Add and Edit Custom Fields Right in the Builder

Quick Add lets you create new contact fields by dragging them onto the form, without opening a separate setup screen first.

Fields you can drag in

Radio Select, Single and Multi Dropdown, Checkbox, File Upload, Single Line, Multi Line, Textbox List, Date Picker, Number and Monetary.

Add a field

  1. Open Sites > Forms (or Surveys or Quizzes) and edit your item.
  2. Open the Add Element panel and find the field type under Quick Add.
  3. Drag it onto the canvas.
  4. Set the field name and unique key, and add options for dropdowns, radios and checkboxes.
  5. Click Save. The field is saved to your Contacts custom fields and can be used anywhere.

Add several existing fields at once

Open Add Object Fields, browse or search, tick several checkboxes, then click Add N fields or drag the selected group onto the canvas. They keep the same order as the sidebar list.

Edit a field later

Click the field in the builder. In the right panel, use General Settings and Advanced Settings to reorder, rename or delete options, or change file upload rules.

After a save, the field name and unique key are locked; change them from the custom fields area of settings.

Good to know: Any custom field whose name contains the word "score" is treated as a numeric scoring field, so avoid that word in unrelated field names.

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