Create/Edit Custom Form Field

There are several different field types that can be added to any Custom Form.  Each field type has properties to allow you to collect many different types of information.

Here is a list of the Field Types you can collect using a Custom Form and their associated properties:

Type:

Text Box

This field type is used to collect a single line of text data.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

TIP: You will need to make sure that the Form Item View page property for the Form List View Page is set or that the layout for the Form List View contains a link to a Form Item View Page so that the links in the RSS will work.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should have a default value when the Custom Form is filled in, enter the value here.  If the field is also required, this value will meet that requirement.

Size:

The size in characters of the input field.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field.

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder).  Also, take care not to connect to a Contact field that cannot store the same type of data or you may experience unexpected results (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.


Type:

Text Area

This field type is used to collect multiple lines of text data.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

To pre-fill the field with a value when the Custom Form is displayed, enter the value here.  If the field is also required, this value will meet that requirement.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Rows:

The total number of rows of text to display in the input field.

Columns:

The total number of columns of text to display in the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field.

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (i.e. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

NOTE: Text Area fields cannot be Quiz Questions.


 

Type:

Pick List

This field type is used to collect one or more values from a drop-down list of predefined values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

To pre-fill the field with a value when the Custom Form is displayed, enter the value here.  If the field is also required, this value will meet that requirement.

Size:

The size in characters of the input field.

Allow Multiple Values:

If you want to accept multiple values, check this box.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (i.e. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually store with the form data.  Enter the displayed choices and their optional corresponding values, separated by a pipe symbol "|".  Separate each pick list item with a carriage return.

There are three possible formats for this field type:

Choice 1,...
(Displays "Choice 1" and stores "Choice 1" if selected)

Choice 1 | Value 1,...
(Displays "Choice 1" and stores "Value 1" if selected)

Choice 1 | Value 1 | on
(Displays "Choice 1" which is selected by default, and stores "Value 1" if selected)

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer: Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

Type:

Radio Button

This field type is used to collect only one value from a list of values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

To pre-fill the field with a value when the Custom Form is displayed, enter the value here.  If the field is also required, this value will meet that requirement.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data (see [FORMS & VIEWS]) will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually store with the form data.  Enter the displayed choices and their optional corresponding values, separated by a pipe symbol "|".  Separate each pick list item with a carriage return.

There are three possible formats for this field type:

Choice 1,...
(Displays "Choice 1" and stores "Choice 1" if selected)

 Choice 1 | Value 1,...
(Displays "Choice 1" and stores "Value 1" if selected)

 Choice 1 | Value 1 | on
(Displays "Choice 1" which is selected by default, and stores "Value 1" if selected)

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:  Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)
Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

Type:

Check Box

This field type is used to collect one or more values from a list of values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

To pre-fill the field with a value when the Custom Form is displayed, enter the value here.  If the field is also required, this value will meet that requirement.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data  will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually store with the form data.  Enter the displayed choices and their optional corresponding values, separated by a pipe symbol "|".  Separate each pick list item with a carriage return.

There are three possible formats for this field type:

Choice 1,...
(Displays "Choice 1" and stores "Choice 1" if selected)

Choice 1 | Value 1,...
(Displays "Choice 1" and stores "Value 1" if selected)

Choice 1 | Value 1 | on
(Displays "Choice 1" which is selected by default, and stores "Value 1" if selected)

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:  Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)
Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

Type:

File Upload

This field type is used to upload an Attachment to the Submitted Form. For example, a Visitor might want to upload a picture or a PDF in order to share more information. An Attachment will be deleted automatically when its Submitted Form is deleted. Attachments can be found easily via My Attachments in the Files tab.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Upload to:

Select the Folder where the File will be stored.  This ensures the proper file access rights protection for the file.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

NOTE: File Upload fields cannot be Quiz Questions.
NOTE: For Product Forms, this field type is not supported.


 

Type:

Information

This field type is used to add custom text and information between fields.

Name:

This is the Name of this field.  It is displayed for positioning purposes only.  Since this field type does not collect form data, it is not exported.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Information:

Enter text or HTML in this area that you wish to be displayed in the Custom Form and Custom Form Confirmation.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data  will be able to view and modify this field.

NOTE: Information fields cannot be Quiz Questions.


 

Type:

E-mail Address


This field type is used to collect a single line of text data that must be formatted as a valid internet e-mail address.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should have a default value when the Custom Form is filled in, enter the value here.  If the field is also required, this value will meet that requirement.

Size:

The size in characters of the input field.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect this field to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

Type:

Date


This field type is used to collect a single calendar date, and attempts to resolve the date no matter what format is used to enter the date value.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should have a default value when the Custom Form is filled in, enter the value here.  If the field is also required, this value will meet that requirement.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

Type:

Date and Time


This field type is used to collect a calendar date and time (timestamp), and attempts to resolve the date and time no matter what format is used to enter the value.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should have a default value when the Custom Form is filled in, enter the value here.  If the field is also required, this value will meet that requirement.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.