Guide
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Forms
Why Refresh Forms?

Form fields

9min

In addition to the standard common sections, the form options allow you to add different types of questions, give instructions, and more.

Form title

Enter a heading in the Form title field. It's recommended to stay under 40 characters, even though the limit is 200.

Build your form

This is where you can add, remove, copy, rearrange, and edit the fields in your form.

Add a field: Select this to add a question or text. Use the panel on the right to set up the specifics for the question.

Document image


Edit a field: Select the field first, and in the right panel make the changes you want.

Move, copy, or delete a field: Select the field, and click the arrows, copy (+), or removal (x) signs that appear on the right.

Field type

In the right panel, choose a Field type from the dropdown. Depending on which type you select, different options are generated:

Options

Description

Text

When the Prompt (text only) field type is selected, enter instructions or a description. Users don't interact with this field.

Label

This appears within the field box, on the right.

Required

(Optional) This requires a response, indicated by a dot.

Format type

(Optional) Select this to choose None, Currency, or Percent in the dropdown. If you select Currency or Percent, a dollar or percent sign appears in front of the field box.

Default

(Optional) Have a selection or value appear in the field box, prior to the user making a selection.

Prompt

(Optional) Tick this to enter instructions, description, or a question.

Select a field type below to learn more.

When should I use Show advanced options?

When this is selected, the Field ID is auto-generated and used for custom code, scripts, or integrations. If you're not using these, you don’t need to worry—it works automatically in the background.

This option is useful for developers or advanced users who need precise control over how fields interact with external systems.

Completion options

Finalize the form setup using the options below.

Completion message: Include customized message (e.g., Thanks for your response!) that appears after users submit the form, or keep the auto-filled message. The character limit is 300.

Completion image (URL): (Optional) Include an image with your completion message.

Without using the next two options, users have only one chance to submit the form.

Allow manual reset: Users can update and resubmit the form anytime. Each new submission replaces the previous one.

Auto re-set on a schedule: Users can submit the form only once per the chosen frequency (e.g., daily or weekly). Each new submission will replace the previous one, and the form will automatically reset based on the selected schedule.