You can learn how to create a new Form Field from this article.

Text fields are versatile and can store various types of information, including:

• Names
• Descriptions
• Alphanumeric values such as IDs and codes

While this field type does not have a character limit, it is best suited for shorter text entries. If you need to store large blocks of text, consider using the Note Field instead. To learn more about Note Fields, refer to the following tutorial:

Note 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.

Configuring a Text Field 

To set up a Text field in your app, follow these steps:

• Add a New Field: Click the Add Field button to open the Field Type selection window.

• Select Choice Type: From the list of available field types, choose the Text option.

• Configure the Field: After selecting the Text field, proceed with the configuration settings as needed.

1. Name

Enter a name that best describes what the text field is for.

2. Description

This is optional if you would like to provide more clarity on the purpose of the field.

3. Hint

Option to provide more context for the user. On the form, your team members will see an 'i' that will display the help text when hovered over.

4. Section

Select the section in which the field will be created or keep the default option.

Advanced Settings

If you check the 'Show Advanced Settings' box you'll be presented with more options.

1. Full Width

Decide if you like the field to take up the the full width of the form.

2. Help Text

You can use this to help explain what kind of text you would like to be entered into this field. By default, the field will be left blank.

3. Default Value

You can assign a default value for all new records. Team members can override this value if necessary.

4. Validation Rule

A Validation Rule ensures that user input follows a specific pattern or format by enforcing predefined conditions. This field typically utilizes regular expressions (Regex) to validate data accuracy. When a user enters information, the rule checks compliance with the set format before accepting the input. Additionally, a tooltip (info icon) provides a link for users to learn more about Regex syntax and how to apply it effectively.

5. Case Sensitive

You can make the field case-sensitive. 

6. 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. 

7. Calculated

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

8. Required

Enable the 'Required' checkbox if the information for this field is mandatory. If you enable this option, every time a team member creates a new record, they will need to input text on this field to save it. 

9. 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. 

10. Max Length

By default, there is no max length for a text field. You can set one here if needed.

11. Emoji

You can enable the use of emoji in your text boxes. 

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

Unique Field

Text fields can be configured as unique, preventing duplicate entries in the system. If a field should contain only distinct values, it's recommended to mark it as unique.

For example, setting an Account Name as unique ensures no duplicate accounts are created. If a team member tries to add an account with an existing website, they will receive a warning indicating the duplication. This helps maintain data integrity and prevents redundancy.

You can learn how to Import Data to a Unique Field right here.

To know more about Unique Fields, read this article.

Changing a Field's Type

In Servis.ai, once a field is created, its type (e.g., text, number, date, boolean) cannot be modified directly. This limitation helps ensure data consistency and prevents errors that could arise from incompatible data formats.

If you need to change the type of an existing field, you’ll need to follow these steps:

• Create a New Field: Go to the Form Fields tab on your App's Settings and create a new field with the desired type (for example, switching from a text field to a number field).
• Deactivate the Old Field: Once the transition is complete, you can choose to delete the original field or simply hide it from views to avoid confusion.