Overview

Predefs (Predefined values) create groupings of data options that can be added to drop-down fields within the form. Predefs can be created in the Predefs setting page, or on the fly in the Change Predef window while editing a Form Field.

To add and edit Predefs, got to Settings > Predefs.

Table of Contents

1 Overview
2 Predef Properties
- 2.1 Name
- 2.2 Values
  - 2.2.1 Label
  - 2.2.2 Value
  - 2.2.3 Yes/No
3 Create Predef
4 Edit Predef
- 4.1 Duplicate Predef Values
- 4.2 Reorder Predef Values
- 4.3 Delete Predef Values
5 Delete Predef
6 Archiving Predefs
- 6.1 List of Forms using Predef

Predef Properties

Name

The name of the predef.

The name of a predef must be unique.

Values

Labels and values must be unique.

Label

The label represents the value’s name that is displayed to users who interact with it.

When a predef is used for a drop-down field on a form, the options listed in the drop-down will be the labels.

Value

When a predef is used for a drop-down field on a form and it is mapped to output, the value is the data that is sent to the output.

Yes/No

Selecting this option will prepopulate the predef’s value with standard “yes” and “no” values.

You can use Yes/No checkbox to automatically default values and labels to use for checkboxes and yes/no drop-downs.

Create Predef

To create a new Predef:

At the top of the page, click “Create” to create a new Predef.
Fill in the required fields (Name, Label(s) and Value(s))
If you’d like to add more predef options, click “Add new Value to Predef”
Click “Save”

Edit Predef

To edit a predef, click the button.

Changing/Deleting Predef values on a live form with active applications may break the form for existing applications. If possible, please refrain from deleting predef values for predefs currently in use to avoid breakage of Form Fields.

Duplicate Predef Values

To duplicate a predef value click the button.

Reorder Predef Values

To reorder predef values, click and drag the button.

Delete Predef Values

To remove predef values, click the button.

Delete Predef

To remove a predef, click the button.

If a predef is currently being used by a form, the ability to delete it will be disabled.

To check which forms are currently being used by forms, please see List of Forms using Predef.

If you wish to remove the predef as a selectable option for drop-down fields, please archive it instead.

Archiving Predefs

To archive a predef so it doesn’t appear as a selectable option for drop-down fields, click the button.

Archived predefs will still function in forms which are already using them.

Archived predefs will appear in the Archived Predefs section.

List of Forms using Predef

To see which forms are currently using a predef, click the button.

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Predefs