A field represents a column within an object. They are attributes that describe the records. Common examples are name, address, date, and ID. Each field has a name, data type, and may have other additional properties.

After adding an object, you can create a field and configure its properties to define its role and functions.

Table of Contents

• Create a field
• Configure basic properties of a field
• 1. Define the label
• 2. To assign a description
• 3. Configure display properties of a field
• 4. Assign a placeholder
• 5. Enter an initial value
• 6. Help text
• 7. Define a formula
• 8. Set the show settings
• 9. Check validity on field entries
• 10. Set the field width
• 11. Enter the sequence
• 12. Configure the edit properties of a field
• 13. Set the validation properties
• 14. Make the field required
• View details of a field
• Edit a field
• Delete a field

Create a field

To create a field:

1. Open Settings from the User menu.
2. Select Fields from the Data menu.
3. Click +Add New from the top header to create a field.

To create a field from an object:

1. Open Settings from the User menu.
2. Select Objects form the Data menu.
3. Select object from the list.
4. Click +Add New Field at the header of the Fields section

Configure basic properties of a field

The basic properties of a field describe the field and are the details of how the field is identified. These properties are configured upon creation of the field.

Assign the field a data type:

The field’s data type defines the function of the field in your app. Below is a list of data types you can use. To set the data type: 1. Tap on the Data Type dropdown 2. Select from the list.

1. Define the label

This is the name of the field that is visible to the user Input a column name:

Each field has a name. This is the name used by the application to identify the field. In most cases this should match the column name in the underlying data structure.

2. To assign a description

Type the desired information into the description field. This is an optional value used to describe the field to system administrators. The description will be displayed only in the field details for system admins.

3. Configure display properties of a field

The display and edit properties determine the behavior of the field. Utilize these properties to customize your field. These properties can be configured upon creation of the field or edited later on.

4. Assign a placeholder

This is a value for the user that explains the expected format of the data entered, either a sample value or a description of what is expected.

5. Enter an initial value

The initial value is the default that is automatically set when a record is created. Users have the option to override the initial value unlike a formula. Type the desired text or numeric initial value into the Initial Value field, or open the Expression Builder from the field to enter an expression.

6. Help text

Help text assists in directing the application user. It is the information offered to describe the purpose of the field and is displayed on the screen when the user hovers over it.

7. Define a formula

The formula will auto-update the value of this field when the row is modified. Unlike the initial value, users cannot manually edit the value in this field. Type the formula directly in the field or open the Expression Builder to enter an expression. Check the Apply Formula To Existing Records box to immediately apply this formula to all existing records.

8. Set the show settings

Use show and show if to specify the audience and conditions under which the field should be displayed. By default, the Show option is enabled, meaning that the field will be visible to all viewers wherever it appears. Disabling this option hides the field throughout the application for all users. To hide the field, uncheck the “Show” checkbox. If you want the field to be visible to only certain users or in specific contexts enter a Yes/No expression into the Show If field.

9. Check validity on field entries

The “Valid If” is a condition expression the determines whether the user input for the field is acceptable. If the data does not meet the constraint, it may not be saved, or if filling out a form, the user may not be able to proceed. The “Invalid Error” field is the message that is displayed to the user when the Valid If constraint is not met.

10. Set the field width

11. Enter the sequence

12. Configure the edit properties of a field

13. Set the validation properties

Check the “Require” checkbox to require user input for this field. Required fields must be completed or selected by users. The field will be marked with an asterisk and will see an error message if they attempt to proceed without entering the necessary information. If filling out a form, the user will not be able to submit if the field is not filled out.

14. Make the field required

View details of a field

To view the details of a field:

1. Open Settings from the User menu.
2. Select Fields from the Data menu.
3. Tap on the name of the field you want to view.
4. Tap on the properties tabs to view the configurations.

Edit a field

To edit a field:

1. Open Settings from the User menu.
2. Select Fields from the Data menu.
3. Find the field in the list you want to edit.
4. Tap on Edit button, you must have edit options on the field in one of the permission sets assigned to your user role.

Delete a field

To delete a field:

1. Open Settings from the User menu.
2. Select Fields from the Data menu.
3. Tap on the Delete on the field you want to delete.

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai