đ´ Reviewer note:
Content updates made:
Added that fields can now be added, removed, and reordered directly from the redesigned Form Details page, without entering the full edit workflow
Noted that "Create a Field" now opens as a modal within the form builder instead of navigating to a separate page
Added a cross-reference to the Marking Customer Fields as Optional article, since the Optional checkbox is part of the same field setup
Fixed the broken "Add a Form" Jump to link, redirected to the correct live Create a Form article
Screenshots and placeholder links to replace before publishing:
All 6 screenshots and GIFs below are carried over from the live article and show the OLD "Create a Field" separate page flow, they need to be reshot to match the new modal before publishing
No screenshot exists yet for the new inline reorder capability on the Details page, add per the image standards once available
Three Jump to links ("Introduction to Fields," "Understanding and using customer fields list," "Multiple choice fields") point to a broken legacy intercom.help/teamup URL and the correct live URLs are not in my source data, confirm and fix before publishing
đ Overview
A Form's Fields come from the Customer Field section.
There will be times when you'll want to add or remove an existing field on a form, or add a question to a form that doesn't exist yet in the Customer Field section. The Add/Remove Fields page makes this easy.
đ ď¸ Setup
Adding or removing existing Fields
Head to Forms and Documents >> click Details next to the desired Form >> click Add/Remove Fields. Fields can also be added, removed, and reordered directly from the Form's Details page, without entering the full edit workflow.
Existing fields can be added or removed quickly and easily, just click the Add or Remove buttons as required. Your updates save automatically. You can also drag fields to reorder them.
Click Return to Form when you've finished adding your fields.
Creating new Fields on a form
When you need to create a new Field for one of your Forms, this flow creates the field in the Customer Field section and adds it to the Form in a single action. Multiple fields can be created and added at once.
Head to Forms and Documents >> click Details next to the desired Form >> click Add/Remove Fields >> Create a Field. This now opens as a modal without leaving the form builder.
Each field created will ask for:
A label, such as "How did you hear about us?", that specifies what the data means. This field has a 300 character limit.
A type, for example "Single line of text," which tells you what kind of data the field holds. There are several types to choose from: single line of text, long text, date, yes/no, whole numbers, decimal numbers, one choice, multiple choice, address, and phone number.
Whether it appears on the customer profile. Fields set as "Show on the customer profile page?" appear on the customer profile page on your business dashboard (Customers >> Customer list >> search customer) and can be edited from there as well.
Whether it is asked when you create customers via your business dashboard. Fields set as "Ask when adding customers via the business dashboard?" are shown to staff when creating customers on your business dashboard.
đĄ Fields are mandatory by default, but can be marked Optional in the field's setup. Click here to learn about marking Customer Fields as Optional.
After you've created your field, you have a few options:
Create another field the same way as above.
View the fields the form currently includes by clicking the + symbol.
Return to the form you started on by clicking Return to Form.
Jump to:
Introduction to Fields [BROKEN LINK, confirm correct URL before publishing]
Understanding and using customer fields list [BROKEN LINK, confirm correct URL before publishing]
Multiple choice fields [BROKEN LINK, confirm correct URL before publishing]