Form fields

A detailed explanation of each form field and the options available

Kevin Senior avatar
Written by Kevin Senior
Updated over a week ago

All form fields have their individual use cases but most contain three of the same features.

A question or instruction must be added to every field. You have the option of adding a description or further explanation, which appears beneath the question. You can also make the field mandatory, by checking the 'Required' box.

Standard form fields

Text fields (single line and paragraph)

These are the most commonly used fields. A single line text field is designed for a response that only requires a small amount of text. A paragraph text field allows more text to be entered but also allows the response to be entered on seperate lines e.g. as an address might be entered.

Number field

This field is useful if you want a numeric response formatted as a currency or percentage.

If the symbol or format you require isn't listed, select the 'Custom' option. You can add a symbol of your choice, choose which side of the number it should display and whether to add a decimal.

A drop-down field is perfect if you require a single selection from a predetermined list of choices. Add the options you want to include in your list. New options can be added by pressing return between each entry or by clicking the 'Add an option' link.

The benefit of using a drop-down field over a single-choice list field, is space. This field only takes up a single line on your form, rather than several.

Single & Multi-choice fields

Both of these fields allow you to create a predetermined list of choices. The only difference is the 'Multi-choice' field allows multiple selections, whereas the 'Single-choice' restricts the response to a single selection.

Add the options you want to include in your list. New options can be added by pressing return between each entry or by clicking the 'Add an option' link.

You also have the option of adding to additional 'Other' option, to your list of choices, by clicking the 'Add Other option' link.

If the 'Other' option is selected a text field appears that allows the recipient to add their own option as free text.

Date field

The date field is automatically formatted as dd/mm/yyyy or mm/dd/yyyy depending on the recipients geographical location. If you check the 'Date & Time' box the recipient will be asked to add the time, as well as date, in a hh:mm (24-hour format).

File attachment field

Just add a question or instruction. There are no additional options on the 'File attachment' field.

The recipient can add as files individually or in bulk by selecting more than one file at a time. All of the files that have been uploaded will appear in a list beneath the 'Select files' button.

Signature field

There are several ways that a recipient can add their signature to this field. You decide on the options you want to make available.

Draw it: - The recipient uses their mouse pointer as a pen to sign free hand.

Type it: - The recipient types their name selecting a style of their choice.

Upload image: - The recipient uploads an image of their own signature.

Special form fields

Section title

Section titles are particularly useful for longer forms. They act as a bookmark, making is easy for recipients to quickly navigate to each section.

After adding a section titles an index will automatically appear to anyone completing the form. Click on a section title and the form will conveniently scroll to the beginning of that section.

Free text

The 'Free text' section does not require a response from the recipient. It is used to add text or other elements to your form. As follows:

  • Format the size, style, alignment and colour of text.

  • Add bullet point or numbered lists.

  • Create and populate tables.

  • Hyperlink text for quick access to other online resources.

Section divider

There are no options to consider when adding a 'Section divider'. They are purely used as a design element, to create sections in longer forms.

Repeatable section

This field is incredibly useful if you want the recipient to be able to add the details of an unknown quantity of items, into a single form (commonly used when adding information for several different individuals). The 'Repeatable section' field allows you to group fields together, which can then be replicated by the recipient any number of times.

Give your 'Repeatable section' of fields a name, which will used as the group heading. Each section that is added will automatically have a sequential number appended to it's heading, so that they are easily distinguishable.

Drag and drop the fields you require into the 'Repeatable section' drag and drop panel, then configure them as you would normally.

User select

This field provides a drop-down list of workspace members. The default setting is 'All Members' of the workspace but you can remove that and select individuals if you prefer.

The 'User select' field becomes really useful when it is used in conjunction with form actions, to automatically assign the next step of a process to the selected user, after the form is submitted.

Adding form Actions

In the top right hand corner of your screen you will find the option to 'Preview' your form. When you are happy with the layout, click 'Next' to add Actions to your form.

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