Adding New Fields to a Form

1. When a form has been newly created or has been opened for editing, the Field Choices palette on the right hand side will list all the fields that are available to be added to your form. They are organized by category.

2. Expand the black arrow next to the category you need and a list of available fields will be displayed. Select one by clicking it and drag it into a section of your form.

Finding Field Choices

1. If you are unsure which category contains the type of field you need for your form, expanding the arrow next to "All" will display a list of all fields in alphabetical order.

 

Deleting a Field in a Form that is Unpublished

If you discover that you have dragged in a field that you do not want, you can delete it.

1. Open the green gear box in the upper right hand corner of the field.

2. If your form is currently unpublished, you can delete a field by selecting "Delete."

Deactivating a Field in a Published Form

If your form has been previously published, fields cannot be completely deleted. Instead they are "deactivated."

Deactivating a field removes it from your form so it can no longer be used to collect data. But because it had been published on a form at one time and there may be historical data that has already been collected, the field and any data collected in it will remain available as an "inactive field."

1. To deactivate a field, open the green gear box in the upper right hand corner of the field.

2. Select "Deactivate."

Finding Deactivated Fields

1. To see the inactive fields on a form, select "Show/Hide Inactive Fields" in the bottom right hand corner of the page.

2. Each section of your form that contains inactive fields will have an area at the bottom of the section where the inactive fields will be listed.

To re-activate a field and add it back to your form, click and drag the field to the area above the text "Inactive Fields."

3. Then save or publish your form.

 

Moving a Field

Fields can be moved or repositioned to any location in a form.

1. To move a field, click and hold near the name of the field. It will become mobile and you can drag it to another area of your form. You can even move it to another section.

2. A green bar will appear when you move it to an available area of your form.

Release your mouse and your field will appear in its new place.
 

Tips and Tricks for Removing Fields

  1. To deactivate a field which has been used in a form rule, first delete all form logic conditions and actions that apply to the field. Read more about Form Logic
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