Phone Field

How to create a new form field

Contents

1. Navigating to Form Fields
2. Support Phone Number Formats
3. Configuring a Phone Field
4. Phone Fields as a Unique Field

Navigating to Form Fields

Go to Settings > Apps, select the app you'd like to add the field to and select the 'Form Fields' tab.

Supported Phone Number Formats

1. E.164: This is the most widely used phone number format, recommended by the International Telecommunication Union (ITU). It consists of a country code followed by a national destination code and subscriber number.

   For example, a phone number in the United States might be represented in the E.164 format as +1 555 1234567, where "+1" is the country code for the United States, "555" is the area code, and "1234567" is the subscriber number.

2. National Format: Each country typically has its own national phone number format, which may vary in length and structure. National format numbers include the country code and the local area code, followed by the subscriber number.
   For example, a US phone number in national format would be (XXX) XXX-XXXX.
3. International Phone Number Format: This format is similar to E.164 but without the plus sign (+) at the beginning. It includes the country code, national destination code (if applicable), and the subscriber number. For example, a US phone number in international format would be 1xXXXXXXXXX.
4. RFC 3966: refers to a specification document published by the Internet Engineering Task Force (IETF) titled "The tel URI for Telephone Numbers" or "The tel URI" for short. It defines a standard way to represent telephone numbers in Uniform Resource Identifiers (URIs) or Uniform Resource Locators (URLs) for use in various internet protocols. The "tel" URI scheme: It defines the URI scheme "tel:" followed by the telephone number. For example, "tel:+15551234567" represents the phone number "+1 555 1234567".

Configuring a Phone Field 

Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.

1. Type

The field type must be set to 'Phone'.

2. Default Value

If desired, you can set a default value for all new records. Team members will have the option to override the default value if needed. 

3. Calculated

Phone fields can also be calculated. Just enable the 'Calculated' checkbox and add your custom code in the space available for it. 

4. Required

Enable the 'Required' checkbox if the information for this field is mandatory. It means that if you enable this option, every time a team member creates a new record, they will need to input a phone number in this field in order to save it. 

5. Lock After Create

If you enable the 'Lock After Create' as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward. 

Phone Fields as a 'Unique' field

Phone fields can be set up as 'unique'. This means that the system will prevent duplicates of the Phone values from being added to the system. It is recommended to set up the Phone as a Unique field if there shouldn't be any duplicates. It helps prevent team members from adding the same phone for different records.

Once you are done setting your field, click the save button. 

Note: All new fields are added at the bottom of the form.