For each Form that Users complete, you may want to have the User enter a custom filename to increase clarify in . This guide covers the steps needed to set up this functionality.

Any field on a Form which requires validation (mandatory field) can be used as a custom filename.

 

Creating a validation field using the Form Builder

  • Navigate to the "Forms" tab in your WorkPal Preferences menu.
  • Select the modify button next to the Form you would like to have a custom filename for:

  • Create a Textbox field on the Form, ensuring that the "Validate" checkbox has been ticked:

  • Click "Update" at the bottom right of the Form Builder to save the change to the Form.
  • Click "Update" at the top right of the Preferences menu to save all changes.

This custom field will then appear on your "Form Field Filename Options" list. For more information on adding this to your Form, please see our guide on Editing Form Filenames.