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
   
   
   • 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
   
   
   
4. 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
     
     
5. Click Save Changes
   
   
   
6. 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
     
     
7. Edit the Visual tab, if necessary
   
   
   
8. Click Save Changes
   
   
   
9. Scroll to the top of the form and click Save or Save and Publish