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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Set Text Input properties

This section describes how to set the properties for the Text Input fields.

Select Text Input type

As PlatoForms provides seven types of Text Input fields, you can specify the type of Text Input to gather information from your respondents.

  1. Once you add a Text Input field, open the field’s property panel.

  2. Click the dropdown menu to the right of the field name.

Select Text Input Type

  1. Select your desired Text Input type.

Format Text Input fields

When using Text Input fields like Single Line Text, Date, Time, and Date and Time, you have the option to add a format property. This allows you to split the field into multiple parts, which is useful when presenting calendar dates.

For example, if you want to collect your respondents’ date of birth in the format YYYY/MM/DD, follow these steps:

  1. Set the Text Input type to Date.

  2. Enter YYYY/MM/DD for Placeholder.

Note

  • The symbol / serves as a separator.
  • Using yyyy/mm/dd in lowercase won’t display correctly. Make sure to use uppercase letters like YYYY/MM/DD for the desired formatting for date. We use moment.js to convert date and time format. Learn more about formatting date and time with moment.js.

  1. Set Print Separator in PDF to Yes.
Note

This option decides whether the separator will be visible on the PDF. If the separator is already part of the PDF, set Print Separator in PDF to No. This prevents duplicate separators from appearing when the PDF is generated.

Date Field Format

The field will be split into multiple parts as shown below, making it easier for respondents to enter their date of birth in the specified format. For more customization of the format property, please refer to Customize placeholder characters and separators.

Date Separator

Customize placeholder characters and separators

You’ve learned how to divide the field into several parts to create a structured input format. In this section, you’ll learn how to format a Text Input field as desired by utilizing placeholder characters and separators. It enables you to achieve a specific display format for the collected data.

  • Placeholder characters: They’re special symbols or letters to specify the type of input required. Use the following placeholder characters:

    • For characters: use #
    • For digits: use d
  • Separators: They can visually divide the different parts of a text field, aiding respondents in correctly entering data to the required format. Use the following separators:

    Separators Suggested Use Example
    Colon: ##:##:## Time 12:30:45
    Slash: ##/##/## Date 08/15/2023
    Parenthesis: (dd) (ddd) (ddddddddd) Telephone number (123) (456) (7890)
Note

You can mix # (characters) and d (digits) if your field requires it. For example, ##/dd/##.

Customize the field length

  • Set fixed length: You can adjust the length of the field based on the number of characters or digits you set using # or d. For instance, consider the format: ##/###

    • Part 1: 3 characters
    • Part 2: 2 characters

    In this example, the number of # determines the length of each part of the field. By specifying the desired number of placeholders, you can create a field with the exact length you need to collect the required information accurately.

  • Set variable length: You can also set a length range by using [m-n] format, or use * to indicate any length. For example, consider the format: #[0-3]:##:#*

    • Part 1: 3 characters
    • Part 2: 0 ~ 3 characters
    • Part 3: Any number of characters

    This way, you can create fields with flexible length options, allowing respondents to provide information within a specified range or any length as needed.

Escape the reserved separator

If the separator you want to use is a special character that has a reserved meaning in the context of formatting, you can force it to be treated as a regular character by placing a backslash (\) before it. This process is called escaping the separator. By using the backslash before the reserved character, it will be interpreted as a normal character and will be displayed as intended in the formatted text field.

Here are some examples of placing the backslash (\) before the separator to force the break:

Example Separator Renderd Text
##\###\### The separator is # The rendered text will look like [xx#yy#cc].
##\[##\]##\*## The separators are [, ], and *. xx[yy]cc*dd
##\\##\\## The separator is \. ##\##\##
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