Heading
This element serves to provide titles or headings for sections within the form. It helps to organize the form's content, improve readability, and guide recipients through the form by visually dividing it into logical sections.
The heading element is automatically added to the form's first page when creating a form and can be deleted if needed. You can also adjust the heading size, hide it, make it visible, or save it as a widget.
Tip: You can use this field when setting up bots for pre-filling, exporting, or updating data. For this purpose, provide a recognizable name for the field to easily locate it, for example Hardware request.
Single-line text
The single-line text element enables recipients to input brief information such as names, addresses, social security numbers, or other short data entries.
Tip: You can use this field when setting up conditions or bots for pre-filling, exporting, or updating data. For this purpose, provide a recognizable name for the field to easily locate it, for example, Name.
Ensure the single-line text field is clearly labeled to indicate the expected information (for example, Enter your full name or Specify the US State). Additionally, implement validation rules to ensure the entered data follows the required format.
Limiting character input ensures concise responses, ideal for fields like customer names or order summaries, promoting clarity and efficiency in managing business data.
Additionally, you have the option to hide or disable the single-line element. or save it as a widget for further use.
Multi-line text
The element enables recipients to input multiple lines of text, facilitating the collection of longer or more detailed information such as comments, descriptions, or notes.
Tip: This element offers users more space for text input compared to the single-line text field, allowing for more extensive responses.
Enabling the Extensible option allows recipients to dynamically expand the text box as they input data, adjusting to accommodate longer responses automatically.
Customize the size of the multi-line text field based on the specified number of rows.
Note: When the Extensible option is enabled, the element's size adjusts automatically based on the entered text, regardless of the specified number of rows.
Specify a character limit to ensure responses don't exceed specified lengths.
Description
Add descriptive text or instructions (up to 60,000 characters) to provide context or guidance for form recipients. Customize text formatting for clear and visually appealing content.
You can hide the description element so it won't be visible to recipients filling out the form.
Tip: For example, hidden text can provide internal guidance for form creators.
The element allows you to collect email addresses from recipients. It ensures that the input follows the standard email format (for example, [email protected]) and can be used for various purposes, such as sending notifications, confirmations, or updates via email.
You can make the element required for filling out, hide it, or disable it for editing by recipients.
Date
The element enables users to input or select dates from a calendar, suitable for various date-related information like birthdates, appointments, and deadlines.
Automatically capture dates from user devices upon form opening to ensure accuracy and reduce errors in submissions by enabling the Use user's system date option.
The default date format is MM/DD/YYYY. Customize formats with various time components if necessary.
Note: When pre-filling web forms with Salesforce date or date and time data, use either MM/DD/YYYY or MM/DD/YYYY hh:mm:ss A format.
Limit date selections to specific days of the week to match business requirements.
Example: If a business only operates on weekdays, the form creator can restrict date selections to Monday through Friday in the date field configuration.
Note: Avoid enabling the user's system date to prevent conflicts with the selected days of the week restriction.
Set a custom date range by defining start and end dates for the available selection period in the calendar.
Users should select dates within this range highlighted in white.
Signature
The signature element allows recipients to sign documents directly within the form digitally. This feature is particularly useful for collecting legally binding signatures, approvals, or acknowledgments.
Recipients can choose from existing signatures stored in their profile, edit them, or set one as their default signature.
Recipients can choose from existing signatures stored in their profile, edit them, or set one as their default signature.
Recipients can customize their signatures by adjusting color, style, thickness, and other options based on their preferred method of signing.
Initials
Use the element to enable recipients to provide their digital initials as a form of identification or acknowledgment. This feature is particularly useful for marking initial approvals on documents, acknowledging receipt of information, or providing quick identification where a full signature is unnecessary.
Recipients can choose existing initials, edit them, or set them as default, similar to the signature element.
Recipients can create new initials by entering them manually, drawing with a mouse or finger, uploading an image, or using a webcam.
Recipients can customize the color, style, and thickness of their initials to match their preferences and the chosen input method, similar to the signature element.
Number
The element allows recipients to input numerical values, making it suitable for collecting quantitative data such as quantities, measurements, scores, ratings, and more. You can use number fields for making calculations in the formula element.
Tip: You can use this field when setting up a formula, conditions, or bots for pre-filling, exporting, or updating data. For this purpose, provide a recognizable name for the field to easily locate it, for example, Item quantity.
Note: To collect data such as zip codes, social security numbers, credit card numbers, etc., use the single-line text fields.
Decimal places are enabled by default for number elements and can be disabled as needed.
