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 tap +Add Item 


Tap directly on the Type and select Field from the pop-up box

Then tap on Data Type to select your data type (this is the format of your question/statement/response)


Below are examples of how each Data Type appears within a Form:


As well as how each Data Type appears in the Preview mode:


TO ADD A TEXT FIELD:

A Text Field allows your Customer to complete the field using text format

Select Text from the Data Type pop-up


Complete the following fields:

FieldDescription
TypeField 
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"
Data TypeText 
InformationEnter any information your would like to be displayed with this field
Required Sliding the Enable button to the right makes this field a required field
i.e. the Form cannot be submitted if this field is not complete
Required fields will be marked with an asterisk*
Default ValueYou may choose to enter a pre-fill for this field, which the Customer can override

Tap Save


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 pop-up

Complete the required Fields and tap Save


TO ADD A MULTIPLE CHOICE FIELD:

A Multiple Choice Field allows your Customer to select from a drop-down list of responses

Select Multiple Choice from the Data Type pop-up


Complete the following fields: 

FieldDescription
TypeField
NameThe name of the field is the label/question/statement of your choice
i.e. "What is your favourite colour?" or "Please select from the below options"
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
RequiredSliding the Enable button to the right makes this field a required field,
i.e. the Form cannot be submitted if this field is not complete
Required fields will be marked with an asterisk*
ValuesTap + Add Value to add the list of possible options / answers
Enter the value into the Add Value pop-up box and tap OK, repeat as necessary

Tap Save


TO ADD A CHECKBOX FIELD:

Checkbox Field allows your Customers to select a checkbox to confirm they have read/agree with something

Select Checkbox from the Data Type pop-up


Complete the following fields:

FieldDescription
TypeField
NameThe name of the field, is the label /question / statement of your choice ie "Do you have any allergies?"
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*

Tap Save


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 pop-up


Complete the following fields:

FieldDescription
TypeField
NameThe name of the field is the label/question/statement of your choice, eg 'Do you have any allergies?"
Data TypeYes / No 
InformationEnter any information you would like to be displayed with this item
RequiredSlide the Enable button to the right and make this a required field i.e. the Form cannot be submitted if this field is not complete.
Required fields will be marked with an asterix*
Default ValueSlide the Enable button to the right and choose to have the checkbox preselected by default

Tap Save


TO ADD A NUMBER FIELD:

Number Fields allow your Customer to complete the field using number format

Select Number from the Data Type pop-up


Complete the following fields:

FieldDescription
TypeField 
NameThe name of the field is the label/question/statement of your choice e.g. "Please enter your age"
Data TypeNumber
InformationEnter any information you would like to be displayed with this item
RequiredSliding the Enable button to the right makes this field a required field, i.e. the Form cannot be submitted if this field is not complete Required fields will be marked with an asterisk*
Default Value
You may choose to enter a pre-fill for this field, which the Customer can over-ride

Tap Save


TO ADD A DATE FIELD:

Date Fields allow your customer to complete the field using date format

Select Date from the Data Type pop-up


Complete the following fields: 

FieldDescription
TypeField 
NameThe name of the field is the label/statement/question of your choice e.e "Date of Birth" or "What is your date of birth?"
Data TypeDate 
InformationEnter any information you would like to be displayed with this item
RequiredSliding this enable button to the right makes this field a required field, i.e. the Form cannot be submitted if this field is not complete

Tap Save


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 pop-up


Complete the following fields:

FieldDescription
TypeField 
NameThe name of the field/statement/question of your choice e.g "Please sign"
Data TypeSignature
InformationEnter any information you would like to be displayed with this item
RequiredSliding the Enable button to the right makes this field a required field i.e. the Form cannot be submitted if this field is not complete

Tap Save


When your Customer taps in the Signature Field, a box will appear. Your customer can use their finger to sign their name inside the box

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