Add an Element tab

You can use the Add an Element tab of the Form Editor to select elements and drag them to the appropriate location on the form.

In this tab, you work with two kinds of elements:

  • General Elements, which include the Attribute Group Header
  • Custom Elements

Attribute Group Header

You can add group headers to group the fields on the form. When you add a group header, you specify its properties, then drag it onto the form. The following table describes the properties for a group header:

Property Description
Group Internal Name Internal name of the group.
Group Display Name The label that is displayed to users on the form.
Description Descriptive text for the group; this is useful for determining the purpose. This text is not displayed to users.
Show Group Heading Determines if the Group Display Name is shown on the form.
Group Layout Determines whether the group is displayed in one or two columns. The value of this property sets the form layout until the next group header on the form appears.

Custom Attributes

You can add custom attributes to the form.

You must first create custom attributes; the custom attributes you create are only available on the current form.

The following custom attribute types are supported:

Type Description
Text - Single-Line Text field allowing users to enter a single line of text.
Text - Multi-Line Text field allowing users to enter multiple lines of text.
Single-Select Enumerated field, allowing a user to select one value from a list. The choices are driven by a hardcoded list of options you specify when creating the attribute.
Single-Select Database Same as the Single-Select attribute, except that the list of choices is loaded from a database table that contains valid items.
Single-Select Database Attribute reference Represents a single property (column) from a row in the lookup table that is used by the parent SSDOR attribute.
Single-Select Database Object reference Extends the capability of an SSDB attribute, and provides users the ability to create attributes that represent an entity with multiple properties.
Multiple-Select Database Same as the Single-Select Database attribute, except that you can choose more than one item from the list.
Searchable Multiple-Select Database Extends the capability of the Multiple-Select Database attribute by searching and selecting large values at one time.
Yes/No Boolean field, allowing a user to select one of two values. Can appear in any of the following ways:
  • Check box
  • Drop-down list
  • Radio button group
Date Select Date selector, where the user can enter a date or select a small calendar from which to choose a date.
Integer Numeric field, allowing users to enter whole numbers.
Float Numeric field. You can specify the number of decimal places.
Money Numeric field, allowing users to enter currency values. The system uses the localized currency symbol. You can specify the precision (number of decimal places) for the field.
User-Select Creates a user selector, which is populated (from Platform) with all system users. You can use this attribute where the value should come from a list of users.
List of Lists Special type of multi-select attribute that displays all of the lists of a field marketer in a multi-select format.
Hidden Used to pass the ListID and Username properties from a Campaign flowchart that is brought into Collaborate as a form.

You can also use this type to create a field to which you assign a default value that you do not need users to see, for example, a field that is used only for reporting.

Note: Note the following:
  • Each attribute type can be displayed with different controls as indicated by the icon in the list.
  • To create an attribute, click Add custom attributes on the Add an Element tab.