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Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

Select Fields (Dropdown)

How Administrators add dropdown list fields allowing users to select a single option from a predefined list.

The Select Field tool creates a dropdown menu where users choose one option from a list defined by the Administrator. It ensures consistency by preventing free text entry.

Steps to Add a Select Field

  1. Open the form in the Form Editor.
  2. Drag the 'Select Field' button to the desired location.
  3. Enter the 'Name' (label) for the field.
  4. Optionally, 'Add field help'.
  5. Set 'Mandatory' to Yes or No.
  6. Under 'Options', click 'Add'.
  7. Enter the 'Name' for the dropdown option.
  8. Enter an 'Abbreviation' if required (optional).
  9. Select 'Default' if this option should be pre-selected.
  10. Click 'Ok'.
  11. Repeat steps 6-10 for all dropdown options.
  12. Use the list management buttons (Up/Down arrows, Remove, Edit) if needed.
  13. Select 'Ok' on the main configuration window.
  14. Select 'Save' at the bottom of the Form Definition page.

Version: 3

Multiselect Checkbox Fields

How Administrators add fields allowing users to select multiple options from a predefined list, displayed as checkboxes or buttons.

Date Fields

How Administrators add date selection fields to forms, with options for default values and validation rules.

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Steps to Add a Select Field