Complete guide to form field types and configuration in AUTOMY
Knowledge Center — Admin Studio
By Lily Dominguez Guerra ·
This manual explains how to select and configure the main form field types in AUTOMY.
Choosing the right type improves validation, calculations, reporting, and the user experience. 🎯 What you will learn Select the right field type for each value.
Configure fields without depending on support.
Avoid formula, automation, and reporting errors.
A well-designed form prevents errors, reduces rework, and improves the user experience. — AUTOMY Team 🧠 How to select a field type Before creating a field, identify the true nature of its data: Is it short text or a long description? Is it a number? Does it require decimals? Does it represent a date, time, or both? Should the value come from a controlled list? Does it represent a person registered in AUTOMY? ⚠️ Choosing the wrong type can affect validation, calculations, reports, and future automations.
Do not use Text for numbers, amounts, or dates that must later be processed.
Requirement Recommended type Name, document, code, or license plate Text Long description or justification Multi-line Text Quantity without decimals Integer Amount, weight, or percentage Decimal Number Binary confirmation Yes / No Complete timestamp Date and Time Day without time information Date Time without a date Time Controlled options Choice Person or group of people User Selector ⚙️ General settings These properties may apply to every field type, depending on the available configuration: Setting Purpose Recommendation Field Group Visually organizes the form.
Group fields by topic or stage; this does not change logic.
Display Text / Long Text Defines the visible label.
Use Long Text when a label may otherwise be truncated.
Select small, medium, or large based on expected content.
Enable Scanner Completes a value from a QR code.