Support How-To: Basic Form Editing

Written by Jessica Ernsberger on December 3, 2012

Posted in Form Hacks

I spend most of my work day talking to customers who are new to Formstack. After some newbies are offered a little direction, they really rock the form builder! Here is your very own blog entry to help you understand our form builder just a bit better. I will explain what every option in the “Build” section of the Formstack interface means and direct you to the specific support document that will show you how to set it up on your form.

Where do I go to edit my form?

If you have come from one of our integration partners like Constant Contact, you will simply click on the Forms tab and choose the title of the form you created that will be in green letters. But if you are completely new and have not yet created a form, first click on the huge plus sign with the words “Create Form” underneath it. From here you will have three options which are:

  • Field Guide — Basically this is where we walk you through the step-by-step the process of building a form.
  • Pre-Built Form — We have several options of basic pre-built forms that you can edit to your liking.
  • Blank Form — My personal favorite! This is where you get a clean canvas and can create your form from scratch!

In order to then edit your form click on the gray Build tab. Your editing tools or form field options will be on the left hand of the screen.

What Form Field Options Mean and Links to Setting Them Up on your Form

1. Short Answer and Long Answer — These allow you to ask a question that requires a short or long answer. The Long Answer field can simply be a “Comments” section so users can communicate what they wish to you.

Support Documents:

Long Answer Field

Short Answer Field

2. Select List, Radio Buttons, and Check Box — Three different ways to display a question with answer options.

Radio, check boxes and select lists are a great way to organize survey or multiple choice questions.

Support Documents:

Select List Field

Radio Button Field

3. Date/Time — Exactly what you think. A place for your users to enter either a date, time, or both. An example would be if you needed their date of birth.

4. File Upload — This is so your user can upload a picture or document to your form. The best example would be if you had created an online job application form and needed your users to upload their cover letters and resumes.

5. Name, Email Address, Phone, Address — Just a fast and easy way to add these to your form.

6. Matrix — A rating or Likert scale field, which you can use in surveys and other forms where you want to allow your users to rate multiple items in a single field.

7. Number — Allows your user to enter a number. Useful for currency amounts.

8. Credit Card — A simple way to allow your user to add a credit card to the form. Do note that if you have this field on your form, you must set up security features.

9. Description Area — Here is where you can insert rich text (photos, formatted text, links, etc.). This field is for adding your logo or an area where you are explaining something to your user.

10. Embed Code — This field allows you to embed HTML, videos, maps and widgets into the form.

11. Signature — A fun new feature which allows your users to electronically sign a form.

12. Section — Sections are used to add explanatory text or headlines to a set of fields, create a new page on a multi-page form and change the layout on some fields without changing the layout of the entire form.

Have any more questions about the basic form fields and how you can build a form? Please let us know in the comments below!