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Field Types

Field types are defined in the form family using both skeletons and properties to determine how the form will behave and the type of information that it will store.

The various styles of field types include visual elements, single or multiple value input fields, containers to hold other fields and control buttons such as to submit a form. Each field type has the ability to contain complex validation.

In most cases it makes sense to create a new field type by copying an existing one that is most like the desired result.

If creating a new field type from scratch the best approach is to build it up bit by bit. Usually this means creating the HTMLSkel skeleton first without using any field type properties. Once this HTML (and JavaScript if required) is complete then properties should be gradually added to allow the desired functionality. The next stage is to then consider if any object type definition is required. If so the ObjTypeDefSkel skeleton should be created next. Next validation needs to be considered. Normally it is easiest to concentrate on the client side validation first by creating the ValidationSkel skeleton. If the values collection by fields of this type need to generate text in the read only form rendering used in Emails then a ROHTMLSkel should be created.

Copy a Field Type

To copy a field type, right-click on it and select "Copy this field type". While the original field types cannot be edited directly, you are able to edit your copy.

Create and Edit a Field Type

The original field types cannot be edited, you'll need to make a copy first. To create a new field type, right-click on the Field Types folder and select "Create a field type".

There's a more detailed look at the skeletons that make up a field type in the An Introduction to Form Families and Skeletons reference article.

Each field type has the following options.

Name Description
NameA unique identifier for the field type
LabelThe label displayed for the field type in the forms designer
DescriptionA short description of the field type
CategoryDetermines which section of the designer toolbox the field will appear in
IconThe name of a 16 x 16 pixel gif image to be used to represent the field type. This must be stored in the cstreeicons/fieldtypes folder. The file button.gif in his folder provides a generic default
Valid ContainersThe container field types into which this field type can be placed in the forms designer. The container called "top" represents a field that can be dragged onto any empty form
Help TextThe help text available to users in the forms designer
Parent FamilySelect the family your new field type will be added to 
Containersets whether or not this field type can be used as a container for other fields
HiddenThis option is not currently used
CompositeTrue if this field type will submit multiple values
Stores DataTrue if the field will store data as an iCM object
DisabledTrue to disable the field so it doesn't appear in the designer

Delete a Field Type

To delete a field type, right-click on it and select "Delete this field type". Be very careful when deleting any items in a form family as it could cause some forms to stop working when they are next published.

Importing an Exporting Field Types

To export a field type, right-click on it and select "Export this field type". The exported xml file can be imported into another iCM by right-clicking on the root FAMILIES folder and selecting "Import a form family or field type".

Forms Using a Field Type

The "Show content using this field type" option in the action panel of the field type editor generates a list of all of the forms using this field.

Last modified on March 06, 2020

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