by Onsite Systems

Field options

Every field you add to a form has a type (what shape of data it captures), an optional parent (for grouping), and a list of optional validators. Some types add their own configuration block on top — signatures, scans, and prompts all have extra editors that appear when you pick those types.

Populating a new field

  1. Open Captis Admin → the form you want to edit → Field Definitions.
  2. Click + in the left list. A new draft field appears with a generated UID and a Field ID you can rename.
  3. Fill in Field ID (human-readable key used in schemas and PDF data binding) and Label (what the user sees).
  4. Pick a Type from the dropdown (see the table below).
  5. Optionally pick a Parent field (only repeating groups and groups can be parents).
  6. Add any Validation rules and tenant-specific flags (Contains PII, Inheritable across forms, etc.).
  7. Save. The field is now available to assign in the Wizard and to calibrate on the PDF.
Field ID vs UID. The Field ID is a label you can rename; the UID is the immutable identity Captisio uses to track cross-references. Renaming a Field ID never breaks wizard or calibration links.

Field types

Each type maps to a JSON-schema shape and a renderer in the form-fill app + PDF generator.

TypeWhat it capturesNotes
text Single-line string Default type. Suits names, IDs, phone numbers.
multiline Multi-line string Paragraph input; respects line breaks on the printed PDF.
date Date string Format chosen via a validator (MM/dd/yyyy, ISO, etc.).
checkbox Boolean Single checkbox; renders as a checkmark on the PDF when true.
boolean Boolean (with labels) Yes/No-style toggle with admin-defined True label and False label.
signature PNG signature image Draw or type. Supports per-signature watched-fields, cascade chains, paired date field, and resign-on-edit toggle.
repeatingGroup Array of rows Acts as a container. Child fields render once per row; the row count is admin-capped via Max rows.
group Single-row composite Same nesting as a repeating group but always exactly one row. Used to bundle related fields under a shared header.
scan Photo / document image(s) Camera, photo-library, or file source. Optional OCR template extracts text into sibling fields.
staticText Admin-defined static content Not user-editable; renders the field’s Default value on every printed PDF. Useful for footers and disclaimers.
missingFieldsWarningBox Renderer-filled warning box One per form. Filled at render time with the missing-required field list when the resolved policy permits warn-and-submit.
missingFieldsWarningIcon Per-field warning glyph Bound to a specific field. Renders a colored glyph next to that field on the PDF when it’s required + empty.
prompt Guided-question element Inline expand-on-focus card with one of five answer kinds. See Wizard & rules for the full prompt model, including per-choice branching content and per-choice populate-target writes.

Prompt answer kinds

When you set Type = prompt, an additional configuration block appears. Pick an Answer kind:

Answer kindStored shape
yesNoboolean
numbernum (min/max/step inputs)
pickOnestring (chosen option value)
pickManylist of strings
shortTextstring

Validators

Validators run at form-fill time and on submit. Add as many as you like; they all have to pass. Date format validators check the input shape; date semantic validators check the resulting date.

Date formats

ValidatorFormat
dateMMddyyyyMM/dd/yyyy
dateMMddyyMM/dd/yy
dateMMyyyMM/yyyy
dateYyyyyyyy
dateMdySlashM/d/yyyy (flexible)
dateMdyDashM-d-yyyy (flexible)
dateMdyDotM.d.yyyy (dot-separated)
dateIso8601yyyy-MM-dd
dateMonthDdYyyyMonth dd, yyyy
dateMonthYyyyMonth yyyy

Date semantics

Pair these with a format validator above.

ValidatorConstraint
dateNotInFuturevalue ≤ today
dateNotInPastvalue ≥ today
dateInPastvalue < today
dateInFuturevalue > today
dateInRangeminDate ≤ value ≤ maxDate (ISO yyyy-MM-dd params)
dateBeforeFieldvalue < other field’s parsed date
dateAfterFieldvalue > other field’s parsed date
dateOnOrBeforeFieldvalue ≤ other field’s parsed date
dateOnOrAfterFieldvalue ≥ other field’s parsed date

Phone

ValidatorShape
phoneUS(xxx) xxx-xxxx
phoneUSPlain10 digits
phoneE164+1xxxxxxxxxx (E.164)
phoneIntl+xx... (any country)

Height

ValidatorExamples
heightInches72 or 72″
heightFeetInches6′0″ or 6 ft 0 in
heightCm182.5 cm

Numbers & text length

ValidatorParams / shape
numberRangemin, max
minLengthlength
maxLengthlength
exactLengthlength
numbersOnlydigits only
lettersOnlyalpha only

Identity, address, email, regex

ValidatorShape
ssnxxx-xx-xxxx
ssnLast44 digits
zipCode5-digit or 5+4 US ZIP
emailRFC-shape email
statePickerUS state, 2-letter abbreviation
statePickerFullUS state, full name
addressUsstreet-address shape (no external lookup)
customRegexpattern + errorText

Type-specific configuration

Signature fields

  • Bound to field — the data field this signature is attached to. Drives whose signature it is.
  • Reset on edit — when true (default), edits to watched fields invalidate the signature on the next edit-mode submit.
  • Watched fields — explicit list of fields whose edits invalidate this signature. Null = all data fields except other signatures and the paired date.
  • Cascades to — other signature ids that get invalidated together with this one.
  • Date field — a date field paired with the signature; auto-populated on sign.

Scan fields

  • Sourcecamera, photos, or files.
  • Subtypedocument (multi-page document scanner), id (single shot), or card (CR80-aspect card).
  • Output formatpng, jpg, or pdf.
  • Scan card type (optional) — references a tenant-defined card type that runs server-side OCR and populates sibling fields from the extracted text.

Prompt fields

  • Title + body — header + descriptive paragraph shown when the card is expanded.
  • Answer kind — one of the five kinds in the table above.
  • Per-choice branching content — each yes/no choice and each pick-one/pick-many option can carry its own title + body that replace the prompt’s parent title/body after selection.
  • Per-choice populate targets — each choice can mirror its answer into one or more sibling fields, choosing per-target what to write: the raw answer, a literal constant (bool / num / string, type-inferred from input), or null (clears the target).

Other field flags

  • Contains PII — activates screen protection (FLAG_SECURE on Android, blank-on-resign overlay on iOS) when any visible field in the active form has this set.
  • Inheritable across forms — on submit, the field’s value is harvested into the linked entity’s attributes and pre-fills on future forms about the same entity.
  • Required-field policy override — rare per-field override that’s strict enough to block submit even when the form-level policy allows warn-and-submit.
  • Warning text — override label written into the printed missing-fields warning when the field’s label is ambiguous in that context.
  • iOS privacy category — override the heuristic Privacy Manifest category for this field.
Continue to Calibrations to learn how to position each field on your printed PDF.