Configure what character types users can enter when using a form. Use this option to ensure they enter data in the correct format.

You can only configure the character types that users can enter for the Name field and text-formatted list properties or line items.

You can use the validation rule Field is required on all fields types except Boolean.

To configure character types:

  1. Open your page in designer mode. Select in the toolbar.
  2. Choose from where you want to change your form.
    • For an action in an action card's menu, select Configure actions in the menu.
    • For an action button in the action card, select the action card's Edit icon.
    • For actions on a worksheet page toolbar, select the Configure worksheet actions button.
  3. Select the Manage tab.
  4. Select the ellipsis to the right of the form you want to configure, and select Edit.
  5. Hover your cursor over the field you want to configure, then select the cog icon in the top-right.
  6. Under Validation rules, toggle:
Validation RuleFunction
Field is requiredOption to ensure users complete the field.
WhitespaceEnables entry of spaces and tabs.
Lowercase letters (a-z)Enables entry of 1–60 lowercase characters.
Uppercase letters (A-Z)Enables entry of 1–60 lowercase characters.
Numbers (0–9)Enables entry of numbers. The number can be negative, with minimum and maximum values configured by the page builder.
Special characters

If selected, select:

  • All special characters: Enables entry of all special characters.
  • Hyphens '-' and Underscores '_' only: Enables entry of only hyphens and underscores.
Specify field length

If selected, specify minimum and maximum values:

  • Minimum value should be at least 1 and less than or equal to the maximum.
  • Maximum value should be greater than the minimum value and less than or equal to 60.
  1. Select Update when you've configured the character types that users can enter for a form.

Note: A required field displays on a form with a red asterisk after the field name. Submit is only enabled when all required form fields are completed.

The updated form is available for users when you Publish the page.