Once a Custom Form Field is created and the Field Type is selected, you are unable to later change the Field Type.
So, what do you do if you NEED to change the field type? There are two options here:
Delete the Custom Form Field and recreate it as you need. Using this option is good if the field hasn’t been used, or if the form in question doesn’t have important data.
Deleting a Custom Form Field ALSO deletes any data already associated with this field. As an example, if 200 onboardees have already responded to this field as they’ve been completing the associated form, deleting the field will mean you will no longer be able to retrieve or see their responses. It will also delete their responses from their forms.
Marking the current Custom Form Field as Internal (so that employees no longer see the field) and recreating the Custom Form Field, you’ll also want to update the current Custom Form Field name to indicate that the field is no longer being used. This could look like “OLD DO NOT USE – phone number”. Using this option is good if you don’t want to lose any previous data.
How do you delete the Custom Form Field?
Click on Onboarding up top
Click on Forms on the left side of your screen
Locate the form in question, hover over the form name, and you'll see a drop-down appear on the right side of the screen. Click on the drop-down and then click "Edit Fields."
You'll then need to locate the field in question, click on the ellipsis then click "Delete".
Please know that you won't be asked to confirm if you really want to delete the field. After you click delete, the field and responses will be deleted.
From here, you can re-add the field as you need.
How do you mark a Custom Form Field as internal and change the name?
Follow steps 1-3 listed above
You'll then need to locate the field in question, click on the ellipsis then click "Edit".
You can now change the Field Label to include "OLD" or any variation that will help you remember that this field is no longer being used
You will then look at "Other Settings" and check the box "This field is internal".
If this field is marked as required, we recommend that you unmark this. Also, admins on your account will still see the field, however, employees will not.
You can now re-add the field as needed.