Customize fields in forms

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Last Update: Sep 2024 • Est. Read Time: 3 MIN

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When building a form, you can edit and customize any fields using the Field Settings panel. You can access this panel by selecting the field you want to customize.

Who can access this feature?
User types	Admins can access these settings.

Form settings overview

If nothing in the form is currently selected, the right panel will show the form settings, which control high-level options that impact the overall functionality and appearance of the form.

Select any component in the main builder preview, then review the right panel to access field settings for the selected field.

Field settings

Every field has the following options:

Required lets you determine whether that field or question must be filled out. Customers will not be able to submit the form unless the field is filled out.
Label is the text that prompts the customer to know what information should be entered in the field.
Description provides insight on the type of information that should be entered. For example, on a Name field you could instruct the user to enter both their first and last name.
Hint helps customers understand how to enter the information that is being asked for by providing hint text underneath the field box. For example, on a Phone Number field you could specify whether or not to use dashes.
Placeholder is text that will be in the actual field box and provides context for the customer. This can help explain or describe the expected action or input. For example, for a drop-down field you could alert the user about selecting an option.
Class Name is the CSS class name that will help you identify the field in your knowledge base theme for any additional styling or design needs.
Options allows you to add, edit, or remove the options that your customers will see in a list.
Note: If the Option list is tied to an attribute on an object, any changes to the data in the form will not update that attribute in the database.

Add snippets to forms

You can use snippets in applicable fields to quickly insert content in your form. If your content is translated into other languages, the default language will be detected and the translated content will be displayed in your form. You can select a Snippet in an applicable field by selecting the {...} icon in the field setting and selecting the Snippet from the list.

Add, edit, or remove list options

Fields may also have specific customizable settings that only apply to them. For example, when adding a drop-down menu to your form, you can add and edit the available menu options in the Options section of this panel.

To customize list options:

Selectfor the option you want to customize and select Edit.
The Label field will become editable. Update the label as desired.
Select the checkmark to save the new name.
To add a new option to the list, enter the label into the box below the table, then select Add.
Continue to add options as best suited for your form.
As you make changes, the preview instantly updates the fields as you make your customizations.
When you're satisfied with your customizations, remember to Save Changes.

Add conditions for attributes

You can use conditionals to allow for dynamic adjustments where certain form fields appear or disappear according to specific conditions. This allows users to only see relevant fields based on their previous selections.

To add conditions for attributes:

Select any component in the main builder preview, then review the right panel to access field settings for the selected field.
Select Set conditions for this attribute under the Advanced section.
The Only show this attribute if... field should then appear. Select an attribute that you would like to conditionally render based on its value.
Continue to add conditions with the +Add Condition button as you wish to continue building out your form.
When you're satisfied with your customizations, remember to Save Changes.

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