Forms contain fields that prompt users for content. You can pull in data from form fields into generated reports. Fieldguide supports multiple field types, each designed to handle a different kind of content and offering specific editing and formatting options.
Text field: Use this for a single line of text, such as a client company's name.
Formatted text field: Use this for multiple lines of text that require formatting, such as a paragraph describing a company's background.
Image field: Use this to insert images into a document, such as a client's logo.
Add a field to a form
To add a new field, follow these steps:
Insert a new Field.
Enter a name for the field.
Select the Field Type from the dropdown menu.
The steps for entering content into a field vary based on the field type.
Enter content into text fields
Enter any single-line text directly into the field. Text fields do not support formatting.
Enter content into formatted text fields
Enter text into the field and use the formatting toolbar to apply styles such as headings, lists, bullets, and tables.
Add bullet points to formatted text fields
You can format and adjust bullet points using the toolbar and keyboard shortcuts:
Add a bullet point: Select Bulleted list from the toolbar.
Indent a bullet point: Select Increase indent from the toolbar or press Tab.
Decrease the indent level: Select Decrease indent from the toolbar or press Shift+Tab.
Add tables to formatted text fields
You can insert tables directly into formatted text fields. The formatting you apply inside the field overrides any formatting applied to this field in your report template.
To create a table without borders, set the following border properties in both the table and cell properties:
Style: Solid
Color: White
Width: empty
Best practices for tables
Remove any hard-coded
widthorheightdimensions from the table, row, and cell properties. This allows your word processing application (e.g., Word) to automatically pick the appropriate table dimensions.
Set the first row as a header row. If the table spans multiple pages in your generated report, Microsoft Word will repeat the header on subsequent pages.
Enter content into into image fields
To populate an image field, follow these steps:
Select Upload Image.
Upload a .jpg, .gif, or .png file.
Set the image dimensions. This step is required to generate the image tag for your report template.
Add an image placeholder to a report template
Use the following steps to add a placeholder to your template:
Set the image dimensions in the Form Field.
Copy the image placeholder and paste it into the template.
Copy the image tag and paste it into the Alt Text field in the template.