Short Text
  • 21 May 2024
  • 7 Minutes to read
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Short Text

  • PDF

Article summary

Short text controls are intended to capture brief information that only needs to be configured once. Customization options are available for this control to support different kinds of data, including phone numbers, email addresses, URLs, passwords, and short text entries. Administrators can also determine whether a field is required or optional, set character limits, and configure validations for entry requirements.

A glance at the Short Text control!

Figure: Short Text as seen by Application Designer

Figure: Short Text as seen by End User

Let's explore the following use-case.

Use Case
User Persona: Application Designer
Solution
NovaTech organization requires end users to input their phone numbers in the new employee onboarding forms for accurate communication. To achieve this, Sam must drag and drop the Short Text control on the form canvas. He can configure the control to accept a phone number from the end users. Also, add mandatory validations to ensure phone number is entered before submitting the form. Additionally, security measures can be applied to safeguard the entered information. 

Configure Short Text 

Short text control can be dragged and dropped on the form canvas and configured as per the organizational needs. 

To configure Short Text control, perform the following steps:

  1. Navigate to Form Designer > Design Form > Controls.

  2. Expand Form Controls to locate the Short Text control.

  3. Drag and drop Short Text control on the design canvas. Hover over the added control to access the Settings and Delete icon.
    The Short text control page is displayed.
    Figure: Short Text Settings
     
  4.  Click Settings to configure the Short Text control. 

On the Settings pop-up window, the following tabs can be configured. 

Properties

Below are the 'General Properties' for the short text control, followed by specific details about each field.
Figure: Properties

Field Description

This table contains the list of fields and their descriptions that are available under the Properties tab: 

FieldDescription
General

Title

Specify a unique name for the Short Text control. This name identifies the Short Text control in the form.
For example: Username, Phone Number, Email Address, etc. 

Subtitle

Specify the text which you want to display just beneath the Title. You may use it to describe the purpose of the control or the way it should be used.

Render as

Select from the drop-down to determine the behavior of the control. 

  • Diary Field: Can be configured to function as a messaging interface.
    Figure: Diary field as seen by end user

  • Email: Can be configured to input email address.
    Figure: Email as seen by end user

  • Password: Can be configured to input password. 
    Figure: Password as seen by end user

  • Telephone: Can be configured to input phone numbers. 
    Figure: Telephone as seen by end user

  • Text: Can be configured to input general text area. 
    Figure: Text as seen by end user

  • URL: Can be configured to input any URLs or websites. 
    Figure: URL as seen by end user
Edit ModeThe text field can be made as Write or Read-only.
If it is selected as Write, the field can be edited by the administrator.
If it is selected as Read, the field is read-only and cannot be edited. 

Informative

Help TextProvide a help text that guides the end users on how to fill out the field.
For example: "Enter email address.", "Enter a phone number."

Rich Text

Select it to enable the help text as a rich text format. It allows formatting like bold, italicized, color to the text, etc. for the help text. 

Figure: Rich Text

Watermark 

Type in the watermark text that should appear in the text box field providing a hint or example of the expected input.

Tooltip

Add a tooltip that displays when the user hovers the mouse cursor over the short text field. 

Advance

Below are the 'Advance Properties' for the short text control, followed by specific details about each property.
Figure: Advance

Field Description

This table contains the list of properties and their descriptions that are available under the Advance tab: 

FieldDescription
General

Include as Filter

If enabled, the respective control is available as a filter option on the Form Designer list page of the application.

Include as a column in grid view

If enabled, the respective control is available in Grid view on the Form Designer list page of the application.

Is clickable?

If enabled, a pop-up window with text is displayed.

For example: The pop-up window with Text, URL, Email address, Password or Telephone will be displayed.

Include in TemplateIf enabled, the short text field can be included in the export template for the form.

