How to create a new form field
In this tutorial, we will cover the following topics:
The Location field is similar to the Text field in the sense that it allows for alphanumerical values, however, it is meant to store addresses. On the form side, as you start typing the field will attempt to autocomplete the address and will provide a few similar options for you to choose from.
It stores all of your location data in one place. This helps to simplify your form and detailed view of individual records.
Navigate to Form Fields
Go to Settings > Apps, select the app you'd like to add the field to and select the 'Form Fields' or 'Form Builder' tab.
Create a New Field
Click on 'Add Field' if you're in the Form Fields tab or the '+Add' button in the Form Builder tab to add a new Field. Choose the Location Field type in the Addresses section.
Configuring Location Field
1. Field Name
Give your field a name and add a field hint and description if desired.
2. Section
Select the section in which the field will be created or keep the default option.
3. 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.
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 date for 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.
Once you are done setting your field, click the save button.
Note: All new fields are added at the bottom of the form.
Using the Location Field: Entering a New Location
When you enter a new location the system will automatically pull and save additional location attributes. Things like:
- Country
- State
- Zip Code
- Longitude and latitude
Location Based Filters
Another benefit of using the location field is FreeAgent will then generate other location-based filters for you to use in your applications.
In this example, I have a record that contains a location as well as a shipping and billing address.
Because I have a location I now have access to more detailed location information I can use in my views and filters.
These can be applied to my filters, my views, and even my reports. They are automatically generated when you have a location-based field in your form.
Note:
The location fields in the system are integrated with Google Maps, which does not support PO Box addresses due to engine limitations.
Workarounds:
- Update the Address field via an import to bypass the limitation and enter the PO Box directly.
- Create a custom text field specifically for the PO Box to avoid restrictions from the Google Maps integration.