How to Add and Edit Fields

This guide covers what fields are, where to configure them, and how to add, edit, and organize them within a section.

What are Fields?

A field is the individual question or prompt in a SiteCapture project. Each distinct project photo will need an associated field that it can be attached to.

Where do I Configure Fields?

Fields can be configured in the Template Editor, see: How to Create and Manage Templates for more information.

Adding & Editing Fields

Fields must be contained within a section; see: Adding and Editing Sections for more information.

Add a New Field

Open the section you wish to add the new field under by clicking the arrow icon next to the section name. Click on the + icon at the bottom of the section to add a new field.

This will add the field at the bottom of the section. If you wish to add a field under another field, click the three-dot icon next to the field you want to add the new field under and select New field...

You will now see the Add a New Field screen. Fill out the field information, then click Save when done.

Field Configuration

• Field Name
  The display name of the field that users will see when filling out a project.
• Instructions
  Directions for your users to reference while filling out projects.
• Field Key
  A unique identifier for the individual field, this is used to integrate with other features. If no field key is entered, one will be automatically generated when saving the field.
• Field Type
  Determines the function of the field. See Field Types for more information.
• Validation Type
  Determines the requirements for a field to be considered complete.
• Workflow field
  Special logic that can be used for certain feature configurations. See Workflow Field Types to learn more.
• Required
  Designates that the field must be completed for a non-admin user to mark the project as complete.*
• Admin Only
  Prevents non-admin users from altering this field while filling out projects.*
• Photos/Videos
  Allows photos and/or videos to be added by users when filling out a project.
  • Videos Allowed
    Allows users to add videos to the field when filling out the project.
  • Photo Resolution
    Determines the maximum size a photo can be saved at when uploaded by a user. See: Changing a Field’s Resolution Setting to learn more.
  • Select from album?
    Allows users to upload photos from their device's camera roll. We recommend this setting is turned off for any fields requiring Capture Date and/or Geo-location data.
  • Add Example Photo
    An example image can be added to a field after it is first saved. See: Add an Example Photo to learn more.
    
• Comment
  Allows users to add a comment to the field when filling out projects.
• Copy with Projects
  Determines whether the field's information will be copied when the project is copied.*
  *this setting does not affect information that is automatically copied when creating a new project from a container
• Conditions
  Fields can be configured to display only when certain conditions are met in a prior field, such as selecting 'Yes' in a Yes/No field. See: Conditional Logic to learn more.
• Always Hide from Customer
  Hides the field from Customer Users*
• Always Hide from Field User
  Hides the field from Field Users*
• Default Value
  Most field types support a default value; this value will be automatically entered when a project is created.
  *Users can be granted Admin permissions when a project is shared, see: Sharing Work to learn more.

Field Types

Boolean

Users can answer a Yes or No question.

Text Field

Users can enter text, numbers and supported special characters. The character limit is 255 characters. 

Integer

Users can input a numerical value consisting of whole numbers.

Decimal

Users can input a numerical value consisting of whole numbers and decimal points.

Selection Fields

Selection

Users can select one item from a list.

Button Selection

Users can select one button from a list.

Multiple Button Selection

Users can select multiple buttons from a list.

Multiple Selection

Users can select multiple items from a list.

Configuration

Configure the list by adding options. Input the option name and value, then click Add. 

A default value can be set for individual Selection and Button Selection fields, but not for Multiple Selection or Multiple Button Selection fields; this option will be automatically selected when a project is created.

Service Selection

The service selection field is used for cost estimation. See: Dynamically Generate Priced Line Items by Category to learn more.

Dollar Amount

Users can enter a dollar amount consisting of one whole number and two decimal places.

Image

Users can add one or multiple images.

Agreement

Users can select yes or no on a written agreement.

Configuration

Input the agreement text that the user will see.

Date

Users can add a date in Month, Day, Year format.

Bar Code

Users can scan a bar code; the associated number will be automatically entered into the field.

Configuration

Select the Bar Code types users will be allowed to scan.

Signature

Users will be able to draw their signature, the signature Date and Time will also be captured.

Long Text

Users can add text up to 10,000 characters.

Clickable Fields

Phone numbers, emails, and web links can be opened directly from the SiteCapture mobile app. Web links that start with https:// can also be clicked on and opened in the Web App.

Set the field to Text or Long Text type and mark it as Admin Only.

Once a project is created, fill out the Phone Number, Email, and/or Web Link fields in the Web App. You can also add a link as a field's default value in the template editor.

Phone numbers must be formatted as either:

• 510-555-1212
• [phone]
• 1-510-555-1212

Test the clickable fields by opening the project in your SiteCapture mobile app.
Tap the phone number, email, or web link and verify it opens the correct app:

Edit Existing Fields

Edit Field Information

You can edit an existing field's configuration by clicking on the blue edit icon next to the field.

Add an Example Photo

If you wish to add an example photo, you must save and re-edit the field with Photos/Videos enabled (see Edit Field Information). Under the photo settings, you will now see the option to Upload Example Photo. The file must be a JPG file type; HEIC (default on iPhone) format is not supported. 

Moving Fields

You can re-order fields within a section by clicking and dragging the desired field by the dotted line icon.

Copy Fields

You can create an exact copy of an existing field to use elsewhere in your template. Click the three-dot menu next to the field that you wish to copy, then select Copy of this field.

You can also copy a different field below the selected field. This can be used to copy a field from one section to another. In the dropdown, select Copy of different field...

A field selector will appear. Click the field you wish to copy. This field will appear below the field you opened the menu from.

FAQ

What's the difference between Required and Admin Only?

Required means the field must be filled out before a non-admin user can mark the project Complete. Admin Only means non-admin users can't change the field at all while filling out the project. A field can use both settings, one, or neither.

Can I set a default value for a Multiple Selection field?

No. Default values are supported for individual Selection and Button Selection fields, but not for Multiple Selection or Multiple Button Selection fields.

Why don't I see the option to add an example photo when I first create a field?

Example photos can only be added after a field has been saved. Save the field with Photos/Videos enabled, then re-edit it to upload an example photo.

Why won't my example photo upload?

Example photos must be JPG files. HEIC, the default format on iPhone, isn't supported, so you may need to convert the photo before uploading it.

Can I copy a field into a different section?

Yes. Use the three-dot menu on the field you want to copy from, choose "Copy of different field...", then select the field in the field selector. This works across sections.

Best Practices

• Add instructions and an example photo to any field that needs a specific photo. This is one of the most effective ways to keep field submissions consistent, particularly for fields tied to compliance checks, financier or lender requirements, or automated photo review. Clear instructions plus a real example photo reduce ambiguity about what the field is asking for.
• Leave Field Key blank unless you're integrating with another system. An auto-generated key works just as well as a custom one unless a specific integration requires a particular value.
• Match Photo Resolution to your team's needs. Higher resolution settings preserve more image detail but increase file size and sync time, so choose the lowest resolution that still meets your reporting or compliance requirements.

See also: How to Create and Manage Templates