Add a Field to a Form in the Forms Module

This article will show you how to add or modify fields to forms in the Forms module.

Important Note:
It is recommended to use the Form Center for any regular, non-RequestTracker forms.

Who can use this feature?
System Administrators | Owner

Instructions

Navigate to Modules > Content > Forms
Select the category that the form is under
Find the form and select Choose an Action > Modify
Scroll down and select Add Field
Enter the Question or Instructions in the Question field
Use the Field Type drop-down menu to determine what kind of answer space to provide and choose one of the following:
- Display Image: Used to upload an image from your computer to display on the form
  - Select Choose Image to upload an image from your computer
- Hidden: Hides the field
  - Value: Enter a value
- Short Answer: Allows the user to type in a short answer such as a name, address, telephone number, etc
  - Default Value: You have a choice to set a default value for the user; you can use the City, State, or ZIP Code as the default value or you can make up your own
  - Required: Allows you to make this field required for the user to fill out
  - Answer Format: Tells the system what type of answer you are looking for here; your choices are Any, Email, Numeric, Date, or ZIP Code
  - Size: The size that the field appears on the screen
  - Max Length: The maximum number of characters that can be put into the field
- Long Answer: Allows the user to type in more descriptive answers, such as giving the details of a complaint, etc
  - Default Value: You have a choice to set a default value for the user; you can use the City, State, or ZIP Code as the default value or you can make up your own
  - Required: Allows you to make this field required for the user to fill out
  - Answer Format: Tells the system what type of answer
  - Height: The number of rows the text area occupies
  - Width: The number of columns the text area occupies
- Checkbox(es): Allows the user to select from many different options for their answer; when setting up the check-boxes you can submit each answer to a different email address by placing the email address in the Submit to Email Address(es) (optional) box
  - Choices: Type in the options for the check boxes
  - Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
  - Minimum Answers: The minimum number of answers that the user can check
  - Maximum Answers: The maximum number of answers that the user can check
- Radio Buttons: Allows the user to select from different options; they work very similar to checkboxes, but the user can only select one answer for the question
  - Required: Allows you to make this field required for the user to fill out
  - Choices: Type in the options for the radio buttons
  - Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
- Drop-down List: Allows the user to select from different answers from a drop-down list; functions exactly like the radio buttons except your choices come from a drop-down list instead of buttons
  - Required: Allows you to make this field required for the user to fill out
  - Choices: Type in the options for the drop-down list
  - Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
- States Drop-down: When asking for the user's address; you can set it to default to your state
  - Required: Allows you to make this field required for the user to fill out
  - Default Value: The default for the user; it should automatically default to your state
- File Upload: Allows the user to upload a file to submit along with their form, such as a picture of the complaint, etc
  - Required: Allows you to make this field required for the user to fill out
  - Size: The size of the field as it appears on the screen
  - Display As: Allows you to choose any file or as an image
- Reply Email: Allows the user to give you an email address so you can reply to their submitted form
  - Default Value: You can set the format for the type of email address you want
  - Required: Allows you to make this field required for the user to fill out
  - Size: The size of the field as it appears on the screen
  - Max Length: The maximum number of characters that can be put into the field
- Header / Instructions: Allows you to put in instructions for the for; if left blank, it also creates a hard break in the form adding an extra line of spacing between sections on the form
- Read Only: Allows you to add a read-only message to the form
- Link: Allows you to place a link on the form for the user to follow
  - Link: This is where you would place the actual link to the webpage you want the user to go to; follow the standard for links
  - Link Text: Hides the link from the public side of the website; explain where you are taking the user
Select Show Layout Options; this will let you change the specifics for each question
View Layout Options
- Font Settings: Use this section to make your text bigger or to change the font; we recommend using the same font throughout your website
- Font Color: You must know the HEX value of the color you want to use; the default (#000000) is black
- Background Color: You must know the HEX value of the color you want to use; we recommend using the colors set up to match your website
- Font Extras: You can make your question bold, italics, and underlined; usually, italics and underlining should be avoided
- Question & Field Alignment: You can use these options to move the placement of your question and your field
- Question Location: Determines the placement of the question relative to the field; you can have the question above, below, to the right, or to the left of the field
- Field Location: Determines whether you want your question to appear adjacent to the previous question or below it
Select Save