Topics in this article:
Adding a Field to a Form
You can add any field, whether it's a preexisting system field or a custom one, to any form (except the Commission Form). While you can add or remove any of these fields and reorder them as you choose, you can't rename them.
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
In-line with a form, click Edit.
Scroll down until you see the Available Fields section on the right.
Use the search bar to find a field. Then click the arrow button in-line with the field you want to add. Your change is saved automatically.
Making a Field Required or View-Only
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
In-line with a form, click Edit.
Scroll down to the Form Fields section, where you'll find the Required and View Only checkboxes.
Do one of the following (changes are saved automatically):
Click the Required checkbox to make the field required.
Click the View Only checkbox to make the field view-only.
Note: For more information on view-only fields, check out this article in our Knowledge Base.
Types of Fields
Here's a list of field types and a description of how each will behave in a form. When adding fields to forms, these field types appear in the Available Fields section.
Note: For help getting to the Available Fields section, see the section in this article called Adding a System Field to a Form.
Active Users: This field is a drop-down menu that includes all active users. In the gif below, the field Showing Assistant Test is a custom Active Users field.
Amount: This field is formatted for entering amounts of money (in dollars).
Bulk Text: This type of field is ideal when you want to allow for large amounts of text. There's no character limit to how much text you can enter. The boundary of the field can also be lengthened to make it easier to type several lines.
Date: This field only allows for dates.
Decimal: This field looks like a normal text field, but you won't be able to update the form unless a decimal is entered here.
Email: This field looks like a normal text field, but you won't be able to update the form unless an email is entered here.
Multiple Choice: This allows you to create multiple options for users to choose from. Users can only select 1 option.
Multiple Select: This allows you to create multiple options for users to choose from. Users can choose 1 or more options.
Number: Only whole numbers are allowed. You won't be able to update your form if there are letters or decimals in this field.
Percent: You can enter any number, including decimals, in this field. Note that even whole numbers default to showing 1 decimal place. You won't be able to update your form if there are letters or symbols (like a percent sign) in this field.
Phone: This field is formatted to only allow for 10-digit phone numbers.
Text: You can enter both numbers and letters in this field. When creating this field, you can set a length, which limits the user from entering more than a specified number of characters.
Web Link: Operates and appears like a text field. However, when a URL is saved in this field, an Open Link button appears. Clicking the button opens the link in a new tab.
Yes/No: This field appears as a drop-down with only 2 options: Yes and No.