How do I add fields to a Form?
Adding fields to your Form allows you to create a variety of different question/statement/response options within the Form
To add a field to your Form, follow the instructions for creating a Form, and click +Add Item
The Type will already be pre-selected to Field
Use the Data Type field to select your data type
TO ADD A TEXT FIELD:
A Text Field allows your Customers to complete the field using text format
Select Text from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice ie "Name" or "What is your name" or "Please enter your name" |
Type | Field |
Data Type | Text |
Information | Enter any information your would like to be displayed with this field |
Default Value | You may choose to enter a pre-fill for this field, which the Customer can over-ride |
Required | Selecting this checkbox makes this field a required field ie the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk* |
Click Save
The Text Field will appear in your list of items:
In the Form preview the Text Field will appear as the below example:
TO ADD A LONG TEXT FIELD:
A Long Text Field is much the same as a Text field, but allows a response to be entered over multiple lines
Select Long Text from the Data Type field
Complete the required fields and click Save
The Long Text field will appear in your list of items:
In the Form preview the Long Text Field will appear as the below example:
TO ADD A MULTIPLE CHOICE FIELD:
A Multiple Choice Field allows your Customers to select from a drop down list of responses
Select Multiple Choice from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice ie "What is your favourite colour?" or "Please select from the below" |
Type | Field |
Data Type | Multiple |
Information | Enter any information you would like to be displayed with this field |
Default Value | You may choose to enter a default selection for this field. This must match one of the options in the 'Values' field |
Required | Selecting this checkbox makes this field a required field
, ie the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk* |
Values | Please enter the drop down menu options one underneath the other ie: Blue Yellow Green |
Click Save
The Multiple Choice Field will appear in your list of items:
TO ADD A CHECKBOX FIELD:
A Checkbox Field allows your Customers to select a checkbox to confirm they have read/agree with something
Select Checkbox from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice, ie "I agree to the term and conditions" |
Type | Field |
Data Type | Checkbox |
Information | Enter any information you would like to be displayed with this item |
Default Value | You may choose to have the checkbox preselected by default To do this, enter '1' in this field |
Required | Selecting this checkbox makes this field a required field, ie the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk* |
Click Save
The Checkbox Field will appear in your list of items:
TO ADD A YES / NO FIELD:
A Yes / No Field allows your Customers to complete the field by selecting either 'Yes' or 'No'
Select Yes / No from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice ie "Do you have any allergies?" |
Type | Field |
Data Type | Yes / No |
Information | Enter any information you would like to be displayed with this item |
Default Value | Leave this blank |
Required | Selecting this checkbox makes this field a required field
, ie the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk* |
Click Save
The Yes / No Field will appear in your list of items:
In the Form preview the Yes / No field will appear as the below example:
TO ADD A NUMBER FIELD:
Number Fields allow your Customers to complete the field using number format
Select Number from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice ie "Age" or "What is your age" or "Please enter your age" |
Type | Field |
Data Type | Number |
Information | Enter any information you would like to be displayed with this item |
Default Value | You may choose to enter a pre-fill for this field, which the Customer can over-ride |
Required | Selecting this checkbox makes this field a required field
,ie the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk* |
Click Save
The Number Field will appear in your list of items:
TO ADD A DATE FIELD:
Date Fields allow your Customer to complete the field using date format
Select Date from the Date Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice ie "Date of Birth" or "What is your date of birth" or "Please enter your date of birth" |
Type | Field |
Data Type | Date |
Information | Enter any information you would like to be displayed with this item |
Default Value | You may choose to enter a pre-fill for this field, which the Customer can over-ride |
Required | Selecting this checkbox makes this field a required field ,ie the Form cannot be submitted if this field is not complete |
Click Save
The Date Field will appear in your list of items:
TO ADD A SIGNATURE FIELD:
Signature Fields allow your Customer to sign the form using their mouse or touch pad
Select Signature from the Data Type field
Complete the following fields:
Field | Description |
Name | The name of the field, is the label /question / statement of your choice, ie "Please sign below" |
Type | Field |
Data Type | Signature |
Information | Enter any information you would like to be displayed with this item |
Default Value | You may choose to enter a pre-fill for this field, which the Customer can over-ride |
Required | Selecting this checkbox makes this field a required field ie the Form cannot be submitted if this field is not complete |
Click Save
The Signature Field will appear in your list of items: