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      Using the Format Data Set Window

      How to use the Format Data Set window

      The Format Data Set Data window lets you control how each column from your data set appears and works in the app. This makes your form more user-friendly and ensures the data stays consistent with your source system.

      In this window you can:

      • Update the label: Change the column name to something clearer or more user-friendly for form users. For example, change cust_ID to Customer ID.

      • Set the field type: Choose how the field should behave, such as Text, Number or Date. This makes the column act like a standard input field in tables, helping users enter the right kind of data.

      By formatting your data set fields, you help prevent data entry errors and make sure the information entered matches what your original system expects.

      1. On the Data Set Designer page, click Data Set Properties to open the Format Data Set Data window.
      2. The Source Name field displays the name generated from the data set.
      3. In the Label field, enter a name that will be shown to app users. If you enter a duplicate label, the system will automatically add a number to make it unique ("Customer" becomes "Customer 1").
      4. Select the type and options for each field. Types include Checkbox, Date, Lookup, Long Text, Number, Radio, Segmented Button, Select, Text, Time, and Toggle. Depending on the type you select, the options for the field will vary.
        These settings are not editable when designing the form. If you must make changes, you need to do it here, then fix your form. We recommend testing your data set on a test form before creating forms you want to use.
      5. Mark Hide on Form if the default field on the form is hidden. This controls how it is defined on a form and cannot be changed by the form designer. You might use a hidden field when you have a GUID or other type field that is part of determining your data set but isn’t useful for the form user.
      6. Mark Editable if the field on the form is editable. Editable fields will automatically update the data source when the form is submitted. Be careful to only mark this for fields that the source allows edits on. Some key fields should not be marked editable because of the other purposes they serve.
        If you need different settings for hidden and editable fields on different forms, create a second data set with those setting changes and use it on the different form.
      7. Click OK to save your changes and close the window.
        Note: Be careful when setting up this information. The data types are not verified that they match, so the integration could fail. For example, do not have a Select input with a Number input.