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Configure a form field in the form builder

Configure the properties and behaviour of a single field within a custom form.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the field editor​

Select a field in the form builder canvas to open the Field properties panel on the right-hand side.

Open the field editor

Step 2: Set the field label​

Enter a clear, user-facing label in the Label box so respondents understand what information to provide.

Set the field label

Step 3: Mark the field as required​

Tick the Required checkbox to make the field mandatory, or clear it if the field should be optional.

Mark the field as required

Step 4: Configure default values​

Use the default value controls to prefill the field, including any date and time defaults where applicable.

Configure default values

Step 5: Manage selectable options​

For dropdown, radio, or multi-select fields, add, edit, or remove options by updating their labels and values.

Manage selectable options

Step 6: Assign fields to workflow sections​

For section fields, choose how other fields are assigned to this section and select which fields it should include.

Assign fields to workflow sections

Step 7: Add repeater child fields​

For repeater fields, use the field palette to add and configure child fields that can be repeated as a group.

Add repeater child fields

Step 8: Remove the field​

Click Remove in the Field properties header to delete the field from the form if it is no longer needed.

Remove the field

Last updated: 2026-07-16