Forms: 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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice
ie "Name" or "What is your name" or "Please enter your name"
TypeField
Data TypeText
InformationEnter any information your would like to be displayed with this field
Default ValueYou may choose to enter a pre-fill for this field, which the Customer can over-ride
RequiredSelecting 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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice ie "What is your favourite colour?" or "Please select from the below" 
TypeField
Data TypeMultiple
InformationEnter any information you would like to be displayed with this field
Default ValueYou may choose to enter a default selection for this field. This must match one of the options in the 'Values' field

RequiredSelecting 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*
ValuesPlease 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:


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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice, ie "I agree to the term and conditions"
TypeField
Data TypeCheckbox
InformationEnter any information you would like to be displayed with this item
Default ValueYou may choose to have the checkbox preselected by default
To do this, enter '1' in this field
RequiredSelecting 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:


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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice ie "Do you have any allergies?"
TypeField
Data TypeYes / No
InformationEnter any information you would like to be displayed with this item
Default ValueLeave this blank
RequiredSelecting 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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice ie "Age" or "What is your age" or "Please enter your age"
TypeField
Data TypeNumber
InformationEnter any information you would like to be displayed with this item
Default ValueYou may choose to enter a pre-fill for this field, which the Customer can over-ride
RequiredSelecting 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:


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:

FieldDescription
NameThe 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"
TypeField
Data TypeDate
InformationEnter any information you would like to be displayed with this item
Default ValueYou may choose to enter a pre-fill for this field, which the Customer can over-ride
RequiredSelecting 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:


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:

FieldDescription
NameThe name of the field, is the label /question / statement of your choice, ie "Please sign below"
TypeField
Data TypeSignature 
InformationEnter any information you would like to be displayed with this item
Default ValueYou may choose to enter a pre-fill for this field, which the Customer can over-ride
RequiredSelecting 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:

In the Form preview  the Signature Field will appear as the below example:


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