When creating a new form using Form Builder, you can use eight generic fields. Each generic field has one or more options that can be customized in the field settings.

Table: Generic fields and customization

Generic field

Image

Customization options

Date

Date iM GF.jpg

  • Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

  • Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

  • Required Field: Turn on to set the date field as required when the form renders in iManage Work.

Boolean

Boolean iM GF.jpg

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Set default value: Turn on to set the default value for the Boolean field (true or false) when the form renders in iManage Work.

Text

Text iM GF.gif

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Required Field: Turn on to set the text field as required when the form renders in iManage Work.

Text length: Select to configure if you want the text field to be a short or long field based on the requirement.

Prompt for Autofill with Ask iManage: Use this to auto-populate the text field when the form renders in iManage Work, based on the prompt configured for text fields.
NOTE: Only available when Ask iManage application is enabled for your tenant.

Number

Number iM GF.gif

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Required Field: Turn on to set the number field as required when the form renders in iManage Work.

Number Format: Select between Integer or Decimal.

Maximum and Minimum Value: Select either Integer or Decimal and then set a lower and upper limits.

Dropdown

Dropdown iM GF.gif

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Required Field: Turn on to set the dropdown field as required when the form renders in iManage Work.

DROPDOWN VALUES:

Select to add up to 25 dropdown values.

Every dropdown option is associated with an ID and a Label.

NOTE: The dropdown ID has to be unique for the dropdown field.

Custom message

Custom msg iM GF.jpg

Message: Edit the message content.

NOTE:

  • Users can use HTML tags to format the text in the custom message: <b>, <strong>, <em>, <u>, <br>, <i>.

  • The custom message field has a character limit of 256.

Style: Select if the custom message must be displayed either as an Info or Warning label (or None for un-styled) on the user interface.

Dismissible: Turn on to set the custom message field as dismissible.

User

User iM GF.gif

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Required Field: Turn on to set the value for the user field as required when the form renders in iManage Work.

Input type:

Select Single value to allow single user selection in the form when it renders.

Select Multi value to allow multiple user selections in the form when it renders. External email addresses provided by users can be separated by a comma.

User Selection:

Select Allow users from current library only to allow users who are a part of the library in which the form is being created.

Select Allow any user or email address to allow users who are a part of the library in which the form is created. For users who aren’t a part of the iManage Work system, they can enter their email address in the following format:

Browse iManage

Browse iM GF.jpg

Name: Will be visible to the users of the form and in the Microsoft Power Automate designer.

Field ID: Will only be visible in the run logs of Microsoft’s Power Automate workflow.

Button Label: Set the name of the label as preferred.

Required Field: Turn on to set the value for the browse field as required when the form renders in iManage Work.

Allow selection from current library only: Select this is to allow selection of folders from current library only upon browsing.