Fixed decimal places ensure consistent and accurate data entry, especially when precision is crucial. o enable this option, check the Fixed decimal places box. Then, set the number of decimal places users can enter after the decimal point.
You can set limits on the number of values by specifying minimum and maximum values separately or together. This ensures users comply with set limits when completing the form.
You can also set character limits for this field type, specifying the minimum, maximum, or both.
Additionally, you have the option to hide or disable the number element or save it as a widget for further use.
Phone
The element allows recipients to input phone numbers, facilitating communication and contact information collection. It is particularly useful for gathering phone numbers for various purposes such as customer inquiries, event registrations, or service requests.
You can predefine a country code in the field to streamline phone number input and reduce errors.
It is also possible to set up a custom phone format for entering phone numbers of any type. This option is useful for cases where traditional national formats don't apply.
Additionally, you have the option to hide or disable the phone element or save it as a widget for further use.
Currency
The currency element in airSlate web forms allows recipients to input monetary values, making it suitable for collecting financial data such as prices, budgets, expenses, etc. It facilitates accurate recording and processing of currency-related information within forms.
Tip: You can use this field when setting up a formula, conditions, or bots for pre-filling, exporting, or updating data. For this purpose, provide a recognizable name for the field to easily locate it, for example, Price.
The default currency is set to US Dollar. You can change the currency type by selecting the desired option from the dropdown menu directly within the field.
Decimal places are enabled by default for currency elements, but they can be disabled if whole numbers are preferred or required.
Fixed decimal places ensure consistent and accurate data entry, especially when precision is crucial. To enable this option, check the Fixed decimal places box. Then, set the number of decimal places users can enter after the decimal point.
You can set limits on currency values by defining minimum and maximum thresholds separately or together, ensuring users input values within specified constraints.
Additionally, you can set character limits for this field, specifying minimum, maximum, or both.
You can hide, disable, or save the currency element as a widget for reuse, providing flexibility in form customization.
Formula
The element allows calculations based on the values entered in number, currency, or date fields. With the formula field, it is possible to create complex calculations using mathematical operators and functions.
Note: Only use number, currency, date, or formula fields for setting up the formula element.
Tip: If a form contains two or more formula fields, you can use another formula field as a variable for your formula.
Begin by clicking Add formula. In the Add formula modal window, you can create a formula for calculating numbers and dates or for combining several fields into a single one (concatenation):
In the Number category of the formula element, perform mathematical calculations on numeric values using symbols like +, -, *, /, brackets, and variables.
Example: you need to calculate the total reimbursement amount once a recipient provides the amount for each category (Accommodation, Meals, Transportation) separately.
You can adjust the number of decimal places displayed in a formula.
Note: Setting no decimals will round the result to the nearest whole number.
You can select the symbol to display alongside the formula result, such as a currency, percent, or date symbol, or leave it as the default.
Once recipients complete the fields used in a formula, the result will be automatically calculated.
The Date and time category allows you to perform calculations related to dates and times. You can manipulate dates and times, calculate durations, and perform other date and time-related operations within forms.
Example: you need to calculate the number of days that your employee requests for their time off by specifying the start date and the end date of the period requested.
Select the unit to display the calculated result, such as minutes, hours, days, months, or years.
You can choose the symbol to display alongside the formula result, such as a period, time, default symbol, or none.
Once recipients complete the fields used in a formula, the result will be automatically calculated.
The Concatenation category combines data from various form fields into one, simplifying data management. This allows for a more convenient way of exporting or pre-filling custom values as they are stored in a single place.
Example: when placing an order, your customers must fill in their name, phone number, email, and delivery address in separate fields. You may need to keep the entered data in one line in a specific order to populate it when preparing an invoice easily.
Select the available fields you want to combine the data from. Add fields in the order that the merged data should appear in the formula field. You can select as many fields as you need.
Once recipients complete fields used in a formula, the entered data from each field will automatically appear combined in the formula field in the order you’ve specified.
To modify your formula, access it from the sidebar and select Edit.
Checkbox
The checkbox element allows recipients to select one or more options from a list of choices. Unlike radio buttons that allow only one selection, checkboxes enable multiple selections.
You can add, edit, delete, or rearrange checkbox options on the canvas and in the sidebar.
Easily add multiple checkbox options at once using bulk input, saving time and streamlining the setup process.
Note: Submitting new options using bulk input will discard previous settings.
Enable the Other option to let recipients provide their own choices.
You can limit the number of characters your recipients can enter in the Other option text box.
Enable a two-column view for checkbox options to improve readability and navigation.
