[Navigation] Global Search > Utilities > Form Builder
[Accordion] Overview
At the core of the Form Builder are Fields, the fundamental building blocks that define what kind of data a form collects (such as text, selections, dates, or file attachments) and how that data is presented to users.
All available Field Types are listed in the left panel of Form Builder.
You can select or drag and drop fields, adjust their settings, and arrange them visually to create forms that fit your operational or clinical needs. Each field type controls what information users can enter, how it appears on the form, and any rules that apply to it.
[Accordion] Standard Fields
Use these fields to capture basic text or numeric data directly from users.
[[img:text_fields >> bg:lightgrey]] Textbox: Displays a single-line field for short text entries, such as names, IDs, or titles.
[[img:crop_3_2 >> bg:lightgrey]] Memo Without Format: Displays a multi-line text field for longer responses. This field supports plain text only and does not allow formatting
[[img:variable_add >> bg:lightgrey]] Memo With Format: Displays a multi-line text field that supports rich text formatting, including Bold, italics, text color, highlight color, and additional formatting options, allowing users to enter detailed and well-formatted content.
[[img:counter_1 >> bg:lightgrey]] Counter: Displays a running numeric value, commonly used to automatically number items or track a sequence as entries are added
[[img:timer >> bg:lightgrey]] Timer: Records a time interval, making it useful for tracking durations such as session length or time spent on an activity
[Accordion] List Fields
Use these fields to present a selectable list of options, either entered manually or pulled from a Data Source, and display them as dropdown menus or selectable lists.
[[img:arrow_drop_down >> bg:lightgrey]] Dropdown: Displays a single-select list of predefined options, making it ideal for standardized inputs such as Gender or Status
[[img:lists >> bg:lightgrey]] List Box: Displays a list of values, allowing users to select multiple options simultaneously
[[img:lists >> bg:lightgrey]] List Box With Table: Displays a list of values in a table-style layout, making it useful when each item includes multiple related details
[Accordion] Date/Time Fields
Use these fields to record dates and times accurately with easy-to-use date and time pickers.
[[img:calendar_month >> bg:lightgrey]] Date Picker: Lets users select a date from a calendar picker, ensuring consistent date formatting
[[img:calendar_month >> bg:lightgrey]] Date Time Picker: Combines date and time selection into a single field, ideal for timestamped entries
[[img:schedule >> bg:lightgrey]] Time Picker: Allows users to select or enter a specific time value
[Accordion] Label Fields
Use these fields to add static text or headers that provide structure to the form, helping to organize, label, and clarify different sections for easier readability.
[[img:label >> bg:lightgrey]] Label: A text field used to display static information, such as instructions, notes, or field descriptions for users
[[img: subheader >> bg:lightgrey]] Section Header: A distinctly large label used to separate the form into sections for easier reading
[Accordion] Link Fields
Use these fields to add clickable links to other pages or sections within the form for smoother navigation.
[[img:link >> bg:lightgrey]] Hyperlink: A clickable link that opens an external website or a shared network path
[[img:add_link >> bg:lightgrey]] Navigation Link: Allows users to quickly navigate to another ClinicTracker form or report, making it easy to cross-reference information within the system
[Accordion] Grid Fields
Use these fields to collect repeatable, tabular, or grouped data, including file attachments.
[[img:format_list_numbered_rtl >> bg:lightgrey]] Repeating List: Use this field to capture multiple entries of structured data within a single form, without having to create separate fields for each entry. It's especially useful when the number of items or observations isn't fixed.
Example: Log multiple observations during a therapy session, like symptoms, behaviors, medications administered, or goal updates, when the number of entries varies based on the patient’s treatment duration or care plan.
[[img:grid_view >> bg:lightgrey]] Grid View: Use this field to display and capture multiple records in a table format, ideal for collecting a fixed/known number of rows with predefined elements.
Example: Record substance use for a fixed set of substances we know we want to collect data on.[[img: draft >> bg:lightgrey]] File Attachment: Allows you to attach one or more files (documents or images) to the form, with optional details such as File Name, Description, or Date Uploaded
[[img: ad_group >> bg:lightgrey]] Groupbox: A container that groups related fields together, helping to organize complex forms into clear, logical sections for easier navigation and completion
[Accordion] Digital Signature Fields
Use these fields to securely capture and validate digital signatures from staff or patients, ensuring compliance with legal and organizational requirements while maintaining the integrity of the signed information.
[[img: signature >> bg:lightgrey]] Digital Signature: Use to capture a staff member's electronic signature
[[img: ink_pen >> bg:lightgrey]] External Signature: Use this field to capture a signature from someone outside the system, such as a patient, guardian, or external party. It allows them to provide authorization or consent securely and electronically.
[[img: signature >> bg:lightgrey]] Digital Signature List: Collects multiple signatures from various staff members, such as clinicians, supervisors, clinical directors, and other relevant parties
[Accordion] Other Fields
Use these fields to enhance the form’s layout and interactivity, helping organize content visually and guide users through the form more effectively.
[[img: priority >> bg:lightgrey]] Checkbox: A toggle field that allows users to select between two options, such as Yes/No or True/False
[[img: horizontal_rule >> bg:lightgrey]] Horizontal Line: A visual divider that helps separate and organize different sections of the form for clearer structure and readability
[[img: public >> bg:lightgrey]] Web Content: Embeds web content, like an external webpage, video, or dashboard, directly within the form
[[img: image >> bg:lightgrey]] Image: Displays a static image within the form, useful for adding visual references, illustrations, or branding elements
[Accordion] FAQs
[Q] If I established a grid with several line items, how can I enter a formula to add the values across a series of fields in the grid?
[A] Data Formulas cannot be applied directly within a Grid. The Form Builder instead provides a set of predefined formulas, such as Sum, Min, Max, and Avg, that are available for individual text boxes inside the Grid. These options become accessible only when the text boxes are configured to accept numeric values. You can then place an additional text box below the Grid View and assign one of these predefined Data Formulas as needed.
[Q] Why am I unable to save the Default value for a field in the Form Builder?
[A] This occurs when the Default Value doesn’t exactly match an item in the Data Source. Make sure the value matches an existing item exactly, including spelling, capitalization, and spacing, to save successfully.
[Q] Can I customize the behavior of a field?
[A] Yes, most fields allow customization such as default values, validation rules, labels, required status, and formatting options.
[Q] How can I improve form layout?
[A] Use containers, headers, dividers, and visual elements to structure the form and guide users.
[Accordion] Related Articles