This article lists the supported and unsupported fields in Connect and Intake with other limitations.
Note: Default Values are not currently supported in Connect or Intake forms. If you include a field with a Default Value, that value will not pre-fill when the form is sent to a client. For more details, see our Connect FAQ article.
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:
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.