Form field settings

When you hover your cursor over a form field, you'll see several icons.

The gear icon is the field settings.

The multi directional arrow allows you to move the field elsewhere in the form.

The 2 pieces of paper allows you to copy the field that can then be pasted below other fields in the form.

The red cross deletes the field from the form.

When you click the gear icon, the field settings menu will be different depending on the field type you're accessing the settings of.

The "Label" is the text that appears above the field, then the "Label position" lets you choose where the label is positioned around the field.

E.g.

Then under the label options, you have the placeholder text:

The Custom CSS Class allows you to add a class to the input field (which can be very useful if you know CSS, rather than dealing with nth child fields).

Further down there's an assortment of checkboxes

Most of these you won't use, however "Hidden", "Hide Label", "Initial Focus" can be particularly useful depending on you use case.

"Hidden" hides the field completely from the form, which if you use a default value (explained later) can be useful.

"Hide Label" can clean up your form by removing the label from the input field, and you'd need to use placeholder text to explain the field to end users.

"Initial Focus" makes the form scroll to that field on load.

Data

This field isn't always available for all field types, but it allows you to populate default values and customize the type of input.

Validation

This is the 2nd tab for most form fields.

You can set custom error messages based on different types of errors such as input too long or short, or not the correct format, however the most popular use for the validation tab is the "Required" checkbox, which you can toggle on and off.

Field

This tab allows you to change the "Property Name", which for fields like firstname, email, phone, you don't want to touch, as they're setup to push the data directly to the CRM, however custom fields like "text field", "text area" and "select" it can be useful to rename the field.

Conditional

This tab is for simple conditional logic where you can choose if the field should show or not based on the value of another field. It's pretty straightforward to use, but there is a walkthrough showing you how to use simple conditional logic in the walkthrough's/tutorials section of these help docs.

Logic

The last tab you might use is "Advanced Logic", which allows you to perform more advanced logic, such as forcing fields to be required or not based on the input of other fields. You can also edit placeholders and labels based on the input of another field or fields, and even apply input masks, css classes and tooltips. This section is really only for advanced users, with the exception of forcing fields to be required, again you can watch a video on this in the walkthrough's/tutorials area.