Forms can collect contact information for follow-up and outreach. Email address and mailing address fields are included by default on many forms. If the form should also collect a phone number, add a Text Box field and map it to the appropriate phone system field.
Use the form palette to add a Text Box to a form. Configure the following settings:
Status: Active
Type: Select the appropriate field type for the question.
Label: Enter the question text.
System Field: Map this field to the appropriate system field. The first menu corresponds with the different sections of the person record under the Profile tab. After a section is selected, choose the corresponding system field from the list. For example, phone number fields are in the Record section of the person record.
Export Key: The export key populates automatically based on the selected system field. For example, a phone field can use
sys:phone.Data Type: Change the data type to Telephone. This automatically formats valid phone numbers entered on the form. When invalid characters, such as letters, are entered, the value displays in red to indicate an entry error.
Size: Change the size to 32 so this field matches the other field widths.
Options: Select Required if the field should be required. The form cannot be submitted without responses for required fields.
After a phone number is entered, the Phone Number field validates and formats the submitted information.