Validations

Validations ensure that the data entered into the field meets specific criteria or requirements. Application Designer can add pre-built validations to save time and effort by ensuring data accuracy and completeness without the need for custom rules. These offer a standardized data validation method across forms, reducing errors and improving data reliability.
Figure: Validations

Field Description

This table contains the list of fields and their descriptions that are available under the Validations tab:

Field Description
Tenant
  • Select All Tenants from the dropdown if the validations should be applied to all the tenants, regardless of the tenant selected in the admin or transaction form.
  • Select the desired tenant from the drop-down if the validations should be applied to the specific tenant.
The validations added for a specific tenant will always precede common validations. 

Short Text should be

Mandatory Select the Mandatory from the drop-down to make the control a mandatory control. It ensures that this field must be filled out before submitting the form.
Hidden Select the Hidden from the drop-down to hide the control. It ensures that this field must be hidden if it contains any personal information.
DisabledSelect the Disabled from the drop-down to make the control a disabled control. It makes the control read-only and prevents any changes or inputs.
Specific CharactersSelect Specific characters such as alphabets, Numeric, Decimals, and Special Characters.
Less thanSelect the less than from the drop-down to set a limit for characters in Short Text.
More thanSelect the more than from the drop-down to set an upper limit for the characters in Short Text.
Unique Select Unique from the dropdown to make the control a unique field for specific tenants.
Allow CharactersSelect the allowed characters from the drop-down to allow special characters and symbols in Short Text.
Below Conditions MeetSelect this option if you want the validations on the control to be triggered based on a specific condition(s).
Figure: Conditions

Configure the conditions using the following fields:

Field: Choose the field from the dropdown list to which the condition applies.

Operator: Select the appropriate operator from the dropdown list, which varies based on the selected field type.

Value: Define the value for the chosen field, determining when the condition should be triggered. 

  • For non-referenced fields like short and long text, enter the value in a text box. 
  • For referenced fields such as single choice and tree control, select the value from the respective field type.
    Figure: Below Conditions Meet


  • Use  icon to add more conditions.
  • Use  icon to delete conditions.
Every Time

Select Every Time if you want to display this control always without any specific conditions.
Figure: Every time

Appearance

This tab helps you to customize the short text control's appearance through appearance properties, enhancing user experience and reinforcing brand identity.

Figure: Appearance

Field Description

This table contains the list of fields and their descriptions that are available under the Appearance tab:

FieldDescription
Text

Font Type

Select the desired font from the drop-down menu to customize the Short Text control.

Font Color

Select a font color from the color palette to enhance the visibility and aesthetics of the Short Text control.

Font Size

Select the desired font size to your preference for better readability and presentation for the Short Text control.

Font Style 

Select either Bold, underlined, or Italic font style to emphasize specific text within the Short Text control.

Security

The Security tab ensures data security and privacy by applying restricted access or encryption to sensitive field data, providing only users with authorized roles can access or modify it.

Figure: Security

Field Description

This table contains the list of fields and their descriptions that are available under the Security tab:

Field Description 

Restrict field access

Enable this option to ensure that designated roles possess exclusive viewing or editing privileges for the content within the Short Text control, thereby restricting access to authorized users only.

For example: In expense management, the short text area labeled "Receipt Number" is where users enter the special identification number linked to each expense receipt.  
For this field, the Application Designer sets restricted access to guarantee data security and compliance. The "Receipt Number" field may only be viewed and edited by the "Finance Analyst" in charge of processing expenses; other users do not have access to change this field.

Encrypted

Enable this option to ensure sensitive information remains secure and confidential by making it unreadable without the appropriate decryption key. 

For example:Sensitive personal data is contained in the "Patient ID" field of a healthcare application. The "Patient ID" field is encrypted by the Application Designer in order to protect patient privacy and comply with laws such as HIPAA.  

This indicates that a secure procedure was used to encrypt the data in this field, rendering it unreadable without the right decryption key. To ensure patient confidentiality and data security, only authorized healthcare professionals with the required permissions can access and read the decrypted "Patient ID" data. 

To know more about Form Security, refer Form Security.


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