Field Types and Field Sets¶
Field Types¶
The following are valid field types for a question.
- Account Number
- Button
- Checkbox
- Credit Request
- Date
- Display Text
- Legal Name
- Number
- Percent
- Phone
- Secure Information
- Select - Multi
- Select - Single
- Select - Yes/No
- Social Security Number
- Tax ID
- Text
- Text Area
- Upload - Multi
- Upload - Single
Field Sets¶
The following are the field sets available as question types for a question. Field sets are a group of fields for which the display name and field type is predefined
- Address
- Address 1 (Text)
- Address 2 (Text)
- City (Text)
- Country (Select - Single)
- Zip (Text)
- Contact
- Title (Text)
- First Name (Text)
- Last Name (Text)
- Phone Number (Phone)
- Email (Email)
- Currency
- Currency (Text)
- Amount (Number)
- Financials
- Statement Date (Date)
- Sales (Number)
- Total Assets (Number)
- Total Liabilities (Number)
- Total Current Assets (Number)
- Total Current Liabilities (Number)
- Equity (Number)
- Operating Income (Number)
- Net Income (Number)
- Statement Type (Text)
- Fiscal Year End (Text)
- Fiscal Year (Text)
- Country (Select - Single)
- Bank Reference
- Bank or Financial Institution Name (Text)
- Bank or Financial Institution Officer (Text)
- Bank or Financial Institution Phone Number (Phone)
- Bank or Financial Institution Email (Email)
- Address 1 (Text)
- Address 2 (Text)
- City (Text)
- Country (Select - Single)
- Zip (Text)
- Trade Reference
- Name (Text)
- Account Number (Text)
- Email Address (Email)
- Phone Number (Phone)
- Address 1 (Text)
- Address 2 (Text)
- City (Text)
- Country (Select - Single)
- Zip (Text)
- US State Tax Certificate
- Tax Certificate (Select - Single)
- State (Select - Multi)
- Expiration Date (Date)