Field Sets & Templates - What Are the Field Type Options?

Rebekah Garner
Rebekah Garner
  • Updated

Field Sets are where Administrators can create the fields to be used in the Submission Table, define the field's data type, and add governance, formatting, and restrictions.  


Field Type Description


Lists allow a defined list of allowable entries the user can select from. Select the Pick List from the drop-down menu either by scrolling or begin typing the Pick List name.

mceclip3.png If the list you want to use has more than one column, you must specify which column you want the list to populate from. 
mceclip3.png Check the box Select Multiple Values if the user should be allowed to select more than one value from the pick list in the Submission Table. Define the delimiter.

Screen_Shot_2018-10-01_at_8.50.14_PM.png For more information read the Pick List Overview article or for more detailed instructions for each of the pick list types see their respective articles: Pick List - Drop Down, Pick List - Dependent, Pick List - Drill Down.


The Autonumber field generates a sequential number managed by Claravine. Designate the starting number and minimum width. Claravine will increase by one across all templates this field is used in.

Auto Fill

Select the field you want to automatically duplicate. Transform the metadata from the autofilled field. 

Convert Case:

  • None - For no transformation.
  • Uppercase to have all text display in capital letters
  • Lowercase to have all text display in lowercase letters


  • None - For no transformation.
  • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
  • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)


Combine the values from two or more fields into a single field. Concatenated fields can use all field types: text, pick lists, constant, autofill, and date. You can specify the separator character/delimiter or to not use a separator between fields. 

mceclip3.png If you add a new field to include in the concatenation, you must save the Field Set first.


Specify a constant value that you want to always be populated in this template in the Submission Table


The Date field will populate in the submission table as a pop-up calendar widget. Specify the following date parameters:
  • Name: Enter the name of the date.
  • Order: Select the order the date displays (M/D/Y, Y/D/M, D/M/Y, or Y/M/D).
  • Month Format: Select the format of the month to display: single-digit (M), double-digit (MM), abbreviated (Jan), full name (January), or None to exclude the month from the date field.
  • Day Format: Select the format of the day to display: single-digit (D), double-digit (DD), or None to exclude the day from the date field.
  • Year Format: Select the format of the year to display double-digit (YY), 4-digit year (YYYY), or None to exclude the day from the year field.
  • Separator: Enter the delimiter between the month, day, and year values.
  • Auto Populate: Check the box to auto-populate the current date upon submission.


Text fields allow users to manually enter values in the user's Submission Table. Specify the following parameters for text fields:
  • Show Previous Values: Select this option if you want a new value to be added to a dynamic list gathering values entered through a submission.
  • Flag New Values: Select this option if you want users to be alerted that the value they entered has not been used in that field before.  Users have the option to continue and submit the value. If they proceed the new value will not be flagged next time.
  • Use list to provide suggestions: You can specify a drop-down (single column) pick list to populate suggestions for users to choose from, or they can enter their own text.

Options in this section establish governance over text entered in this field. If the text does not match any of the governance, the user will receive an error and must correct the text to match the requirement before proceeding.
  • Begins/Ends With: Enter the prefix or suffix you want text fields to be required to begin and/or end with.  *Case sensitive
  • Must Contain: Enter the value you want text fields to always include. *Case sensitive
  • Exclude: Use the drop-down menu to select the appropriate checkboxes to exclude all letters, all numbers, all symbols (special characters and punctuation), or spaces from the value.
  • Custom Exclusion: Enter a custom value you want to exclude from the field. *Case sensitive
  • Exclude as term - Check this box to exclude the Custom Exclusion combination of characters entered above.  This makes the text field act as a "Must not include".  For example, if we have set Toy as an exclude term, Toyota would receive a warning.

Options in this section auto-transform entries the user enters to gain consistent entries in open text fields.
  • Transform: Convert Case: Select uppercase to have all text display in capital letters and lowercase to have all text display in lowercase.
  • Transform: Spaces: Select how spaces should be auto-transformed.  Options are:
    • None - For no transformation.
    • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
    • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)

Define the minimum and maximum length of characters a user is allowed to enter in open text fields. If the field is optional, set the minimum length to 0. If the length of characters is an exact number, set the minimum and maximum to the same number.




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