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Field types
Capture profiles support 15 field types. This page is the complete reference; for how fields fit into profiles, see Capture profiles.
All 15 types
| Type | What the field user sees/does | Options you can set | Example use |
|---|---|---|---|
| text | A single-line text box. | Required, help text, min/max length, pattern, conditional visibility | Claim number, policyholder name |
| long_text | A multi-line text area for narratives. | Required, help text, min/max length, conditional visibility | Loss description, adjuster notes |
| number | A numeric keypad entry. | Required, help text, min/max value, conditional visibility | Number of rooms affected, quantity of an item |
| currency | A money amount entry. | Required, help text, min/max value, conditional visibility | Estimated item value, deductible |
| boolean | A yes/no toggle. | Required, help text, conditional visibility | "Utilities shut off?", "Pre-existing damage?" |
| date | A calendar date picker. | Required, help text, conditional visibility | Date of loss, purchase date of an item |
| datetime | A date picker plus time. | Required, help text, conditional visibility | Exact time of incident, inspection appointment |
| select | Pick one option from a list. | Required, help text, options list, conditional visibility | Cause of loss, room type, condition rating |
| multiselect | Pick any number of options from a list. | Required, help text, options list, conditional visibility | Damage types present, services required |
| phone | A phone number entry. | Required, help text, conditional visibility | Policyholder contact number |
| An email address entry. | Required, help text, conditional visibility | Policyholder email | |
| barcode | Scan a barcode or QR code with the device camera. | Required, help text, conditional visibility | Appliance serial tags, inventory barcodes |
| file | Attach a file, captured in the field app. | Required, help text, conditional visibility | Scanned policy document, contractor estimate |
| media_ref | Reference another captured media item. | Required, help text, conditional visibility | Link an item entry to its photo |
| signature | Draw a signature on the device screen. | Required, help text, conditional visibility | Policyholder sign-off, authorization to proceed |
Options reference
- Required: the field must be filled before work can be submitted.
- Help text: a hint shown beneath the field in the field app.
- Min / Max: numeric bounds, available on number and currency.
- Min length / Max length / Pattern: text constraints, available on text-like fields. Patterns are regular expressions for strict formats such as claim numbers.
- Options list: the choices offered by select and multiselect fields.
- Conditional visibility: show the field only when a rule is met, in the form "When field {sibling} Equals {value}". The rule references a sibling field in the same entity. Example: show "Cause of loss detail" only when "Cause of loss" equals Other.
Notes
- file, media_ref, and signature are field-app only. They are captured in the iOS app and appear read-only in the console. You can view their values but not edit them.
- Keys are auto-generated. When you type a label like "Loss Information", the key becomes
loss_informationautomatically (snake_case: lowercase words joined by underscores). Keys are the stable identifiers used in event data and webhooks. - There are no per-assignment photo-count minimums. If a carrier requires a minimum number of photos per room, enforce it through review practice rather than profile configuration.