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Creating a new field

New fields are created by editing fields from the Header List on the Custom Form page.


  1. Enter the 'Question' to be displayed.
  2. Select the 'Field Type' from the drop-down menu that will be for the answer.
    • Yes / No: Yes and No options are provided in the form of a drop-down menu.
    • Text Box: A field accepting a short answer such as a single word or sentence.
    • Text Area: A field accepting a long answer such as a paragraph or more.
    • Dropdown box: Your own customised answers provided in a drop-menu.
    • Multiple Choice: A checkbox provided for each option allowing multiple answers to be ticked.
  3. Enter options if relevant for the selected Field Type.
  1. Enable the 'Mandatory' checkbox if an answer must be provided before being able to move on to the next step.
  2. Choose the Position for the answer field:
    • To the Right of the question
    • Below the question.
  3. Click the 'Save' button.

CustomStep_Position.pngCustomer View showing Positions

The field will now appear in the Field List table. Repeat these steps to create additional fields as needed.


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