Form Builder - Customizable Label option in the US Mail Component

Form Builder - Customizable Label option in the US Mail Component

Purpose Statement

  • Enable Form Builder users to add customizable text labels to US Mail components in Inspection and Invoicing forms
  • Provide flexibility in labeling mailing addresses to meet specific departmental requirements and improve form clarity
  • Streamline form creation by allowing personalized address field labels that enhance user understanding

Background Information

The Customizable Label feature for the US Mail Component allows administrators and form builders to add personalized text labels to mailing address fields within forms. This feature is available in both the Inspections Module and Invoicing Module Form Builders. The customizable label supports up to 50 characters and accepts alphanumeric characters, spaces, and special characters, providing flexibility for departments to create clear, context-specific address field labels. This enhancement improves form usability by allowing departments to use terminology that aligns with their specific workflows and processes.

Required Permissions

  • Form Builder access permissions for Inspections Module or Invoicing Module
  • Edit permissions for existing forms (if modifying existing forms)
  • Create permissions for new forms (if creating new forms)

Video


Step-by-Step Guide




1. Click on Inspections and then Form Builder List.



Click on Inspections and then Form Builder List.



2. Click Create Form or Edit.


Click Create Form or Edit.



3. For a new Form, make the Form usable for an Inspection Report or Inspection Reminder.
  1. The Template Category cannot be changed once a Form is saved.
  2. This step does not apply to the Invoicing Form Builder.

For a new Form, make the Form usable for an Inspection Report or Inspection Reminder.



4. Click on Tune for the US Mail Format Block.


Click on Tune for the US Mail Format Block.



5. Click on Label (Text) to add the Customizable Text field to the Form.


Click on Label (Text) to add the Customizable Text field to the Form.



6. Type in your text.
  1. Supports alpha numeric, spaces, and special characters like !@#$%^&*().
  2. The text label supports up to 50 characters.





7. Click on Save.


Click on Save



8. Click on Save or Modify the Effective Date and then save.


Click on Save or Modify the Effective Date and then save.



9. Example Form with the US Mail Customized Label:

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Best Practices

  • Use clear, descriptive labels that align with your department's terminology
  • Keep labels concise while maintaining clarity (utilize the full 50-character limit when necessary)
  • Consider using standardized labeling conventions across similar forms for consistency
  • Test the label appearance on both desktop and mobile devices before finalizing
  • Review labels with field personnel to ensure terminology matches operational needs
  • Avoid using confusing abbreviations that may not be universally understood

Troubleshooting & FAQs

Q: Can I change the Template Category after saving a form? A: No, the Template Category cannot be changed once a Form is saved. You would need to create a new form with the correct template category.

Q: What happens if I exceed the 50-character limit? A: The system will prevent you from entering more than 50 characters. Trim your label text to fit within this limit.

Q: Are there any restricted characters I cannot use? A: The system supports alphanumeric characters, spaces, and common special characters (!@#$%^&*()). Avoid using characters that may interfere with form functionality.

Q: Will the customizable label appear on printed forms? A: Yes, the customizable label will appear on both digital and printed versions of the form.

Q: Can I use the same customizable label across multiple forms? A: Each form requires individual configuration, but you can use the same label text across multiple forms by entering it manually in each form's US Mail component.

Related Articles

  • Form Builder - Adding US Mailing Address to Inspection Form
  • Form Builder - Creating and Managing Inspection Forms
  • Inspections Module - Form Configuration Overview
  • Invoicing Module - Form Builder Basics
  • Form Builder - Template Categories and Effective Dates
  • Form Builder - Component Configuration Options

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