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How to add a field to a form

#EN #Excel #Keyword #Validation #Form

Updated over 2 years ago

In order to create a field control, you need to use the ABC method:

Column A: The field's title

In this column, you can put any title for your field.

Column B: Keyword

In this column, you will use any keyword from our list in order to decide how the field should be defined.
The available keywords are:

Column C: Validation Rules

In this column, you will use any validation rule from our list in order to define what might be triggered by the entry.
The available validation rules are:

Additional Information

  • You cannot have two fields next to one another (i.e.: in columns ABC and in columns DEF).
    Fields need to be one under the other;

  • If a field does not appear, verify how you wrote the keyword to make sure there are no error in the spelling;

  • A field where the validation rule is not spelled properly will still show, but will not provide any additional trigger (invalids, calculations, etc.);

  • Any formatting will not change anything to the form itself.
    Paperless possess a standard formatting that cannot be changed.
    However, we suggest you add formatting to your Excel to help you read through it more easily and to customize everything to your liking.

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