Add a form field

Form fields (previously called application fields) collect the information required for a complete application.

Fields are added to tabs, which act as sections or pages of the form. There is no limit to how many fields you can configure.

Add a form field

1. In the Manage workspace, go to Applications
2. Click Edit form and select the desired form from the drop-down
3. Toggle on Configuration mode in the top-right corner
4. Hover where you want to place the new field and click the + icon
5. In the configuration tray, select a Field type
6. Enter a Label (visible to applicants)
7. Enter a Short title
8. Configure the available 'Options 'based on the selected field type
9. Choose whether the field applies to all categories or selected categories
10. In the 'Access' section, configure Read and Write permissions and set the field as Required if needed
11. Configure conditional logic if required
12. Set the appropriate 'Data protection' level
13. Click Save

For more detail on building forms, see the Form editor guide.

Delete a form field

1. In the Manage workspace, go to Applications
2. Click Edit form and select the desired form from the drop-down
3. Hover over the field
4. Click the settings icon
5. Select Delete at the bottom of the configuration tray

Good to know

• The Label acts as the field heading—use it for top-level instructions. Use Hint text or Help text to provide more detailed guidance.
• The Short title is used in exports, Settings, and validation messages—keep it clear and concise.
• If you need to temporarily hide a field, deselect both Read and Write permissions instead of deleting it.
• Keep the first tab short— n application is only created once the first tab is saved. Auto-save begins only after the application has been created.
• Editing or deleting fields after opening applications may cause data loss.
• To duplicate a field, go to Settings > Applications > Fields and copy an existing field instead of recreating it.

Video overview