Field Types

The following types of fields can be selected:

Short Text: This is the default. It is a simple textbox entry where you can enter in either text or numbers. It will be limited to 255 characters or digits.

Long Text: This is a larger, multi-line textbox that can be used to enter in paragraphs of text. There is no limit to the data that can be entered into this box.

Number: This is a small textbox for entering in numbers only. Fractions can be entered.

Date/Time: This is a dropdown date selector. You can also enter in a time after the date.

File: This lets the user upload a document or other file.

Yes/No: A checkbox that lets the user select Yes or No.

User: A dropdown list where the user can select another user from the list.

Dropdown: A list of options from which the user can select one. The options are specified in another setting (Dropdown Options), and each option is separated by a pipe character "|".

Radio Buttons: This is the same as above, but the options will be displayed in radio buttons instead of a dropdown list.

Asset: A dropdown list where the user can select a pre-defined Asset, configured in the Assets list.

Edit Custom List Record:  This turns the field into a dropdown selector of a record in the associated custom list. When you have a field of this type, it makes the entire form edit the selected custom list record. When the checklist is finished, the changes will be applied to the selected record.

Choose Department: Lets the user select a department from the list of available departments. This can then be used to assign the checklist to the selected department in the subsequent checklist item.

Sub-Form: This is for creating an optional nested form inside this form. Once selected, a Sub-Fields link will appear which you can click to add in the fields that will appear in the sub-form.

Sub-List: Similar to Sub-Form, but allows for multiple nested-forms to be added by the user. For example, an invoice form may have a sub-list for the line-items of the invoice.


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