Set up an Email field
Level: beginner
Use Email fields to manage emails. This is particularly useful for any app that involves internal or external communication, including email marketing.
Example
Set up a Preferred contact email (request) email field on the request page. Turn on email format validation.
- Drag an Email field to the canvas and open the field setup area.
- Enter “Preferred contact email (request)” in the Title parameter. You can click the
button to the right to localize the title to other languages you are going to use in the app. Learn more about localizing Freedom UI elements in a separate article: Localize a Freedom UI element. - Review the unique name Creatio uses to add a column in the Code parameter. The parameter is populated automatically. You can specify a custom code that starts with the prefix specified in the “Prefix for object name” (“SchemaNamePrefix”) system setting (by default, “Usr”) if needed. This helps no-code creators and software developers to grow and maintain the app easier. For this example, change the code to “UsrRequestPreferredContactEmail.”
- View the field format in the Format parameter. Only “Email address” value is available.
- Enter internal information about the field that helps to understand its functionality in the Description parameter. Creatio displays this information in the Object Designer. For this example, enter “Preferred contact email specified by the requester. If the field is empty, use the email specified on the contact page.” You can localize the parameter similarly to the Title parameter.
- Select No in the Required parameter.
- Clear the Copy this value while copying records checkbox to prevent Creatio from copying the field value to the record copy in the list. This option is useful for fields that contain system values, auto-populated data, or unique record data.
- Select the Validate format checkbox to make the field accept values only in the format of “username@domain.extension.” This does not check whether the email address is operational.
- Click the
or 
button in the Visibility group to make the element visible or invisible by default on the page, respectively. For this example, leave the field visible. - Click Setup conditions in the Visibility group to set up element business rules. For this example, do not add business rules. Learn more about setting up business rules in a separate article: Set up business rules.
- Specify the position of the title relative to the field in the Title position parameter. For this example, select “Above.”
- Enter Title on page parameter if the title on the page must differ from the title in Creatio. For this example, enter “Preferred contact email.” You can localize the parameter similarly to the Title parameter.
- Enter the hint on how to fill out the field in the Placeholder parameter. Creatio displays hints in fields before a user starts entering a value. For this example, leave the parameter empty. If you fill out the parameter, you can localize it similarly to the Title parameter.
- Enter the tooltip that contains an additional hint in the Tooltip parameter. After you fill out the parameter, Creatio displays the
icon next to the field. Hold the pointer over the icon to view the tooltip. For this example, enter “Email format must be valid, e. g., username@domain.extension.” You can localize the parameter similarly to the Title parameter. - Change the data source in the Data source parameter. For this example, use the original data source.
- View the unique field code in the page schema in the Element code parameter. Creatio uses this code in page schemas. You can change it if needed. This helps software developers to customize the app easier, especially if you have multiple similar fields on the page. For this example, leave the code as is.
As a result, Creatio will add the Preferred contact email (request) email field to the request page. The field will accept values that have a valid email format.