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Understanding Digital Form Fields, Groups, and Sections
Understanding Digital Form Fields, Groups, and Sections
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Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners


Digital forms include three different components that enable you to maximize the organization and functionality of your digital form.


The three components of a digital form are:

  • Fields (also referred to as Tools): These are individual points of data collection on the form, such as a dropdown menu, a single line input, or a signature. There should be a field for each piece of information that the form needs to collect from the completer.

  • Field Groups: This is as simple as the name states - a group of fields. You may choose to group fields together that have a related purpose or are in reference to the same topic. A field group may have only one field inside of it, or many fields. Regardless, a field will always exist inside of a field group.

  • Sections: A section is a collection of field groups on a form. You can have one section for your entire form, or many sections. You may have only one field group inside of a section or you can have multiple. Sections appear as if they are separate "pages" of the form.

Think of your digital form as a closet. Each section is a shelf, each field group is a box on that shelf, and each field is an item within that box.

Some important functions to be mindful of:

When you initially create a digital form, your form will automatically include a section and a field group by default.

Fields

  • To move a field into a different order, a different field group or a different section, click on the field and use the compass rose to drag it to the desired location.

  • To delete a field, click on the field and select the trash icon in the right corner.

Field Groups

  • To change or remove the name of a field group, click on the field group and use the Label field to adjust it to your needs. You do not have to have a label for every field group. While on the Builder view, you will still see "No Label Provided" where the label would normally appear, but as you can see on the Preview side, the completer will not see any text there.

  • To move a field group into a different order or a different section, click on the field group and use the handlebar to the right of the field group to drag it to the desired location.

  • To delete a field group, click on the field group and select the trash icon in the right corner.

Sections

  • To change or remove the name of a section, hover over the top of the section and click the pencil icon that appears on the right. Use the Label field to adjust it to your needs. You do not have to have a label for every section. While on the Builder view, you will still see "No Label Provided" where the label would normally appear, but as you can see on the Preview side, the completer will not see any text there.

  • To move a section into a different order on the form, hover over the top of the section and click the pencil icon that appears on the right. In the configurations on the left side of your screen under Sequence, you can use the left-side handlebars to drag the sections into a different order or delete sections entirely.


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