This article is a reference of custom fields used to compose digital forms in Easy Busy Pets. A form is a collection of one or more custom fields.

When you update a form in Easy Busy Pets, you can add or make changes to custom fields, of which there are 12 defined:

Each field needs to be setup into the form. 

Selecting one of the 12 pre-defined custom fields, you will be presented with a series of controls which enables you to define how the individual field will behave within said form. Those controls are all displayed in one window, and logically subdivided into two Sections:

  1. General Settings
  2. Field Specific Settings

General Settings

There are three possible users (manager, staff, pet owner) editing the form and consequently you need to define how they can interact with each custom field:

  • Name - The title of the custom field. Examples: "Pet Birthday", "Phone Number", "Gender", etc.
  • Description - Each field in a form can be complemented with an extra description below the entry to the field.
  • Mandatory Field Entry - Making it mandatory for a user to fill out the custom field (ex. you can make "Phone Number" mandatory).
    • Required input - Manager needs to fill out when coming across this field.
    • Required for Staff - Worker needs to fill out when coming across this field.
    • Required for Clients - Pet owner needs to fill out when coming across this field.
  • Who can view - Some fields should not be viewable by a category of users. For example, a text field that records an incident, a behavior issue, tentative dog training notes about a pet is usually not made public to the pet owner. Here you can enable and disable the ability to view this field. 
  • Who can edit - When a field cannot be updated by a category of users. For example, if the field is an eSignature, you don't want your Staff to be able to sign it off on behalf of your clients.

  • Info card - If enabled, and this custom field has been filled out by a user, then the field entry will be shown in the appointment. Specifically, if the form housing this custom field is a client [or pet] form, then the corresponding custom field entry will show under the client's [or pet's] name. The info card is a powerful feature, and is often used as an "index card" or supplementary details to the "kennel card" defined in the appointment form.

Field Specific Settings

Each custom field has a unique look & feel and behavior. Creating a custom field, and scrolling past the general settings lands us on those specific settings:

1. Text (one line)

  • Minimum / Maximum length - A number greater or equal to 0 indicating the minimum / maximum number of characters a user can enter in this custom field.
  • Default value - If any, you can include a default entry in a text box by defining it here. For example, if your text field needs at least an "Not Applicable" as an entry, then you can put that down as a default so that the user doesn't have to type it out.

2. Checkbox

  • Label position - The check box has a title that can be to the left ("Before") or to the right ("After") of the check box. 

Here's an illustration of how these two settings affect the look & feel of a checkbox:

3. Text (multi-line)

Options are the same as a one line Text custom field.

4. Numbers

Offers an input with whole number format (ex. -10, 1, 9,..)

  • Minimum / Maximum value - Restrictions on the minimum and maximum value of what can be entered. 
  • Default value - If any, then maintain a default entry. Perhaps you are asking a question about a count of something, and if they don't want any, save some guess work by setting to '0'.

5. Drop-down list

Define a drop down list. For example: A custom field listing breeds to select from. 

  • Allowed Values - A drop-down list needs to be defined with all the options it will offer a user to select from.
  • Default value - Once you've defined at least one allowed value, you can optionally select a default from the list of allowed values.

6. Multiple Choice

Only one option can be chosen from a selection of options.

  • Allowed Values - Define the options it will offer a user to select from.
  • Display - The multiple choice radio buttons can be displayed horizontally or vertically.
  • Default value - You can define one of the choices to be pre-selected when the user arrives at this field for review and update.

Here's an illustration of the two display options of the multiple choice custom field: 

 

7. Checkboxes

Any number of options can be selected from the options available.

  • Allowed Values - Define the options it will offer a user to select from. The user will be able to select multiple.
  • Display - The checkboxes can be displayed horizontally or vertically.
  • Default value - You can define one or more of the choices to be pre-selected when the user arrives at this field for review and update.

Here's an illustration of the two display options of the checkboxes custom field: 

8. Date

This custom field can represent any date, like a birthday or a vaccination expiry to name a few.

It's parent form will also have some optional dependencies on whatever is set in an instance of the date custom field. Those involve form expiry, like a vaccination form. See the Expiry of Forms section in the Add a Form article for more details.

  • Earliest / Latest date - Define the earliest / latest possible date that a user is allowed to enter into an this date custom field. 
  • Default value - You can define a pre-selected date when the user arrives at this field for review and update.

 

9. Section

All forms traditionally spread out their content into logical sections. The Section field is intended to implement the digital equivalent of that visual appeal.

There are no additional special settings.

The custom field is shown as it's title and description. Here's a sample of a digital agreement in Easy Busy Pets:

10. Decimal

Offers an input in decimal format (ex. -10.98, 1.1, 9.633,..). 

  • Minimum / Maximum value - Restrictions on the minimum and maximum value of what can be entered. 
  • Default value - If any, then maintain a default entry. 

Note: The difference between Decimal and Numbers fields is that the former allows for fractional numbers while the latter only supports integer (whole number) entry.

11. Time Period

Define the duration of something using this custom field. 

  • Minimum / Maximum Duration - The minimum / maximum days, hours and/or minutes.
  • Default - You can define a pre-selected duration when the user arrives at this field for review and update.

12. File

An electronic form can house content and media. Upload almost any file including images, pdf, video, or other scanned copies of documents for reference. On upload, this file can be viewed by any user who has access to this form.

  • Only Manager - If enabled, once the user uploads a file(s), only the manager of the business can make a change to those filed including their deletion.
  • Minimum / Maximum number of files - Control how many files can be added to the custom file upload field.

 

Here's an illustration of a user (ex. manager) adding three files:

 

And, here's an illustration of what it looks like in a form view by an end user (ex. pet owner):