Creating Custom Fields

Modified on Wed, 12 Jun at 5:47 PM

Custom fields are used in forms and surveys to capture data and information that is outside the scope of normal questions
 like "Name, Email, and Phone Number".


   

Add New Custom Field

In order to create a new custom field, you would click this button in the top right corner. 


Once you have add deleted the type of field you want to create, click next. 


Add the name and sect the Group (this is where you want to see the information inside of the oc


Custom Field Options

Text Input


  • Single Line
    This text field is used when requesting the user to input a small amount of text as their answer.

  • Multiline
    This text field is used when requesting the user to input a large amount of text as their answer. 

  • Test Box List 
    You can label multiple boxes to collect data

Values

  • Number

    This field can only contain numbers

  • Phone
    Phone Number field

  • Monetary

    This field can be used for anything related to money

Choosing Options 

  • Dropdown Single Options 
    This allows the user to open a list of options to select from. They can only choose one option. 

  • Multiple Options 

    Like the "single options" field, this field opens up a drop-down selector. However, your user will be able to select multiple options with this field type.

  • Radio Select 

    Radio will give your user the ability to select their choice from a list of options. Unlike the checkbox field, radio buttons restrict the user to only selecting one choice

  • Checkbox Field
    This is your standard checkbox field. Users will be allowed to select multiple options when using the 
    checkbox option.

    • Date Field
      When clicked, the date field will open up a calendar that allows the user to select a specific date.

    • Textbox List Field 
       The text box list field gives your user a list of inputs that need to be filled. This is very useful when asking for text items closely related to keeping them all in one spot.

    • File Upload Field

      You can offer your user a file upload field where they can upload many different file types. You can also add an upload limit so the user does not upload too many files. Supported file types are: PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, CSV/XLSX


    • Signature Field 
      Using this field you can collect a signature from your user. They will need to draw their signature with their computer mouse or touchpad.


      Unique Key Configuration

      The system allows the creation of unique keys during the creation of a custom field.  Prior to saving, expand the section 'Additional Properties' to reveal the unique key field.  Make any necessary edits prior to saving.  Please note, that after the field is created, the key can't be edited. 


      Delete Custom Field

      To delete a custom field, click this icon.

      Once you delete a custom field, it is permanently deleted.


       












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