How it works
Data fields allow you to collect information from your responders with Data Collection and Payment Blocks. Fields can:
- Come in multiple types, including names, dates, addresses, and employment information
- Have customizable names
- Be required or optional
- Be reordered
If you are interested in using data fields on Payment Blocks, see here
This guide offers everything you need to get started with custom data fields.
- making new fields
- changing the type and name of a field
- making fields required vs. optional
- reordering fields
- using merge fields in data field names
- deleting fields
For Zapier: custom data fields are included in version 1.5 or above. (older versions are still active, but will not include custom data fields). For more on using Zapier, see here
This article assumes that you have already made a Formli. For more information on how to make your first Formli, see here
Setup Guide
Step 1 - Make a Data Field Block
- Click on the
Block Typedrop down menu - Select
Data Fields
Step 2 - Customize data field
- Click
+ Add New Data Field - View options for your data field with the
Typedrop down menu - Select the field type that you wish to use. For this example, I selected the type "Full name"
- The field name will change to reflect the type you’ve selected. To change the name of your field, click directly in the
Field Namebox and type. Here, I changed the field name from "Full name" to "Your full name". - Once you’ve chosen your field's type and name, save your Formli by clicking
Save Field
Step 3 - Make a field required
- Click anywhere on a field to open the field settings
- Click on the
Required Fieldtoggle to turn on or off. If the toggle is on, responders must enter the required information to submit your Formli. - Save changes by clicking
Save Field - An asterisk (
*) will appear next to any required data field type
Step 4 - Removing data fields
- Click anywhere on a field to open field settings, or click the
... - In the drop down menu, click
Delete - Confirm deletion
Step 5 - Reorder your fields
To reorder your fields, click and drag the icon on the left-hand side of a field
Note: if you’ve received responses prior to reordering, the order of columns in the Formli's exports will not be changed.
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