Overview

In addition to the standard forms that are used in the desktop client, you can design the form that will be used exclusively on a mobile device or in the web portal.

Specifically, these forms are aimed to be used on:

<aside> ⚠️ Please note:


Fields that are not supported in mobile and web forms

Mobile devices and the web portal support many, but not all fields. You can use the following table to determine whether a particular field is supported.

YES = Full support PARTLY = Partial support NO = No support

METAFIELD Mobile Forms Web FORMS Comments
CUSTOM FIELDS
Check box YES YES Check box is presented as iOS 7 style switch.
Combo box YES YES Combo box is presented as iOS 7 style pick list.
Date PARTLY PARTLY The date picker uses the handy iOS 7 style calendar controller.
The following properties are not supported:
• Add as appointment;
• Days to count;
• Pattern.
Double PARTLY PARTLY The following properties are not supported:
• Show calculator.
Integer PARTLY PARTLY The following properties are not supported:
• Show calculator.
Multiline text field PARTLY PARTLY The field is automatically resized to fit the entered text.
The following properties are not supported:
• Export to PDF;
• Example;
• Expression.
Radio button YES YES
Text box PARTLY PARTLY The following properties are not supported:
• Example;
• Expression.
User picker PARTLY PARTLY The following properties are not supported:
• Copy parties to parent case;
• Height.
On the web forms, one can reorder items within a field using drag-n-drop action.
Contact picker PARTLY PARTLY The following properties are not supported:
• Add contact;
• Allow quick contact;
• Copy parties to parent case;
• CVR lookup;
• Default value;
• How to handle contacts with missing primary e-mail;
• Height.
On the web forms, one can reorder items within a field using drag-n-drop action.
Link NO NO
Grid NO NO
Company contact list NO NO
Item selector NO NO
Formula YES NO
Group picker NO NO
Super grid NO PARTLY On the web form, the field works only in read-only mode.
FUNCTIONAL FIELDS
Field group delimiter PARTLY PARTLY The following properties are not supported for mobile forms:
• Background colour;
• Background colour 2;
• Border;
• Gradient angle.
Also, text formatting is not supported for mobile forms.
Information PARTLY PARTLY The following properties are not supported for mobile forms:
• Background colour;
• Background colour 2;
• Border;
• Gradient angle;
• Image;
• Image height;
• Image width.
Link button NO NO
Mirror field NO NO
Report NO YES

<aside> ⚠️ Please note:

System fields that are not supported: