Only Admins can create field sets, while Authors can insert them into their forms.
Fields sets allow you to create and insert groups of frequently used fields into your forms. With field sets, you can save your authors time while ensuring consistency across your organization. It will also help keep your forms current and accurate, as you can apply edits to field sets and automatically update them wherever they are used in forms.
Some examples of field sets are:
- Applicant details or contact details
- A payment field set, including payment instructions and the payment field
- A privacy or terms and conditions field to maintain accuracy
Create a New Field Set
- Go to Admin > Field sets and select Create field set.
- Enter a name into the field and select Create.
- Add a Description to help authors understand the purpose of the field set.
- Drag and drop fields into the available section. You cannot add other sections to a field set.
- Name your fields and choose your field settings as normal.
- Save your field set.
Edit, Delete, or Manage Field Sets
Admins can also:
- Add or remove fields from an existing field set by selecting it from the list or choosing Edit from the ... menu. Any changes you make apply immediately to the field set in every form in which it is used.
- See if the field set is In use and select it in the list to access the Usage tab, in which you can find a searchable list of all forms the field set is in.
- Permanently delete a field set by selecting Delete > Delete field set from the ... menu or after you select it in the list. Once you delete a field set, it cannot be retrieved. You also cannot delete a field set that is in use.
When editing fields within a field set or removing a field altogether, please note that deleting fields will remove access to any response data you have previously received for those fields. You may prefer to hide fields with display logic, so you can retain access to the response data.
Add a Field Set to a Form
Form authors can add field sets to their forms:
- Open an existing form or create a new one.
- Expand the Advanced toolbox and drag the Field set option into your form.
- Use the drop-down menu to Select a field set and select Add.
- You can move or delete the field set as with any other field.
- Selecting the pen icon will break the field set apart and allow you to edit the individual fields, but will also ensure that you cannot move the set as a whole and it will not receive updates made to the original field set in Admin.
- Save your form.
Please note that you cannot add a field set to a group but can choose to break the field set and add those individual fields to the group.
What Else?