Configure the Custom Form Fields

After adding a custom form to your account, configure the form fields.

Before you can configure the custom form fields, you must first create a custom form. For instructions, see Create a Custom Form.

To configure the custom form fields:

  1. Log into your account.
  2. At the top right corner of your screen, click the Gear Wheel > Custom Forms.
  3. In the Custom Forms Categories column, select the category of the custom form whose fields you want configure.
  4. Select the check box to the left of the custom form, and click Configure Fields on the toolbar.
    Alternatively, click the custom form that you want to configure.
  5. Click Add , and select a field type from the following options:
    OptionDescription
    Text Box Use this field type for single-line text entries.

    For information about the Text Box fields, see Add Text Box Field Dialog Box.

    Text Area Use this field type for multiple line text entries.

    For information about the Area Text fields, see Add Text Area Field Dialog Box.

    Date Time Use this field type to capture a calendar date and/or time.

    For information about the Date Time fields, see Add Date / Time Field Dialog Box.

    Dropdown List Use this field type to capture a single choice from a provided list.

    For information about the Dropdown List fields, see Add Dropdown List Field Dialog Box.

    List Box Use this field type to capture a choice or choices from a provided list (multi-select).

    For information about the List Box fields, see Add List Box Field Dialog Box.

  6. Click Save.