✏️ How to Add and Edit Fields on a Form

The settings below are consistent across all field types, so you can use these same steps to edit any field on your form.

1. On the Form Builder tab, drag a field from the component list on the left into a section of the form.
2. To edit a field you have added, click the gear icon at the top of that field. The field’s settings open in a dialog with tabs across the top, including Display, Data, Validation, and Conditional.
3. On the Display tab, edit how the field appears:
   • Label: Edit what the field is called (for example, “Name of Chemical”).
   • Description: Enter text that describes the field. The description appears below the field on the form.
   • Tooltip: Enter help text for the field.
     Note: Unlike the description, the tooltip only appears when the user hovers over the field.
4. To make a field mandatory, select the Validation tab and check the Required checkbox.
   Note: Until a required field is filled out, the user cannot submit past the current step.
5. Click the green Save button to apply your changes to the field.

Note: To remove a field, open it with the gear icon and click the red Remove button.

The field is added to your section and configured with the label and settings you chose.