Learn what types of fields you can adjust in document templates to meet your business needs.
In a document template, the functionality of each field is based on two entities: the template field and the data source (table or view) field. Every template field type and data source field type provides different functionality that you can mix and adjust to achieve the desired outcome.
You can map the following document template field types with data source fields:
|Text||Area for entering text. The field can have the Comb property that divides text into single character segments.||None|
|Checkbox||Option where the user can choose to select a value or not. Used for Boolean data, such as True/False or On/Off.||None||If your document template has several checkboxes that answer one question in the PDF form, map them with a single table field with a List data type that contains these values. Learn more.|
|Radio button||Set of options displayed as round buttons where the user can choose only one item.||Choose a field that provides a value that is propagated by the template field in the available values list.||For two radio buttons, as a best practise, use the Yes/No field type, and then format the field to get the values that you need. If necessary, you can apply custom formatting to assign any value to both “Yes” and “No” options. Learn more.|
|Dropdown||Expandable list of values where the user can choose only one item or add a custom value.||Choose a field that provides a value that is propagated by the template field in the available values list.||For Dropdown, Multiselect listbox, and Singleselect listbox, use List data type fields so that you can define the specific options that users can choose in these fields in the generated PDF document.|
|Multiselect listbox||List of values where the user can select one or more items.||Choose a field that provides a value that is propagated by the template field in the available values list.|
|Single-select listbox||List of available values from which the user can select a single item.|
If the field that you map does not provide any value or provides a value that is not allowed, the default value is used.
Note: You cannot map the Password data type.
Based on the PDF document that you upload as a template, some attributes of the document template are not editable, including:
- Template field types and names
- The order of fields in the list
- Settings of non-supported field types
Note: Field types that are not supported are still editable in the PDF document that you generate based on that template. The only limitation is that you cannot edit their settings or formatting.