Forms and Surveys: Quick Add Fields & Edit Custom Fields

The Quick Add Fields & Edit Custom Fields feature is designed to make your forms/surveys more efficient and user-friendly. This feature eliminates the need for multiple steps and simplifies customization, providing a seamless experience for users.

How to Use

Quick Add Custom Fields

1. Access Form/Survey Builder:

   • Navigate to the form or survey builder section in your platform.

1. Drag and Drop Custom Fields:

   • Select the desired custom field type (e.g., Radio Select, Single Line, Multi Line, Checkbox, etc.).

   • Drag and drop the field into the form or survey.

1. Customize the Field:

   • Customize the options for dropdowns, radio buttons, checkboxes, and file input options for file upload fields.

   • Set the custom field name and unique key.

2. Save the Form/Survey:

   • Once you’ve added and customized your fields, save the form or survey to make the custom fields available across all areas.

1. Edit Custom Fields:

   • You can edit properties of newly created or existing custom fields from the custom fields section.

   • Adjust options, reorder, or delete as needed.

Notes

• Field Locking: After saving the form or survey, the custom field name and unique key are locked and can only be edited from the custom fields section.

• Simplified Workflow: This feature significantly reduces the number of steps, making the process of adding and managing custom fields quicker and easier.

Pro Tips

• Organize Your Fields: Use descriptive names for custom fields to make them easily identifiable later.

• Preview Changes: Always preview your form or survey to ensure all fields are correctly configured before finalizing.

• Leverage Field Types: Make use of various field types like Radio Select, Multi-Line, and Date Picker to gather more specific information from respondents.