Create and Add New Fields

Get started by duplicating a template from the Marketplace or start from scratch by hitting the + icon in your purple left-hand Navigation Bar.

‍

Click the "+ Create" in the top right of the LHSB to create a new field

After clicking "+ Create" the left-hand sidebar will show you options to start creating fields from scratch

‍

‍

‍

‍

‍

‍Fields

When creating new fields to add to your Form, there are 17 unique field types.

‍

‍

Standard Fields

  1. Text
    • This field allows a user an end user to enter any text
    • Letters, numbers, and special characters are allowed
    • Maximum characters = ?
    • Examples would be First Name, Address Line 2, or Return Policy
  2. Textarea
    • This field allows a user to enter a longer text string
    • Letters, numbers, and special characters are allowed
    • Maximum characters = ?
    • An example would be a description of the product or service being sold
  3. Email
  4. Website
    • This field allows an end user to enter a website address
    • Website format is required here
    • Examples and acceptable values would be under.io or https://www.under.io/
  5. Number
    • This field allows and end user to enter a number field
    • Only numbers (0-9) are allowed in this field
    • An example would be asking how many locations the merchant owns
  6. Phone
    • This field allows an end user to enter a phone number
    • Under provides the country code through a dropdown box
    • The formatting is dictated by the country code chosen
    • An example of the United States phone format would be +1 (800) 123-4567
  7. Date
    • This field allows a user to enter a date from a picklist style menu
    • The user cannot enter a date manually while using this specific type of field
    • Date formatting = DD/MM/YYYY
    • You can format dates to include future dates 
    • By default future dates are not allowed

Unique Fields

  1. Address
    • The Address Field utilizes the Google Maps API to Auto Populate the user's address. Google returns Address Line 1, City, State, and Zip Code. So you will need to create these additional fields below Address Line 1 to inherit the City, State, and Zip Code values.
When you drag out the Address component you will need to create additional fields for City, State and Zip Code. You can then connect the City, State, Zip to the newly created fields. Screenshot below
  • City would be a text field
  • State would be a Select field
    • Use the `Bulk Import` option to bring in States so you don’t have to manually create these
  • Zip Code would be a text field if you would like to use the Zip Code Mask
    • You have the option to use a mask for this field which would be Zip Code or Zip Code + 4 digits
    • You can use a Number Field for the Zip code but you will not be able to utilize the Zip Code Mask
  • Address line 2 is would be a text field and this is optional

‍

‍

  1. Select
    • The select field acts like a dropdown and only allows the user to choose one option
    • Example would be a True or False
    • You can turn on the ability to show a search bar. This allows a user to search for their option instead of scrolling through the complete list.
    • You have the `Bulk Import` option for this field
      • Options include: Months, States, Company Structure, MCC Codes, and NAICS Codes
  1. Radio
    • The radio field groups options together and only allows the user to choose one option
    • Example would be a True or False
    • You can choose to show this as a circle or a block
    • You can choose 1, 2, or 3 columns
    • You have the `Bulk Import` option for this field
      • Options include: Months, States, Company Structure, MCC Codes, and NAICS Codes
  2. Checkboxes
    • The checkboxes field acts like a MultiSelct and allows the user to choose multiple options
    • Example would be `Which State/s do you operate out of?`
    • You can choose to show this as a circle or a block
    • You can choose 1, 2, or 3 columns
    • You have the `Bulk Import` option for this field
      • Options Include: Months, States, Company Structure, MCC Codes, and NAICS Codes
  3. Switch
    • Switch acts like a True/False field without needing to add two options
    • You can choose a default value for this field
  4. Repeater and Additional Signers
    • These two fields allow for you to repeat sections of questions without being visible to the end user unless there is a need
    • Examples would be for multiple owners or multiple locations
    • You can use these fields to create a section of questions like legal name, address, ownership percentage, etc. 
    • The additional sections will only appear if the end user signals there are more owners or more locations. They will stay hidden otherwise
    • You have the ability to choose a maximum number of additional sections
    • You choose the question to prompt the user to continue adding sections or stop at the bottom of the card
    • Additional Signers is the same as the Repeater Field but it is built to send signatures based on the email field
  5. Slider
    • This field allows a user to enter a number field by using a sliding tool as opposed to entering a value
    • There are Minimum and Maximum values defaulted to 0 and 100 respectively
  6. Adds to Total
    • This field allows a user to aggregate multiple fields to add up to a certain value
    • Example would be `What percentage of your transactions are B2B or B2C?` or `What percentage of your transactions are in person, online, or over the phone?`
    • The default Sum is 100
    • You can edit the desired sum
  7. Merge
    • This field allows for values to pre-populate future fields
    • Example would be `Is your billing address the same as your shipping address?` or `Is your deposit account the same as your withdrawal account?`
    • You will manually choose the value from Field A to be correlated to Field B using a dropdown menu on the left-hand sidebar
Example of the Merge field merging Business Address field values to Legal Address field values

‍