Guide
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Forms
Why Refresh Forms?
Form options & settings
11min
in addition to the standard common settings , 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 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 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 select a field type below to learn more text input add a field for users to enter text or a number choose from additional options prompt add text before the field (e g , an open ended question) multiline expand the text box so users can see their response more easily checkbox add a checkbox the user needs to tick to agree to something if the checkbox is not selected, the answer is calculated as no picker add a dropdown to offer multiple choices, allowing users to select one option picker w/ search when you have a long list of options, add a dropdown where users can type into the search field this helps users quickly find the option they're looking for users may choose only one address search request an address from users add a prompt and mark as required, if needed keep single line address selected if you want the entire address populated into the field as a single line if unselected, only the street address will populate this field then, to receive the complete address, ensure your form also includes these text input fields city state zip code radio group add a horizontal list of options, where users can select just one ideal for when you want to present clear, mutually exclusive choices date and/or time picker if you want users to provide a date, time, or both, choose from date+time picker date picker time picker media upload request that users upload a photo and/or video prompt (text only) add text that you want the user to read, such as instructions or a description this is the only field that does not require the user to enter info or make a selection what is parse rich text (advanced)? select this to format your text using markdown for more details, check out this markdown cheat sheet signature use this field to request a signature add a label and mark it as required, if needed user self tagging let users select their own user tag(s), which will be automatically assigned to their profile any tags for existing categories will be updated, and new tags will be added choose the following tag category you need to have add user tags in the id field for each user tag (e g , department marketing) selection mode let users select multiple or only one display mode tag cloud, list, or dropdown sort method default, alphabetical, or reverse alphabetical 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) include an image with your completion message redirect after completion choose where users are directed after submitting the form none show the completion page with your message and image homescreen bring users to your app's main menu, either instantly or after a 5 second countdown with a message other bring users to specific app content reset options 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 notifications use this option to instantly notify users via email, when each form is submitted notify users when this form is submitted tick this and select one or more users the email includes a link, which takes you to the forms list in the dashboard, shown below