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Which form fields are supported in Connect?

This is a list of supported and unsupported fields in Connect with other limitations

Updated over a week ago

Supported Fields

  • Address

  • Address Global Lookup

  • Address Lookup

  • Canada, U.S., and U.K.

  • Attach Doc

  • Checkbox

  • Currency

  • Date

  • Decimal

  • Dropdown

  • Email

  • Email Trigger

  • Image

  • Label (Simple)

  • Label (HTML)

  • Likert Scale

  • Masked Dropdown

  • Masked Radio Button

  • Milestones/Goals

  • Multi-Line

  • Multi-Select Dropdown

  • Name

  • Numeric

  • Phone

  • Radio Button

  • Signature

  • Social Security Number

  • State

  • Text

  • Time

  • Zip

Note:

  • Multi-Select Dropdown fields will show as checkbox fields.

  • The Date fields' format will be determined by your site settings:

    United States: MM-DD-YYYY

    United Kingdom: DD-MM-YYYY

    Canada: YYYY-MM-DD

  • Address Lookup will not suggest an address when data is entered

Unsupported Fields

  • Append Only

  • Auto Populate

  • Calculations (all types)

  • Dropdown Date

  • Dynamic Fields

  • Grant

  • Grant Invitation

  • Link

  • Record Lock

  • Review Assignment

  • Scheduler

  • Smart Lists

  • User Creation

  • User List

  • Website

Note: The field property 'Hint' is not supported.

Form Logic

Supported Fields, Conditions and Actions

Limitations

Form/Record Permissions Notes:

  • A Tier 1 form must be associated with a program for it to be used as a Participant Type when setting up a new type under Connect -> Participants

  • A participant record must be assigned to the program for which the Connect administrator has granted participants access to in order for the participant to view and fill out any Tier 2 forms associated with their record

  • Email triggers are supported in some capacity. Please refer to this article for additional details.
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