Forms - Form Column Format Configuration

Overview

This knowledge base article provides you with everything you need to know about Form Column Format Configuration on your ShareVision site. Form Column Format Configuration allows the user to set formats such as phone number or email on columns. 

Requirements/Dependencies

• Before managing the Form Column Format Configuration on your site, you will need to:

  • Login with ShareVision Administrator permissions 
  • Have set up some lists and libraries in Site Administration
  • Have developed a plan of which forms and where in the forms you'd like to add format configuration

How-to

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right hand corner and then select Site Administration:
   
   
   
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
4. In Site Administration, select Form Column Format Configuration in the Features and Utilities section:
   
   
   
5. Click New Item 
   
6. Select the list you would like to add Form Column Format Configuration
   
7. Once a list has been selected, the List Content Type dropdown will populate with the content types of the selected list. Pick which of the content types you'd like to add the format configuration to:
8. After choosing a List Content Type, select the format for the column. There are two options to choose from: Phone ((000)-000-0000) or Email(a@a)
   
9. Select the Field Name for your formatted column from the dropdown.
    
10. Click the Active checkbox. If the checkbox is not selected the formatted column will not appear.
    
11. Click Save

Staff User Guide - Forms without Form Column Format Configuration

When staff enter information in forms that don't have Form Column Format Configuration it is easy for a mistake to be made and incorrect information to be entered as the column is not formatted to ensure a proper email or phone number is entered.

We can see in the photo that the email is missing an @ symbol however the form does not notify the user, allowing the email to be saved incorrectly. The same issue can occur for phone numbers. 

Staff User Guide - Forms with Form Column Format Configuration

When Form Column Format Configuration is active, the user must use the proper format for the selected columns or they will get an alert saying there is an error and be unable to save the form until it is fixed. 

Form Column Format Configuration ensures the email or phone number is formatted correctly.