Configuration options for the components
Before learning about the various components Form.io provides, it's important to first understand the settings behind these components. While many components offer unique settings specific to the component type, there are many settings that span across the majority of components. These settings are referred to as General Settings. Below is a list of these settings organized by setting type.
Settings that modify the front-end UI of a component. The Display setting tab will be the first tab open when editing the component settings.
The front-end name for the component. By default, the label will display at the top left of the field.
The label location of the component. The Lable Position will default to the Top option, but several other options can be selected:
- Top - The Label will display left aligned on the top of the component
- Left (Left-aligned) - The Label will display to the left of the component and aligned to the left of the component width span.
- Left (Right-aligned) - The Label will display to the left of the component and aligned to the right of the component width span.
- Right (Left-aligned) - The Label will display to the right of the component and aligned to the left of the component width span.
- Right (Right-aligned) - The Label will display to the right of the component and aligned to the left of the component width span.
- Bottom - The Label will display left-aligned below the component
When the Left or Right Label Position alignment options are selected, the label width and margin settings will become available. These options allow for padding to be added to the respective position of the component which will create space space between the label and the component. The width and margin values are based on the field's span percentage on the form.
Use the label position when formatting your form in a grid-like fashion or to save vertical space on your form.
A short descriptive text that describes the expected value that the user should enter in the field. The Placeholder will display when the field is empty and will not be submitted to the server when the form is submitted.
Use the Placeholder as helper text for users filling out the field.
Add a Description that will display below the field. This setting can be used as an alternative to the Placeholder or in addition if further details are needed for the field.
Use HTML in the setting field to style the content of the Description
Adding content to the Tooltip setting will add a new UI element to the field represented by a question icon next to the field label. The content inside the Tooltip setting will display when a user hovers over the UI element. Tooltips are a great way of providing detailed instructions or helper tips without taking up space on your form.
Use HTML in the Tooltip setting field to style the content inside the Tooltip.
The Prefix setting adds text or characters before the input field. This can be used to categorize or label a field, like using $ for currency.
The Suffix setting adds text or characters after the input field. This can be used to categorize or label a field, like using % to represent a percentage.
Apply unique styling and formatting to your fields by adding Custom CSS Classes. Form.io utilizes Bootstrap as the default CSS framework for the renderer. Below are examples showcasing a few different Custom CSS Classes you may find useful and the class code.
Configure the Tab Index attribute of this component to override the tab order of the form. Setting the tab order for all components on the form gives you control over the entire tab order of the form.
Enabled by default, input fields will automatically populate data from values previously entered by the user dictated by the cache of the user's browser. Input the off value inside the setting field to disable.
Hidden components do not display on the form but are still part of the form JSON and submission. This setting can be helpful when calculating data that should not be visible to the front-end user
Hides the label of a field. Save vertical space on a form by hiding the field label and utilizing other display settings such as a Placeholder to identify the field.
Masks the input of the field by replacing characters with circle characters often seen on password fields. Use this setting when handling sensitive data such as a Tax ID or Social Security Number.
When the form is rendered, the component with Initial Focused checked will be the focused element on the form.
Only one component on the form should have the Initial Focus setting enabled. If more than one component on the form has the Initial Focus setting checked, only the last component in the JSON structure with the setting enabled will be focused on the form.
The Disabled setting will prevent users from focussing and inputting data into the field. Use Disabled fields in conjunction with Calculated Values to prevent a user from altering calculations or populated values.
Disabled fields will always display in gray
When the Table View setting is checked, the field and underlying data will display within the Submission Data Grid of the form. "Data is always saved on the server, whether or not the setting is enabled.
Adjust the Table View settings for each component in your form to streamline the submission grid in the Form's Data tab, ensuring that the most relevant data is displayed when reviewing submissions.
When this setting is enabled, the field is replaced with a button, that when clicked, launches a Modal Window to input and edit field data.
UI of the Modal Edit window when a field with this setting is selected
Enable this setting for a layout component to contain a multitude of fields inside a single modal window.
Data settings primarily pertain to how data is configured, interacted with in relation to other field data, or stored on the server. Use Data Settings to accomplish things like setting a default value or configuring data calculation.
The Multiple Value setting introduces an Add Another button below the field and allows the user to add or remove multiple rows of a component. Data is saved as an array within the submission.
Sets the default input value for the field which will display in the field when the form is rendered. If left unchanged, the default value data will be saved with the submission.
This setting will determine how the field data will be stored. Below are the following options for the Persistent setting. The default setting is set to Server:
Server: The Front-End WILL submit the data to the backend, and the backend WILL store the value
Client-only: The Front-End WILL NOT submit the data to the backend, and the backend WILL NOT store the value.
