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 choiceie "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 completeRequired fields will be marked with an asterisk* |
Click Save
The T****ext 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 L****ong Text Field is much the same as a T****ext 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 completeRequired fields will be marked with an asterisk* | |
Values | Please enter the drop down menu options one underneath the other ie:BlueYellowGreen |
Click Save
The Multiple Choice Fieldwill appear in your list of items:
In the Form preview the Multiple Choice Field will appear as the example below:
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 defaultTo 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 completeRequired fields will be marked with an asterisk* |
Click Save
The Checkbox Fieldwill appear in your list of items:
In the Form preview the Checkbox Field will appear as the below example:
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 completeRequired fields will be marked with an asterisk* |
Click Save
The Yes / No Fieldwill 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 completeRequired fields will be marked with an asterisk* |
Click Save
The Number Fieldwill appear in your list of items:
In the Form preview the Number Field will appear as the below example:
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****Fieldwill appear in your list of items:
In the Form preview the Date Field will appear as the below example:
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 Fieldwill appear in your list of items:
In the Form preview the Signature Field will appear as the below example: