How to Add Questions/Data Fields Alongside Your Simple Upload Form (Adding Form Fields)

I have a form that asks my staff to upload an image (for example, of a license or certification), and I want to add some accompanying questions alongside the upload.
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Just as an admin can add custom fields to the staff’s profile, you can also add custom fields to a form. This field will present a question alongside the form to the employee when they are completing it, and can be a great way to collect data that would otherwise be embedded in an image.

Note: WorkBright does not support combining upload forms with text editor forms. This limitation may affect how you structure your forms and collect data.

For example, you might create a custom field alongside a Driver’s License Upload form to ask the employee to input the expiration date. You could then use the reports tool to pull all driver’s license expiration dates.

Employee View - Example of Custom Form Field

How to Create a Custom Form Field

Note: The self-service custom field creation process applies only to certain form types. For upload forms requiring additional fields, refer to the alternative process described below.

Go to Onboarding (at the Top) > Forms (On the Left)

Hover over the form you wish to edit. A small menu will appear to the right that includes “Edit” and “Edit Fields.” Select “Edit Fields.”

2. This will bring you into a screen where you can add new or edit existing fields associated with this form. Click the “+New Field” button to start a new field.

3. Create the field. You’ll have a few different options for what format you’d like to request the information from the employee in -- if you don’t see the type you’re looking for, that’s ok: simply choose either of the “Text Field” options to get a blank field.

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