Home Address".

  2. Description- this is where you can add an optional description of this field for your own reference. 

  3. Field Format For Forms- this is where you can define the formatting for how the address will display in your forms and other components. By default, an address field will display as "Address, City, State, Zip", and you do not have to make any changes to this formatting section if you would like to keep this default display. If you would like to change the formatting display of your address field, you can do so by adding and/or deleting address fields within this section. 

For instance, say you want to change the formatting of your address field to include a Country. You would make this change within the Field Format For Forms section. Let's first define the Field Format For Forms section and then walk through how you would use this section to change the address formatting to include a country.

The Field Format For Forms section is divided into 3 parts:

    A. This is where you can add fields to your address formatting by clicking on the +Add Field button and choosing a field from the drop-down menu. There are seven address formatting fields to choose from: Address, Address Line 2, City, State, Zip, Country, and Latitude & Longitude. 

    B. This is where you can delete or rearrange the order of fields as you would like your address field to be displayed. As the default address formatting is "Address, City, State, Zip", these fields are already listed here at default.

    C. This is where you can label your field outputs as you would like them to be displayed. For instance, you can change "zip" to "zip code" or "city" to "city/municipality". At default, "address", "city", "state", and "zip" will be the default labels unless otherwise changed. You can change the display labels for all address fields within this Labels section, except for the "address" field which will display as the name you choose within the first Name setting of the Address Field. 

    Now that we've defined the Field Format For Forms section, let's demonstrate how you would create a new address field with a special formatting of adding "Country" to the address field formatting.

    First, you would give your address field a name, such as "Home Address". To change the formatting of your address field to include a country, you would then click on the +Add Field button and select the "Country" field.

    add-country-field.png

    The Country field will be added as the last field in the list of fields. Typically, this is when you would rearrange the order of fields by dragging the newly added field to the desired location among the other fields. However, as "Country" is typically the last value listed within an address, you would probably leave the newly added Country field in its current order. Additionally, you would leave the display label for your new country field as is to keep the display name of "Country". Once you have made all your desired configurations, you can click Save to save your new address field.

    add-country-and-save.png

    To test your new address field in action, you can create a simple form component in the Page Builder using your new address field. When you preview your form on the live app, the form will prompt for a home address, city, state, zip, and country.

    home-address-with-country-form.png

    When you enter an address value within the form and click Save, you can view how your address field will display in a table component.

    address-with-country-table.png

    Special address field features

    Address fields have several built-in features that are unique to this field type, including a link to Google Maps, address auto-complete, and the map component.

    Link to Google Maps

    When you hover over an address value within a table component, the address will appear as a clickable link that when clicked, will open up in a new window with the location in Google Maps.

    google-maps-2.png

    Address auto-complete

    When you begin typing an address within the address field box within a form, auto-generated address suggestions will popup based on your input. 

    Map Components

    The map component is specifically designed for location referencing and uses address fields to geographically track your app's address values. 

    The map component features multiple powerful and dynamic tools to track your app's locations, including list views, popup up detail windows, and custom color tag and icon indicators. You can learn more about the map component and all its functionality within the components section of this manual. 

    Phone Number

    Phone Number fields are basic field types designed to store phone numbers.

    Sample Phone Number Field:

    business-phone-number-sample.png

    When adding a new phone number field, you can customize several settings such as those highlighted in the image below.

    1. Name- this is where you can title your phone number field. For instance, "Business Phone Number" or "Home Phone Number".

    2. Description- this is where you can optionally describe this field for your own reference.

    3. Unique- this is where you can enable whether each phone number value must be unique. 

    4. Placeholder-this is where you can enter placeholder text to appear within this field's box within forms. Placeholders can be useful for providing instructions, such as "Please enter a phone number here." When a user begins to type within the field box, the placeholder text will disappear and be overwritten. 

    5. Default Form Value- this is where you can add a default value that will display within this field's box on a form at default.   

    6. Phone Number Format- this is where you can change the formatting display for your phone number field as you would like it to appear in forms and all other components. The default phone number formatting is (999) 999-9999, and this default formatting will remain as is unless otherwise changed within this setting.

    If you wish to change the display formatting of your phone number field, you can choose an alternative formatting from the following list of  currently available phone number formats: 

    • Default (no format)
    • (999) 999-9999
    • 999.999.9999
    • (99) 999 9999
    • (99) 999 99999
    • (999) 99999-999
    • +99 999 999 9999
    • +99 (0)999 999 9999
    • 99 9999 9999
    • 9999 999 999
    • (999) 9999-9999
    • 99 99999 9999
    • 99.999.999
    • 99.99999999.9
    • 99 99 99 99 99
    • 99 9 99 99 99 99 99
    • 99 999 99 99
    • 99 99 999 99 99
    • 999 999 999
    • 999 99 999 9999
    • +999 999 999 999

    If your desired phone number format is not listed above, please contact support by emailing support@tadabase.io.

    Within a form component, the phone number format will display as placeholder text.

    When viewing phone number values within a table component, the phone number will display as a telephone link. This can be especially useful when phone number values are viewed on a mobile device.