The basis for building any form is adding a variety of questions. Below is high-level information on how to add and edit fields. 

For more detailed instructions on each type of question, see this article: List of Form Fields


Question Building Basics

1. Once added, each question automatically has a field label.

2. Then, if needed, add instructions where "Enter field description" shows.

3. If needed, make the question required (*).

4. Click Settings to view all configuration options for the question, which will vary by field type.

Example question with Field 1 outlined in red

3 Ways to Add Questions

From the Designer tab, there are multiple ways to add form fields (i.e., questions):

1. Expand Main Toolbar 

  • Click arrows icon to expand the Designer view.

Admin view of expanding screen

  • Click any field once to add it directly below the currently selected question. 
  • Or, you can drag and drop into the desired location.


Admin view of dragging and dropping field into form

2. Add Field Link

  • At the end of each page, click Add Field to insert another question.

Admin view of Add Question link

  • The default is Text Field. Click the dropdown to edit the question type.

Admin view of Text Field dropdown outlined in red

3. Ellipsis Menu

Click the ellipsis (...) to bring up the full list of field types. Select any type to insert that question.

Admin view of ellipsis menu of question field types

Editing Questions

Once a form field is added, several options appear:

A. Click the dots and hold to drag and drop the question to a new location.

B. Click the dropdown to change the question type.

  • Note: After any application is submitted, the question type cannot be changed.

C. Click the dropdown to change the validation. (Only appears on text fields).

D. Duplicate the question.

E. Open the Settings panel to edit the label, choices (if applicable), instructions, and conditional logic.

  • For more information on specific settings for each question type, see: 
  • For more information on configuring conditional logic, see: Adding Conditional Logic
  • For more information on setting up instructions, see: Adding Instructions
  • Note: After any application is submitted, the label and instructions can be changed, but choices (for multiple choice/select/dropdown questions) cannot be changed.

F. Make the question required (optional is the default).

G. Delete the question.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.