Manage Form Fields

Follow these steps to manage the available form fields in the Dynamic Forms application.

To manage form fields on a dynamic form:

  1. On the Dynamic Forms screen, click Manage Form Fields.
  2. In the Select Form Type drop-down list, select the type of form that you want to create from six available types.

    This drop-down list will always display on top of the screen so that you can use it to easily access other form types.

  3. Select one of the following form types from the list that displays after you have selected a form type in step 2:
    • System Fields: These are fields that are included by default in the application. Each form type has a set of system fields. The table includes the field type, any restrictions that apply to the field, whether the field is required, and if the field is repeatable. While system fields can be edited and deactivated from use, none of the system fields can be deleted from the application.

    • Custom Fields: These are fields that are created for your organization. If no custom fields have been created for your organization, the area below the Custom Fields header is empty. Information in the Custom Fields table includes the field name, its type, any restrictions on its use, whether the field is required on the form type for which it was created, and if it is repeatable. If the Restrictions column has any group restrictions, click Show/Hide to expand the column and reveal the restricted groups.

    • Field Blocks: These are groups of related fields, for example, education fields or address fields. If no field blocks have been created for your organization, the area below the Field Blocks header is empty.