Dropdown Fields

Learn how to add dropdown fields to paper forms and digital forms

Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners

The dropdown field is a tool that allows your completers to select an option from a predetermined list.

Dropdown fields can be used in both a digital and paper form. To add this to your form, navigate to the form where you would like to incorporate a dropdown field.

Click Edit Form to open the configurations for your form.

For a paper form, you will simply click Select Dropdown from the field tools on the left side of your screen and drag it to where you'd like it to appear.

For a digital form, you will click on the "+" sign next to Select Dropdown on the left side of your screen.

The dropdown field will default to the bottom of your form, and you can use the compass button in the top right corner of the field to move it wherever you would like.

With your dropdown field still selected, look to your field configurations on the left side of your screen.

*If you are setting this up on a digital form, you will first want to enter a label for this dropdown. This might be a question or the name of whatever data you are collecting.

Next, you can start adding your dropdown options. These can be added one by one or in bulk.

To add your options one at a time, you will enter your first option under the Options section within your field configurations. Select the Add Option button for each additional choice you want to add.

If you want to add your options in bulk, you will click the Bulk Add Options button.

This will then bring up a window on the right side of your screen that allows you to manually input multiple options or copy and paste them from a spreadsheet or text file. Once you have entered all options, you will click the purple Next button to see a preview of your dropdown field with the options you entered.

You can select the Back button at the top of this window or the Cancel button at the bottom of this window if you need to make additional changes to your options.

Once you are satisfied with your options, you will click Bulk Add Options to add them to your dropdown field.

You will now see the dropdown options that you created appear in your field configurations on the left side of your screen. These can be edited from here, along with any Helper Text that you'd like to include with each option.

You can change the order in which they appear in the dropdown by clicking the dotted handlebar to the left of each option and dragging it to the place you'd like it to be.

You cannot delete whichever option appears first because the dropdown field will always require at least one option, but you can delete any subsequent options by hovering over them and clicking the "X" that appears.

Be sure to frequently click the purple Save Form button in the top right corner to ensure that your changes have been saved.

Once your dropdown field and its options have been set up, your completers will now be able to click and select the applicable answer on your form.

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