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Configure form field properties

Configure the label, options, and behaviour of a field in a form so it captures information in the way your workflow requires.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the field editor​

In the form builder, select the field you want to configure so that the Field properties panel opens, showing the field’s current settings and a Remove button.

Open the field editor

Step 2: Update the field label​

In the Label box, type a clear, user-facing name for the field; your changes are applied immediately to how the field is shown in the form.

Update the field label

Step 3: Configure selectable options (for choice fields)​

For Select, Radio, or Multi-select fields, add, rename, or remove options so respondents can only choose from the values you define.

Configure selectable options (for choice fields)

Step 4: Set default values and constraints​

Use the default value controls and required setting to pre-fill the field when appropriate and make it mandatory where needed.

Set default values and constraints

Step 5: Manage workflow section assignment (when enabled)​

If workflow sections are available, adjust the assignment type and select which other fields belong to this section so that the workflow behaves as intended.

Manage workflow section assignment (when enabled)

Step 6: Add nested fields to repeater sections​

For repeater fields, choose additional field types from the palette to embed repeatable child fields within the repeating group.

Add nested fields to repeater sections

Step 7: Remove a field from the form​

To delete the field from your form, select Remove in the Field properties panel and confirm if prompted; the field and its configuration are discarded.

Remove a field from the form

Last updated: 2026-01-10