This article will walk you through the process of managing your form fields
What is a Field?
Fields are essential tools for gathering information through a form. You’ll find a variety of field types to choose from, making it easy to tailor your form to your needs. Some popular examples include checkboxes, text inputs, and dropdown selections.
Adding Fields
There are two ways to add new fields. You will need to first navigate to:
Home > Settings > Data > Forms.
Via the 'Manage Fields' button
- Select the 'Manage Fields' button at the bottom right of your screen
- Click 'Add Field' at the top right
Via the 'Add Form' process
- Click 'Add Form' at the top right
- Select the '+ Customer Field' or '+ Internal customer field' option on the left
Creating Fields
Once you've added in a new field, you can start to build out the field details. Fields are made up of the following sections:
Type
- Customer field: A customer-facing field that is presented to customers on a registration form during the booking process.
- An example of a customer field would be ‘Child’s school year’
- Internal Customer field: Is an internal field which can be updated by your staff and coaches. Customers can not see the internal field.
- An example of an internal customer field would be ‘Safeguarding notes'.
- Product Field: A field that is attached to a product data form, which can be used to capture more information about your products.
Input
Depending on the type of data you are trying to collect, and how you want to collect it, you can choose from 7 different types of field 'input':
- Short Text – If you want one or two-word responses
- Long Text – If you want longer responses
- Number – Number-only entries
- Dropdown – Single selection allowed from a dropdown
- Radio – Single selection
- Checkbox – Multiple selections allowed
- Date – Date-only entries
Title
-
- For example 'Please choose your Child's school name from the dropdown'
Help Text
Add optional text to assist customers in answering the question, if it is a customer-facing field
Required
Toggle on/off depending on whether or not you require this field to be filled in during the checkout process. If toggled on, customers will be unable to proceed through checkout without providing an answer.
Once you've created your fields, you can start to build out a form. For more information on adding forms, click here
Managing your fields
All of your fields can be accessed and modified by clicking the 'Manage Fields' button at the bottom-right of your screen, in the Forms section.
Click on the three dots at the right of the field to do the following:
✏️ Edit Field
Quickly make any changes to fields, such as to the title or help text.
Note: Edits made to a field will be reflected on any forms that currently use that field. If you only want this edit to apply to a particular form, we'd advise creating a new field.
🕥 View History
View a log of all changes made to the field and its linked products, with details of the user who made the change and the time/date that the change was made.
🗑️Archive
Remove the field from any forms it is attached to.
- Data stored against the field will still be available to view
- You can view and unarchive your archived fields at any point, by switching the view from Active > Archived in the 'Manage Fields' section, clicking on the three dots and choosing the 'restore' option:
