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Configure dynamic form fields and attachments

Configure and review interactive form fields, including required markers, quick options, and file or image uploads within a form.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form configuration area​

Navigate to the form where fields are rendered and open the section that lists individual questions and inputs managed by the field renderer.

Open the form configuration area

Step 2: Review field labels and required markers​

Check each field label and confirm that required questions show a clear required marker so respondents know which information must be provided.

Review field labels and required markers

Step 3: Configure quick options and chips​

For fields that support quick options or chip-style selections, specify the available choices and verify that clicking them selects or deselects the relevant value.

Configure quick options and chips

Step 4: Enable and test file and image uploads​

Add or adjust fields that accept file uploads, then drag and drop or browse to upload documents or images, confirming that supported types and sizes are handled correctly.

Enable and test file and image uploads

Step 5: Use signature and special input fields​

Include signature or other specialised input types where needed, ensuring that users can enter or draw the required information and that it is captured in the form.

Use signature and special input fields

Step 6: Validate behaviour on blur and navigation​

Move between fields to trigger blur and validation behaviour, confirming that any missing required values or invalid inputs are clearly indicated before submission.

Validate behaviour on blur and navigation

Last updated: 2026-07-15