Configuring Fields

After importing a template, you can configure each detected field to match your workflow.

Field options

Label

The display name shown in the fill form. By default, Picaro converts {{field_name}} to “Field name”. You can change this to anything.

Help text

Optional description shown below the field. Use this to explain what the field is for or provide formatting hints.

Default value

Pre-filled value shown when the form loads. Useful for fields that usually have the same value.

Validation

Set rules to ensure fields are filled correctly:

• Required — Field must have a value
• Min length — Minimum character count
• Max length — Maximum character count
• Pattern — Regular expression pattern

Field types

Type	Use for
Text	Names, titles, short text
Textarea	Long descriptions, addresses
Number	Amounts, quantities
Date	Dates with formatting options
Select	Dropdown with predefined options
Checkbox	Yes/no or true/false values

Conditional visibility

Show or hide a field based on the value of another field. This is useful for forms where some fields only apply in certain situations.

Field groups

Organize related fields into collapsible groups. This keeps long forms manageable.

Output naming

Configure how exported files are named using field values:

{{client_name}}_{{document_type}}_{{date}}

This might produce: Acme_Corp_Contract_2024-01-15.pdf

Example configuration

For a contract template with fields {{client_name}}, {{project_scope}}, and {{total_amount}}:

Field	Label	Type	Required	Default
client_name	Client Name	Text	Yes	—
project_scope	Project Scope	Textarea	Yes	—
total_amount	Total Amount	Number	Yes	0

Next steps

• Single Fill Workflow — Fill and export individual documents
• Bulk Fill from Excel — Generate documents in bulk