Adding fields to a form template lets you customise forms to collect the information you need. This is useful for tasks like onboarding, training feedback, or incident reporting, where different data types may be required. For example, you might add a date field for event logging, a drop‑down for department selection, or a text area for comments.
The default section type in a new form template is the standard section, which is the only section that supports all field types.
🤓 Tip: To add more standard sections, click +Add Section, then select Form in the form editor.
To add fields to the standard section of a form, watch the video or follow the steps below.
Switch to admin view.
Click Tools, then select Form Templates.
Search for and select the relevant form template, then 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 to tell users what information to enter.
Select Mandatory if the field must be completed before the form moves through the workflow.
Choose the workflow stages where the field will be visible.
Click the tick icon to save changes.