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Add fields to a form using the Field Palette

Use the Field Palette to insert different types of fields into a form you are designing in the form builder.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form builder​

Navigate to the form you want to design or edit so that the form builder interface, including the Field Palette panel, is visible.

Step 2: Review available field types​

In the "Field types" panel, browse the list of buttons such as Section, Text, Textarea, Number, Email, Phone, Date, Date & time, Checkbox, Radio, Select, Multi-select, File, Signature, and Repeater to understand what you can add to the form.

Step 3: Add a field to your form​

Click the button for the field type you want to add; a new field of that type is inserted into your form layout, ready for further configuration.

Step 4: Repeat for additional fields​

Continue selecting other field type buttons from the palette to build up your form structure until all required sections and questions are added.

Last updated: 2025-12-08