Each field type has unique attributes and controls that can be used to make form configuration virtually limitless. A couple examples are changing the size of a field or limiting the length of a number. 

Field properties can be accessed by first tapping on the field you want to work with. This highlights the field gray. Basic properties can immediately be seen on the upper left portion of the screen. 

To see even more field controls, tap the Properties link at the upper left, or swipe from the left edge of the screen.

Note, if there is no field currently selected/highlighted on the canvas, this will open the form properties rather than the field properties.

Depending on the type of field being edited, there are different properties available. See the guide below for definitions.

  • Field ID - System generated
  • Field Type - System generated
  • Name - Name the field something that makes it identifiable in the data extracts and reports
  • Report Label - Allows you to apply a different label to a field if the field name (above) is not as clear to end users.
  • Hidden - This hides the field to end users. As an example, a form might need to have a score attached to each data point, but you don't want users to see the score. These values would only show in data extracts.
  • Source Verification - Check if the field needs to be monitored individually, depending on the study review workflow.
  • Description/Tooltip - Enter text to serve as descriptive help to users entering data.
  • Show in Log - For enrollment and log forms only - enable this if you need the field data to display in a table log.
  • Required - Enable to require the field. Required fields that are not entered by users will create a system query on that field. Note, this is not currently supported on partial date fields. Requiring a partial date needs to be done through a conditional action.
  • Conditional Actions - Tap the link to build/edit conditional actions on the field. Read more about those here.

The Layout properties are common across all field types:

  • X-Position
  • Y-Position
  • Width 
  • Height 

The following are different field types along with their unique properties that can be changed:

Label Properties

  • Text
  • Color
  • Bold
  • Italics
  • Size
  • Wrap
  • Associated Field - This is the data field type, such as a radio select or a text box, that the label will mimic behavior of. It can also be used to export the label with the data variable in the data extracts.

Sketch Pad Field Properties

  • Background Image - Images can currently be uploaded using the website (Image Library found under the Website Host menu) and then accessed in the app form builder to be included on a form. Ability to add images directly on the app is a feature coming soon.

Drawing Attributes

  • Brush Size (1-20)
  • Color (#01FFA4)

Image Library

  • Background Image - Images can currently be uploaded using the website (Image Library found under the Website Host menu) and then accessed in the app form builder to be included on a form. Ability to add images directly on the app is a feature coming soon.

Text Field Attributes

  • Maximum Length (The default is 15 for a text field, 80 for email type field and 1000 standard for memo type field)
  • Size (memo fields)

Bar Code Field Attributes

  • Maximum Length
  • Bar code Field Type

Number Field Attributes

  • Maximum Length - Default value is set at six
  • Numeric Range - Set an acceptable range of values


  • Tick major width - A tick is a horizontal bar on the slider control. The major tick is the widest bar and represents the main scale. The width of the tick will determine how wide the bar is.
  • Tick major height - The height of the Major Tick, will determine how thick that tick will be.
  • Tick minor width - The Minor Tick is the collection of ticks that exists between major ticks. There width is determined by this setting.
  • Tick minor height - The thickness or height of the minor tick is determined by this setting.
  • Number minor ticks - The number of minor ticks represents how many minor ticks will be displayed between major ticks. That number is actually decremented by 1. So if you have 10 minor ticks between major ticks, the 10th minor tick will actually be the next major tick.
  • Space between ticks - The determines how much vertical space you want between ticks. Increasing this number increases the size of the control almost exponentially. Decreasing has the opposite effect.
  • Ball size - The ball is what the user will slide around the control. This determines how big you want that ball.
  • Upper descriptor - The upper descriptor describes what the highest range number will be.
  • Lower descriptor - The lower descriptor describes what the lowest range number will be.
  • Number of steps - Determines how many steps will be placed on the slider control.
  • Step increment - Determines the increment between steps
  • Start step - Determines the starting number
  • Box width - The Score Box is where the results of moving the ball up and down the slider is published.
  • Score label title - This is the width of the box.
  • Hide score box - This is the title within the box. The longer this is, the wider you may want your box.

Date/Time Properties

  • Date/Time Type - Select type of date/time field.  Date and or Time combinations

Radio Properties

  • Field Choice - Tap on link to enter field choices for field
  • Select/Radio Type - Select type of radio field radio or drop down
  • Radio Orientation - Set orientation of horizontal or vertical
  • If the orientation is set to vertical, the Width can also be adjusted. This is helpful when some of the choices contain long strings of text.
  • Radio Size - Set size of radio button to ensure ease of data entry. This is essentially the height of the font of the choices.

Checkbox Properties

  • Text - This is where the label for the checkbox can be added, rather than using a separate label. This is the preferred method for labeling a checkbox as the system will make the label and checkbox behave as a single unit. Note - Forms created on the website will have all checkbox labels separate from the checkbox itself. Users can use the merge feature to automatically have the system make all labels become part of the checkboxes on the form.

Table Properties

  • Maximum Rows - Set maximum number of rows in table
  • Fixed Rows - Select to have rows fixed and displayed when form open


Help Button

  • Header - Set the Text which will display inside the button
  • Height/Width - Set the size of the button
  • Window Size (%) - Regarding the window that pops up when a user taps the button, how much of the screen will the window consume.
  • Webpage URL - To link the button to a custom web page or other external URL. Read more here to create your own custom webpage for linking to custom help buttons.
  • Quick Help Text - Text that will display when a user taps the button. This only functions if a webpage is not being used