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Add and configure fields in the Form Builder

This article outlines how to add and configure fields in the Form Builder to create and customise forms.

Written by Billy Dilks

The Form Builder is a visual canvas that lets you drag and drop fields to design your form. You can choose from a range of field types, configure how each one looks and behaves, and preview your form at any point before saving.

Add fields to your form

To build your form, drag fields from the Available Fields panel onto the canvas.

  1. Open Form Builder from the Campaigns menu in the left-hand navigation.

  2. Find the field you want in the Available Fields panel on the left.

  3. Drag the field onto the form canvas, or click it to add it to the bottom of your form.

  4. Repeat until you have added all the fields you need.

    shot_02 Provider Manager Campaigns screenshot

🤓 Tip: You can add as many fields as you like, in any order.

Configure each field

Once you have added a field, you can configure how it looks and behaves using the Properties panel.

  1. Click any field on the canvas to open its settings in the Properties panel on the right.

  2. Update the settings you need:

    • Field label: the question or prompt the provider sees.

    • Placeholder text: faint example text shown inside the field.

    • Help text: short guidance shown beneath the field.

    • Required: turn on to make the field mandatory.

  3. Repeat for each field on your form.

    shot_03 Provider Manager Campaigns screenshot

Name your form

Give your form a name so you can identify it easily in the Form Builder.

  1. Click Form Settings.

  2. Enter a name for your form, for example, 'Provider Feedback Form'.

  3. Click Save.

📌 Note: The name you enter appears at the top of the form when your providers open it.

Preview your form

You can preview your form at any point to see exactly how it will look to your providers.

  1. Click Preview Form.

  2. Select a screen size to preview across different devices:

    • Desktop.

    • Mobile.

    • Tablet portrait.

    • Tablet landscape.

shot_04 Provider Manager Campaigns screenshot

Field types at a glance

Here is a full overview of the fields and layout elements available in the Form Builder:

Basic fields

Field

What it is for

Short Text

Short answers such as names or reference numbers.

Long Text

Longer answers such as descriptions or comments.

Number

Numerical values such as amounts or counts.

Date

Date entries.

Email

Email address entries.

Phone Number

Telephone number entries.

Selection fields

Field

What it is for

Dropdown

Lets providers choose one option from a list.

Radio Buttons

Lets providers choose one option from a visible set.

Checkboxes

Lets providers select one or more options.

Yes/No Toggle

A simple yes or no answer.

📌 Note: Selection fields also drive conditional logic. See Add conditional logic for more information.

Advanced fields

Field

What it is for

File Upload

Asks providers to attach a document.

Signature Capture

Lets a provider sign directly on the form.

Rating Scale

Collects feedback or net promoter scores.

Calculated Field

Automatically works out a value from other number fields.

shot_05 Provider Manager Campaigns screenshot

Layout elements

Element

What it is for

Brand Image

Adds your Local Authority logo or other imagery.

Instructional Text

Adds helpful guidance for the provider.

Divider

Breaks long forms into clear, manageable sections.

Page Break

Splits the form across multiple pages.

🤓 Tip: Use layout elements to brand your form and make it easier for providers to navigate.

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