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Configure and interact with an individual form field

Configure how a single form field behaves, appears, and accepts user input, including drag-and-drop uploads and locked values.

Audience

This guide is designed for project manager.

Steps​

Step 1: Review the field label and required status​

View the field label and check whether it is marked as required by the asterisk indicator so you know if a response is mandatory.

Review the field label and required status

Step 2: Enter or review the field value​

Type directly into the field or review any pre-populated value that has been set for you, depending on the field configuration.

Enter or review the field value

Step 3: Identify locked, pre-populated fields​

Look for the "Locked" indicator and tinted background to understand which values are fixed and cannot be edited, while still remaining readable.

Identify locked, pre-populated fields

Step 4: Use drag and drop to add files​

Drag files from your computer over the upload area to attach them to the field, using the visual highlight that appears on drag over.

Use drag and drop to add files

Step 5: Drop files to upload them​

Release the mouse button while hovering over the upload area to drop your files, triggering the upload and attachment to the current field.

Drop files to upload them

Step 6: Cancel dragging if you change your mind​

Move your cursor away from the upload area to leave the drag zone, which removes the drag-over highlight without uploading files.

Cancel dragging if you change your mind

Step 7: Click the custom upload area​

Select the upload area or custom button to open your file picker, allowing you to choose files if you prefer not to drag and drop.

Click the custom upload area

Step 8: Confirm supported file types​

Check the helper text or hints around the field to see which file types and extensions are supported before you attach documents or images.

Confirm supported file types

Last updated: 2026-08-21