Your form is composed of many different types of fields. Fields are what you use to capture the information you are interested in.
In this article we will look at how you can add new fields, add existing fields, edit fields, delete fields and move fields.
There are also some more complex design aspects you can include in your form (dealt with in separate articles):
- Validate responses
- Prevent responses to specific fields from being edited
- Use the form in different languages
- Add advanced logic, and mathematical, date and question manipulation operations
Note: A field can only exist within a section, so you will have to create sections before you can add your fields to it.
Add new fields
To add a new field to your form:
- Expand the section you want to add the field to.
- Click 'Add Field' at the bottom of the section.
- Choose the type of field you want to add from the drop-down.
- Give the field a name (identifier) and enter the text that must be shown on the user's handset.
- Add a default value and/or custom menu action by clicking 'Next' (optional step).
- Click 'Finish'.
Your new field will be added to the bottom of the section, however you can re-order the fields within a section (see Move fields section below).
Alternatively, you can click on the heading of the section you want to add a field to, and from the drop-down select 'Add a new field'. Then follow steps 3-6 above.
Note: Please note that some field types are not available on all platforms. When selecting the field type, please take note of the warning icon which may appear to explain platform and version limitations.
Add existing fields
To add an existing field:
Click on the heading of the section where you want to add a field to open the drop-down.
From the drop-down select 'Add an existing field'.
Select the Project, Form and Field that you wish to copy from the drop-down menus.
Your field will be added to the bottom of your section, however you can re-order the fields within a section (see Move fields section below).
Note: A new copy of the selected field will be added, but no previous responses will be copied with it. You can also edit this field if you want to.
If you want to edit your fields:
Click on the heading of the field you want to edit to open the drop-down.
The actions available in the drop-down will depend on the field type. Select your action from the available list that can include:
- Edit field options
- Make optional/required
- Manage branches
- Add constraints
- Add prerequisites
- Move to section
- Lock response editing
Note: When one or more responses have already been received for a field, you will not be able to change the field type or identifier (name).
You can easily move fields once they have been created. You can either reorder fields within a section, or move the field to a different section.
Reordering fields within a section:
Click on the heading of the section you want to reorder to open the drop-down.
From the drop-down, select 'Re-order fields'.
Drag your fields into their new order.
Click 'Save field order'.
Moving fields to a different section:
Click on the heading of the field you want to move to open the drop-down.
From the drop-down, select 'Move to section'.
- Select the section you want to move your field to.
- Click 'Move field'.
To delete a field:
Click on the heading of the field you want to delete to open the drop-down.
From the drop-down, select 'Delete'.
If you are sure you want to delete the field, click 'OK' to confirm.
Note: Deleting a field is permanent! You will lose all data captured for this field up to now.