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How to configure custom form fields?

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3 mins read

The Custom Form Fields feature allows the account administrators to customize the standard form fields according to their preferences and save them for future use. This eliminates the need to set up the form fields from the scratch every time. Additionally, they can share the created custom form fields with other users in the organization and even can hide the standard form fields if needed.

Furthermore, the users can also create custom form fields themselves, but only if the account administrator has enabled this option.

The account administrators have the ability to enable or disable the following options:

  • Allow users to view standard form fields - By default, this option will be enabled. This option cannot be turned off unless the administrator has configured and shared the custom form field.
  • Allow users to create custom form fields - This feature allows the users of the organization to create custom form fields. The created custom field will not be visible to other users in the organization.
  • Allow users to view shared custom form fields - This feature allows to share the custom form field with the users in the organization. By default, this option will be disabled, and it can be enabled only after configuring the custom form field.

Create custom form field

When the account admin enables the Allow users to create custom form fields option, the users of the organization will gain the ability to create custom form fields from their accounts and they can use it whenever they create a document or template with the particular brand.

Follow the steps below to allow your users to create custom form field:

  • Go to the Settings menu and select the Branding option.
  • Click the Create New Brand option. After filling in all the required fields, select the Advanced section, enable the Allow users to create custom form fields option, and click Save.

Allow users to create custom form fields option

The users can follow the below steps to create a custom form field:

  • Create a new document or template and select the particular brand.
  • Click Next to move to the form fields page. When you drag and drop a form field, settings will open on the right side of the page.
  • Customize the form field based on your needs and click the Save as custom field button.
  • You will be prompted to enter the Field name and Description. Once done, click the Save button.
  • Now, you can see the Custom Fields tab next to the standard form fields. When you click on it, the created custom form field will be displayed.

Custom form filed

  • You can use the customized form field whenever you create a document or template with the particular brand.

Configure and share the custom form field within the organization

When the account admin configures the custom form field and enables the Allow users to view shared custom form fields option, the configured form field will be accessible to all users in the organization.

Follow the steps below to configure and share the custom form field:

  • Click the Configure Form Fields button and you will be taken to the designer page.

Configure custom form field

  • Drag and drop the required form field on the designer page, add the specifications on the Settings, and click the Save as custom field button.
  • You will be prompted to enter the Field name and Description. Once done, click the Publish Fields button.
  • A confirmation pop-up will be displayed. Click Confirm and the Custom field will be successfully published.

Designer page

  • Then, enable the Allow users to view shared custom form fields option and click the Save changes button.

Allow users to view shared custom form fields

  • The configured custom field will be displayed to all users under the organization when they create a document using the particular brand.
  • If you do not want to display other standard form fields to the users, you can hide them by disabling the Allow users to view standard form fields option.

Allow users to view standard form fields

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