Overview
This article will show you how to add fields to a form.
Instructions
- Create a New Form or Modify an Existing Form
- Drag and drop a Field Type to your form
- 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
- Short Answer: Will allow for a short answer
- You can also drag and drop existing Field Sets to your form
- Fill out the Properties for the field
- 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
- Click Save Changes
- Reopen the field and edit the Advanced tab, if necessary
- Note: The Advanced options may differ based on the field type selected
- Internal use only: Mark a field to be only seen by internal staff
- Default Answer: Set a default answer
- New Condition: Set a condition for the field
- Edit the Visual tab, if necessary
- Click Save Changes
- Scroll to the top of the form and click Save or Save and Publish
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