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Add Fields to a Form

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png

 

Overview

This article will show you how to add fields to a form. 

Instructions

  1. Create a New Form or Modify an Existing Form
  2. Drag and drop a Field Type to your form
    field_types.png
    • Short Answer: Will allow for a short answer
      • Note: Character limit of 999 characters
    • Long Answer: Will allow for a long answer
      • Note: Character limit of 9999 characters
    • Checkboxes: Add checkbox options, users will be able to check multiple options on the form
      • Note: No limit to the number of checkboxes you can create
    • Dropdown: Add drop-down options for users to choose from
      • Note: No limit to the number of drop-down options you can create
    • Radio Buttons: Add radio button options, users will only be able to select one option on the form
      • Note: No limit to the number of radio buttons you can create
    • Section Break: Add a section break to the form
    • Reply Email: Will allow a reply email to be entered
    • Page Break: Add a page break to separate the form into multiple pages with tabs
    • Date/Time: Will allow a date/time to be added to the form
    • File Upload: Will allow files to be uploaded
    • Image: Add an image to the form
    • Link: Add a link to the form
    • Text: Create a text block on the form
    • Masked Input: Will allow for masked input on an item
    • External Integration: Add an external URL and instructions
  3. You can also drag and drop existing Field Sets to your form
    field_sets.png
  4. Fill out the Properties for the field
    Properties.png
    • Note: The Properties available will differ based on the field type selected
    • Label: Add a label for the field
    • Instructions: Write any necessary instructions for users
    • Width: Choose the width of the field
    • Required: Check if the field is required for submission of the form
  5. Click Save Changes
    save_changes.png
  6. Reopen the field and edit the Advanced tab, if necessary
    advanced_tab.png
  7. Edit the Visual tab, if necessary
    visual.png
  8. Click Save Changes
    select_save_changes_to_save_fields.jpg
  9. Scroll to the top of the form and click Save or Save and Publish
    select_save_or_save_and_publish_to_save_form_changes.jpg



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