Fields

The tab is intended for customization of fields. Fields are the main used units for questionnaire compilation and allow you to customize them flexibly.

The field table consists of the following columns:

Name	Description
Field ID	Unique identifier of the field in the platform
Field type	Field type
Code	The code assigned to a field will be displayed in the Documents section and can be used in the document template shown to the user during the KYC process.
Comment	Internal comment for administrators (displayed when editing questionnaires)
Title	Field title
Validation	Field validation condition
Updated	Date and time of the last field setting change

The Create field button is used to create a new field. When you click on the button, a sidepage opens with the possibility to configure the field. Any field can be edited by clicking on Edit next to it:

After clicking the button Create/Update in the sidepage, the changes will be applied to the field.

Field types

When creating or editing a field, you can set its type - Type field. Depending on the field type, the composition of its settings will vary.

Settings that are common to all field types:

Name	Description
Localization	Field composition in the selected language. Applies to the language selected by the user in the settings.
Title	Title of the field.
Code	Field code. Used to substitute the field in documents.
Comment	Field comment (visible only to administrators).
Help text	Help text that appears when hovering over the question mark icon next to the field.

Fields and individual settings for them:

The Input field type allows you to enter a value based on its validation type: The Validation setting is mandatory and allows you to select the type of input values accepted by the field. The following validation types are available:

• Phone - the setting accepts only phone numbers as input.

• Number - the field accepts only numeric values. If you select this type of validation, you will be able to select the minimum (Min value) and maximum (Max value) values in the sidepage.

• Date - the field accepts only date values. When entered, a calendar is displayed to the user with the ability to select a date from it. Subtype values can be selected for such a field:

  • Any date - any date.
  • Today or future - Today or any date in the future.
  • Today at the latest - Today or any date in the past.
  • Yesterday at the latest - Yesterday or any date in the past.
  • At least X years before today - At least X years before today.
  • At least X years from today - At least X years from today.
  • At least X months before today - At least X months before today.
  • At least X months from today - At least X months after today.
  • At least X days before today - At least X days before today.
  • At least X days from today - At least X days after today.

• Text - any values are available. When selecting this type of validation, the platform offers to set the maximum length of the message in the field - String length.

• Email - The field only accepts email input.

• Regular expression – allows you to enter a regular expression that will be used to validate the field input. When selecting this type, you can also add an Error text, which will be displayed to the user in case of incorrect input.

Please note! If you select options with X time, the X (years/month/days) field becomes available to specify the number of days/months/years respectively.

Field type Text area - is intended for text input:

The String length setting allows you to specify the maximum length of the message in the field.

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The Select and Radio field types are selectors with the ability to select one of several response options:

The Add item button allows you to add multiple answer choices with the option to select one of them.

The Allow custom option checkbox adds an empty field to the selector where the user can specify their own value.

For this type of Select field, the Help text section is not displayed.

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The Multi Select and Checkbox group field types are multiple-choice selectors:

The Add item button allows you to add multiple answer choices with the option to select one of them.

The Allow custom option checkbox adds an empty field to the selector where the user can specify their own value.

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The Files field type provides the ability to upload a file to the questionnaire.

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The Checkbox field type adds a checkbox to the questionnaire: The Default value field allows you to set whether the checkbox will be enabled by default.