Customizing Your Form: Fields and Sections

Customizing Sections

You can modify your section headers at any time by hovering over the section title and clicking the edit icon. This will expand the section’s edit area, allowing you to change the section header text and apply basic styling by clicking on the ‘Add Style’ button. You can also modify a section header’s text by double-clicking on the section header.

 

Customizing Fields

To customize a field, simply hover over the field and click the edit icon. This will expand the section’s edit area, allowing for the modification of a number of different options:

Label: The field text shown to the left of the form element. The text can also be styled using the ‘Add Style’ button

Display As (Picklists and number fields only): This option allows you to display your numeric textbox and picklist fields in a number of different ways:

1. Single-Select picklists:

  • Searchable Picklist: Allows for a standard picklist with a search box included. Use this control type ideally when you have a large number of values in your picklist.

  • Radio Button List (horizontal/vertical): Allows you to display your picklist items as horizontal or vertical radio buttons. Use this control type when you want to have your options fully visible in your form.

2. Multi-Select Picklists:

  • Multi-Select Tag List: Allows for a multiple-selection picklist displayed as tags. Use this control type when you want to display your selected options in a tag-style box.

  • Multi-Select Checkbox Tag List: Similar to multi-select tag list, but allows for multiple selections at once by way of checkboxes. Use this control type to allow your users to quickly select multiple options in a tag-style box.

  • Checkbox List (horizontal/vertical): Allows for the display of your multi-select picklist options as a horizontal or vertical list of checkboxes. Use this control type when you want to have your options fully visible in your form.

3. Numeric textboxes:

  • Net Promoter Score: Allows for the display of a Net Promoter Score rating control. This control type features horizontal radio buttons from 0 to 10, commonly used for ratings within surveys. This control type also allows for the customization of the minimum and maximum rating labels.

4. Star Rating: Allows for the display of a star rating control. This control type is commonly used for ratings within surveys and allows for the customization of the number of stars and minimum and maximum labels of the ratings.


Additional Field Settings

Default Value: This option allows you to set a value to pre-populate into your form element. This is useful as a shortcut for form submitters. It can also be used in conjunction with the ‘Hide Field’ option to force specific values to be saved for all form submissions. For Reference fields, you can specify a default value by clicking on the lookup icon and selecting a value. Note that this option is not available for general fields. You can also enter a custom formula for your default value. See the Custom Formulas section for more details.

Placeholder Text (text fields only): This allows you to have a value shown inside of your text field that disappears when the user clicks to fill out a value. This is useful for help text and example input. Note that this feature is not available for users of Internet Explorer 8 and 9.

Hide Field: This option provides the ability to hide a field from view. This feature is best used in conjunction with the Default Value option to force a specific value to be populated for all form submissions.

Read Only: This option provides the ability to mark a field as read-only. Unlike hidden fields, read-only fields can be seen by the form submitter, but cannot be modified. This is useful for situations where you'd like to display information to the form submitter for their information, but do not want them to be able to edit that information. Note that general fields cannot be marked as read-only.

Update existing Salesforce record matching this field value: This option allows you to define a field as an 'Upsert' field. Doing so tells Formstack to update any existing Salesforce records upon submission of the form that matches the value entered in the given field. For example, if you create a Contact form and check 'Update existing Salesforce record matching this field value:' for the Email Address field, anyone submitting the form with an email address that already exists for a Contact in Salesforce will cause an update to that record. Otherwise, a new record will be created. See the Upsert Fields section for more details.

Required: This option allows you to require that certain fields be filled out before allowing the user to submit their information. This allows the flexibility to set certain fields as required in your form without having to mark the field as required in your Salesforce configuration.

Error message to be shown if they don’t provide a value: This option works in conjunction with the Required checkbox, allowing you to customize the message that the user will see if they submit their form without providing a value for the field. Note that this option is not available for Captcha or Text fields.

Picklist values (single or multi-select picklist fields only): This option allows you to customize the picklist values featured in your form. You can choose to hide certain values for your form, add your own custom values, reorder values or reset values to Salesforce defaults. Note that if you add your own custom values for a picklist, you'll want to ensure that the picklist field is configured to allow custom values in Salesforce.

Advanced options: This area features a 'Refresh Field' option, which allows you to refresh your field's configuration details from Salesforce. Use this button when you've changed some configuration details about your field and want those details updated in Salesforce, such as field name, maximum length, field type or picklist values.

File Upload Limit: (File Upload fields only) This option allows you to define how many file uploads to allow for the field, from 1 to 99. Once the user reaches this limit, they will not be allowed to upload any further files for their form submission.

Allowed File Types: (File Upload fields only) This option allows you to define the file types the user is allowed to upload for the field. You can select from a predefined list of options by checking the items you want to include. You can also customize the list by adding additional file extensions to the ‘Add Custom’ textbox.

 

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