Skip to main content

How to Quickly Add and Edit Custom Fields in Forms and Surveys

Updated over 6 months ago

Quick Add Custom Fields:

Before, adding custom fields involved several steps using the Add Custom Field modal. Now, with Quick Add, you can simply drag and drop custom fields directly into the form for a faster and smoother experience.

Custom Fields which we can be draggable now:

  • Radio Select

  • Single and Multi Dropdown

  • Checkbox

  • File upload

  • Single Line

  • Multi line

  • Textbox List

  • Date picker

  • Number

  • Monetary

Customization Options:

Modify settings for dropdowns, radio buttons, and checkboxes, including file input choices for upload fields. Define custom field names and assign unique keys.

Simplified Workflow:

Saving the form/survey will save the custom fields, making them available across all places.

Editing Capabilities:

You can edit properties of newly created or existing custom fields, such as customizing options (editing, ordering, and deleting), and file input options.

Field Locking:

After saving the form/survey, the custom field name and unique key are locked. They can be edited from the custom fields section.

How It Works

Drag and Drop:

Drag and drop the desired field into the form.

Customize:

Customize the options for dropdowns, radio buttons, and checkboxes, or file input options for file upload fields. Set the custom field name and unique key if needed.

Save:

Save the form/survey to save the custom fields, making them available across all places.

Edit:

Edit newly created or existing custom field properties from the custom fields section and save the form/survey.

Why This Feature?

The Quick Add Custom Fields feature is designed to save time and reduce the complexity of managing custom fields. By allowing users to add fields on-the-fly, we aim to enhance the overall user experience and improve workflow efficiency.

Screenshot 2024-07-16 at 3
Screenshot 2024-07-16 at 11
Screenshot 2024-07-16 at 11
Screenshot 2024-07-16 at 11
Did this answer your question?