Understanding Form Field Tags

This article relates to the following pro-Forms modules:

Form Field Tags

Form field Tags are a very important part of the pro-Forms^® system and are extremely useful in various places. They are also one of the things many people don’t pay attention to which could make their form building lives considerably easier.

Tags are useful :-

when building Word Layout templates
creating email body Layouts for Triggers/ Work Flow
setting up Work Flow actions

Every field added to a form using the ’Build Form’ option is automatically given a unique ID or ’Tag name’ by the system.

The Tag allocated by the system is not however memorable or distinctive in identifying the purpose of the question it relates to. We therefore recommend changing the default Tag name allocated to something short and which makes it easier to identify/ relatable to the question.

There are 2 ways to do this :-

enter your own short and concise name in the box as shown above.
click on the search icon to the right hand side of the name box and pick one of the system suggested names shown in a list for the question.

After using either of the these methods the green 'Save' button should be click to retain the change made. The newly added Tag name will appear in a blue box to the right of the field name/ description.

Do's and Dont's with Tag Names

Tag names cannot begin or end with a space
Don't start a name with a numeric character e.g.1,2,3,4, etc.
Don't use a . character (full stop) in a tag name
Keep the number of characters used in a tag to a minimum
use abbreviations to help shorten the length e.g. check -> chk and test -> tst
make them simple but obvious e.g. Date of last service -> servdate and Customer signature -> cutsig
if you have to use more then one word then join the two words with the underscore (_) character
try to stick to one case rather than mixing upper and lower cases StartDate - > startdate

Article ID: 29
Created: September 23, 2022
Last Updated: December 5, 2023
Author: Administrator

Online URL: https://www.pro-forms.co.uk/kb/article.php?id=29