Adding fields to a form template allows you to customise forms to collect the specific information you need from users. This is especially useful when creating forms for tasks like on-boarding, training feedback, or incident reporting, where different types of data may be required. For example, you might add a date field for logging an event, a drop-down for department selection, or a text area for additional comments.
The default section type added when creating a new form template is the standard section, which is the only section that allows you to add a variety of field types.
🤓 Tip: To add additional standard sections to a form, in the form editor click +Add Section, then click Form.
To add fields to the standard section of a form, follow the below steps.
Switch to admin view.
Click Tools, then select Template Hub.
Click Form Templates, then search for and select the relevant form template.
Click the Layout tab. Drag and drop the relevant field to the page within the outlined boxes.
Click the field to edit the field options.
Label the field. This is the instruction or information for users to input.
Select Mandatory to require the field to be complete before the form progresses through the workflow.
Select the stages of the workflow the field will be visible in.
Click the green tick icon to save changes.