1. Go to the form field display settings
Click the gear icon in the top right corner of your screen to open the settings.
Go to Field settings, then select Company fields.
You can also use this direct link: Go to company fields.
2. Display a form field
Click the '+' button in the form fields section.
Select one of the fields collected through your forms to display it on company records.
Remove a field from the display
Click the '🗑️' button to remove a form field from the company record display.
Field types you can display
Displayable form fields are highly flexible and cover the following data types:
Decimal number: For numeric values with decimals.
Integer: For numeric values without decimals.
Text string (free text): For descriptions or comments.
Checkbox: For yes/no answers.
Date: For time-related information.
Assortment: To select from assortments that have already been set up.
Saving your changes
Once you have made your changes (adding or removing fields), click 'Save' in the top right corner of the screen to save the settings.
Using the displayed form fields
1. Display on a company record
The configured form fields appear directly on the company record, enriching the information available for each entity.
2. Use on the map
Companies can be displayed on the map based on the displayed form fields.
For example, show companies with a checked box or a specific date.
3. Advanced filters
Use the displayed form fields as criteria in the Advanced filters to refine your searches and analyses.
Example: Filter companies by a specific text field or a specific integer.
4. Display in the company list
The displayed form fields can be used to create dynamic company lists.
From the company list, click Choose columns to display to include your form fields in the view.
FAQ
1. Can I edit form fields after setting them up?
Yes, you can edit the displayed form fields at any time by going to the field settings and adjusting your selections.
2. Are form fields visible to all users?
Yes, the fields displayed on company records are visible to all users who have access to those records.
3. Is there a limit to the number of form fields that can be displayed?
No, there is no specific limit to the number of fields that can be displayed on company records. However, we recommend displaying only the essential fields for better readability.
4. Are the displayed form fields included in exports?
Yes, the fields displayed on company records can be included in Excel exports for in-depth analysis.
5. Can I filter companies by the displayed form fields only?
Yes, the displayed form fields are included in the advanced filter options, allowing you to segment your data effectively.