This can be beneficial when the server needs to intercept data for workflows such as logic or calculations, but there is no need or desire for the data to be stored.
None: The Front-End WILL submit the data to the backend, but the backend WILL NOT store the value.
Use this setting if client-side logic is needed on the form without the requirement of sending or saving the data to the server.
This setting will prevent the field data from being queried from an API call. Check this setting if an extra layer of protection is needed for sensitive data.
Index the field within the database to increase server-side performance when querying submissions.
Removes any unnecessary spaces between words or characters within the field.
Adds a server-side Encryption layer to the field. This is a two-way encryption not suitable for passwords.
Refresh the component when a specific change occurs. The Redraw setting dropdown will offer options to redraw the component when any change occurs on the form or when a specific field on the form changes selectable within the setting dropdown. Use this setting when interpolating data for calculations or logic when dynamic changes occur form.
Clears the field value if the field becomes hidden on the form. This setting is on by default and is the typical value behavior you would when showing/hiding components. Uncheck this setting if the field value should be retained and subsequently re-displayed when using conditional logic
Check this setting if you would like to run your calculations on the server side. This is useful if you wish to override the values submitted on the back-end with the calculations performed on the server.
Allows input data to override any calculations set on the field.
By default, the field value cannot be entered when a calculation is set on the field. Check this setting if you would like users to override the field calculation and set their own value.
Settings found in the Validation Tab relate directly to the configurable Front-End and Back-End validations for the field. Validation covers settings such as required fields, unique data, min/max requirements, custom validations, and custom error messages.
Determines when the field's front-end validation will occur based on the option selected:
Change - Validation will actively trigger any time there is a change in the field. This is the default option for every field.
Blur - Validation will only trigger when the field is no longer focused.
Use the Blur option on fields that require a certain format to ensure validation is not triggered until the user has completed the data input. EG Email field
The Required setting is represented by a red asterisk next to the field label and forces the user to enter a value before the form is submitted or the user progresses to the next page of a Wizard form.
Upon submission, a query is done on the back end to ensure the data entered into the field is unique.
Apply this setting to an Email field on a registration form to ensure the address being entered has not been submitted to the database.
The Minimum or Maximum length requirement the field value must meet. This behavior changes depending on what component the setting is being applied to.
String (EG Text Field, Text Area) - Determined by the number of characters entered in the field
Number - (EG Number, Currency) - Determined by the numerical amount entered in the field
Array (EG Data Grid, Edit Grid) - Determined by the number of arrays or rows added to the grid
Use the Minimum / Maximum length on Data Grids or Edit Grids to determine the number of rows a user can add or remove. The minimum value will result in the grid rendering that specific number of rows when the form is displayed.
Often referred to as Regex, this setting allows you to apply a pattern (or filter) that details a set of strings that must match the pattern. With a Regex Pattern set, the string must match the pattern before the form can be submitted.
Change the field name displayed within the validation message when validation is triggered.
Use the Error Label when a field has a long label or name to shorten validation messages.
Write a Custom Error Message that overrides the default front-end validation message displayed on the form when validation is triggered.
Set different custom error messages for multiple errors. For example, you could set up multiple error messages to communicate a required field and a min/max amount of characters (in contrast to “Custom Error Message”, which only allows you to set one error message for all errors).
Component settings found in the API Tab contain Back-End settings such as the field's Property Name as well as custom properties that can be set such as HTML and Tags.
The back-end field identifier for the API endpoint. This field is auto-populated in camelCase based on the initial Label given to the field. Each field's Property Name must be unique on the form before the form can be saved.
Use the Property Name when referencing the field via API or conditional logic.
The Field Tag inherently does not provide any kind of functionality to the field, however, the tag can be used or referenced inside the application layer to facilitate different workflows or used to trigger within workflow logic in the form.
Apply Custom Properties to the field.
Apply HTML Attributes / Properties and programmatically reposition PDF fields.
Provide a map of HTML attributes for the component's input element.
Attributes from other component settings or other attributes generated by form.io take precedence over the configured HTML Attributes.
These settings allow the user to programmatically control the field position on PDF First Forms as well as custom styles. Use the margins to fine-tune overlay component locations on your PDF Forms.
Style: Custom styles applied to the component when the PDF is rendered. Page: The PDF page the component will display on Left: The Left Margin of the component location within the PDF form defined in pixels. Top: The Top Margin of the component location within the PDF form defined in pixels. Width: The width of the component in pixels. Height: The height of the component in pixels.
Apply identical height measurements to all PDF overlay components to ensure a consistent height across all overlay components on the PDF form.
Create intelligent workflows using Form.io's Conditions and Logic system. Show or hide your fields, merge component JSON schema, conditionally set field settings, and more, all based on user interaction on the form.