Field Types

Field Configuration is the first step in setting up a project in Robility Interact. It allows you to define the fields required to collect, validate, and process project data.

You can organize related fields into Groups or Tables to create a structured and user-friendly form. Depending on the type of data you need to capture, you can choose from text, numeric, date, selection, file, and other field types.

This section describes the available field types and their configuration options.

Available Field Types

1. TextBox

The TextBox field allows users to enter a single-line text value. Use this field when the input is expected to contain text or string values.

Available options:

a. Minimum Length: Specifies the minimum number of characters allowed. The value can range from 0 to 50,000. 
b. Maximum Length: Specifies the maximum number of characters allowed. The value can range from 0 to 50,000.
c. Mandatory: Select Yes to make the field required or No to make it optional.
d. Enable Search: Select this checkbox to enable search for the field. When enabled, the maximum length is limited to 50 characters. When disabled, you can specify the required maximum length.

2. Numeric

The Numeric field allows users to enter numeric values only. Use this field when the input must contain numbers, such as quantities, amounts, or numeric identifiers.

Available options:

a. Minimum Length: Specifies the minimum number of digits allowed. The value can range from 0 to 100.
b. Maximum Length: Specifies the maximum number of digits allowed. The value can range from 0 to 100.
c. Mandatory: Select Yes to make the field required or No to make it optional.

3. Email

The Email field allows users to enter an email address. Use this field when the input must follow an email address format.

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.

4. Password

The Password field allows users to enter sensitive password information. Use this field when the input contains a password or other sensitive authentication value.

Available options:

a. Minimum Length: Specifies the minimum number of characters allowed in the password. Enter a numeric value between 0 and 100.
b. Maximum Length: Specifies the maximum number of characters allowed in the password. Enter a numeric value between 0 and 100.
c. Mandatory: Select Yes to make the field required or No to make it optional.

5. Text Area

The Text Area field allows users to enter text across multiple lines. Use this field for longer text inputs, such as descriptions, comments, or notes.

Available options:

a. Minimum Length: Specifies the minimum number of characters allowed. The value can range from 0 to 100.
b. Maximum Length: Specifies the maximum number of characters allowed. The value can range from 0 to 50,000.
c. Mandatory: Select Yes to make the field required or No to make it optional.

6. Time

The Time field allows users to enter or calculate a time value. Use this field when a project requires time-based information.

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Date/Time Format: Defines how the time is displayed. Supported formats include: HH:MM or HH:MM AM  or HH:MM PM

7. Date

The Date field allows users to enter or calculate a date. Use this field when a project requires date-based information.

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Date/Time Format: Defines how the date is displayed. Supported formats include: DD-MM-YY  or DD-MM-YYYY  or MM-DD-YYYY

8. DateTime

The DateTime field allows users to enter both a date and time in a single field. Use this field when the project requires a complete date and time value.

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Date/Time Format: Defines how the date and time are displayed. Supported formats include: DD-MM-YY HH:MM  or DD-MM-YYYY HH:MM  or MM-DD-YYYY HH:MM

9. Drop-down

The Drop-down field allows users to select one value from a predefined list. Use this field when users need to select a single option. Drop-down fields can also support cascading selections based on project requirements.

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Drop-down Values: Allows you to provide the values available for selection by uploading an Excel file.
c. Download Sample: Allows you to download a sample Excel file to use as a template for defining drop-down values.

10. Checkbox

The Checkbox field allows users to select multiple options from a predefined list. Use this field when more than one option can be selected.
When you select Checkbox, the Options field allows you to define the available values.

Available options:

a. Options: Defines the values that users can select.
b. Mandatory: Select Yes to make the field required or No to make it optional.

11. Radio Button

The Radio Button field allows users to select one option from a predefined list. Use this field when only one value can be selected.
When you select Radio Button, the Options field allows you to define the available values.

Available options:

a. Options: Defines the values that users can select.
b. Mandatory: Select Yes to make the field required or No to make it optional.

12. File Upload

The File Upload field allows users to upload files as input to the project. Use this field when the project requires users to submit documents or other supported file types. Executable .exe files cannot be uploaded.

Supported file types: .docx, .doc, .dot, .xlsx, .xla, .xlc, .xlm, .xls, .xlt, .xlw, .pot, .pps, .ppt, .bas, .txt, .pdf, .png, .jpg, .bmp, .tif, .msg, .mp4, .avi

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Viewer: Select Yes to allow the uploaded file to be viewed or No to disable viewing.
c. Download: Select Yes to allow the uploaded file to be downloaded or No to disable downloading.

13. Picture Box

The Picture Box field allows users to upload an image as input. Use this field when the project specifically requires image-based input. The uploaded image must not exceed 6 MB.

Supported file types: .png, .jpg, .bmp, .tif

Available options:

a. Mandatory: Select Yes to make the field required or No to make it optional.
b. Viewer: Select Yes to allow the uploaded image to be viewed or No to disable viewing.
c. Download: Select Yes to allow the uploaded image to be downloaded or No to disable downloading.

14. Table

The Table field allows you to organize multiple fields into rows and columns. Use a Table when related data needs to be displayed and processed in a structured tabular format. It is useful for information such as transaction details, order items, or other records containing multiple fields.

The Table field also supports dynamically adding values during runtime using the DataTable data type. Both users and robots can add values to the fields.

Note: Multiple records cannot be created for the same fields when those fields are configured as part of a Table.

15. Group

The Group field allows you to organize related fields into a single logical section. Use a Group when multiple fields belong to the same category or represent a common set of information. Grouping related fields makes complex data easier to manage and process. A Group can contain different field types, such as TextBox, Numeric, Drop-down, Date, and other supported fields.

Fields configured within a Group can also support multiple records for the same set of fields.

16. JSON

The JSON field allows you to provide structured data in JSON format. Use this field when the project needs to handle structured or hierarchical data in JSON format.

Available options:

a. Accept JSON: Allows the field to accept JSON data.
b. Download: Select Yes to allow the JSON data to be downloaded or No to disable downloading.

Note: Values provided in a JSON field are not displayed on the Review screen. However, the JSON data can be downloaded when Download is enabled.

Add a Table or Group

You can organize existing fields into a Table or Group from the Field Configuration page.

Add a Table

1. Enter a Field Name.
2. From the Type drop-down, select Table.
3. A configuration window is displayed.
4. The fields available for the project are displayed on the left.
5. Select the fields that you want to include in the Table.
6. Click Add to create the Table.
7. Configure the required field properties.
8. Click Add to add the configured field to the project.
9. After configuring the required fields, click Save to save the Field Configuration.

Add a Group

The process for creating a Group is similar to creating a Table.

1. Enter a Field Name.
2. From the Type drop-down, select Group.
3. Select the fields that you want to include in the Group.
4. Configure the required field properties.
5. Click Add to add the Group.
6. Click Save to save the Field Configuration.

Note: Use Table when related fields need to be managed as rows and columns. Use Group when related fields need to be organized as a logical collection and multiple records may be required.