Hide or disable the entire checkbox element or individual options.
Radio button
The element allows recipients to select one option from a predefined list of choices. Unlike checkboxes, radio buttons restrict recipients to select only one option from the given list.
Tip: Use radio buttons with conditional logic to show or hide other form fields based on the recipient's selection. This makes the form more interactive.
You can add, edit, delete, or rearrange radio button options both on the canvas and in the sidebar.
Easily add multiple radio button options at once using bulk input to save time.
Note: Submitting new options using bulk input will discard previous settings.
Enable the Other option to let recipients provide their own choices.
You can limit the number of characters your recipients can enter in the Other option text box.
Tip: By default, option values match the titles. For example, the value for Laptop will be Laptop. To ensure consistent data and simplify system integration, you may need to set custom values. For example, use HW-LT (hardware-laptop) for Laptop. This custom value will be used in airSlate automation. Set a custom value for each option separately.
Enable a two-column view for radio button options to improve readability and navigation.
Hide or disable the entire radio button element or individual options.
Dropdown
The dropdown element lets recipients choose one option from a list. It's useful for handling many choices in a compact format, making it easy to find and select an option.
Add, edit, delete, or rearrange dropdown options on the canvas or in the sidebar.
Easily add multiple dropdown options at once using bulk input.
Note: Submitting new options using bulk input will discard previous settings.
Enable the Other option to let recipients provide their own choices.
You can limit the number of characters your recipients can enter in the Other option text box.
Example: By default, option values match the titles. For example, the value for Laptop will be Laptop. To ensure consistent data and simplify system integration, you may need to set custom values. For example, use HW-LT(hardware-laptop) for Laptop. This custom value will be used in airSlate automation. Set a custom value for each option separately.
Hide or disable the entire dropdown element or individual options.
Matrix
The matrix element allows recipients to provide structured responses within a table format. Each row represents a question or item, while each column provides response options.
Tip: This element is useful for capturing structured data in a compact format, such as surveys, assessments, and feedback forms.
Easily manage matrix columns by adding, editing, deleting, or rearranging them on the canvas or in the sidebar. The maximum number of columns is six.
Similarly, manage matrix rows by adding, editing, deleting, or rearranging them directly on the canvas or the sidebar. These rows can be utilized for airSlate automation and role assignments.
Add multiple matrix rows at once through bulk input.
Note: Submitting new rows using bulk input will discard previous settings.*}
Customize row settings to designate at least one row as required or make all rows within the element required.
Tip: Customize option values to ensure consistent data and simplify system integration. For example, assign a custom value like 5 for Excellent in a rating system, which will be utilized in airSlate automation. Set a custom value for each column separately.
Hide or disable the entire matrix element or individual columns and rows.
Table
The table element organizes data in a tabular format, ideal for surveys, reports, and evaluations. It provides a grid-like interface for entering information in rows and columns.
Tip: The table element accommodates various data types, allowing text, numbers, dates, dropdowns, checkboxes, and others within cells.
Add, delete, edit, or rearrange table columns on the canvas or in the sidebar, with a maximum of 30 columns.
Adjust column width by dragging the edges. To reset to the default width, select Reset width.
By default, the table element has 3 columns: text field, dropdown field, and date field. Change field types and configure settings for each column separately as needed.
Enable the Total by column option for number, currency, or formula fields to calculate the sum of values in a column.
By default, recipients can't add or delete rows. To enable this, select the Edit rows checkbox.
Group
The group element lets you organize and manage multiple form fields within a collapsible section. It helps structure complex forms, improve readability, and enhance user experience by grouping related fields.
Tip: You can add text, dropdown, date, checkbox, and other field types within a group, making it versatile for various data collection needs.
Each group is collapsible by default to keep the form clean. To expand the group, uncheck the Collapsible option.
Tip: Create standard groups that can be reused across different forms. Save them as widgets for consistency and time-saving.
Repeatable container
The repeatable container allows recipients to duplicate form sections up to 100 times. It's useful for collecting similar data sets, like adding order items, listing contacts, or documenting project milestones.
Each repeatable section can include various field types, making it versatile for different data needs. Field types include:
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Note: Settings for the first block apply to all duplicates in a repeatable container.
Tip: Save standard field blocks as widgets to ensure consistency and save time across different forms.
Divider
The divider element helps improve the visual structure and readability of your forms. Dividers create a clear visual break between sections of your form. They help distinguish between unrelated fields or groups of fields.
Page break
The page break element divides your form into multiple pages, improving organization and user experience. It is useful for lengthy forms that need detailed information from recipients.
Tip: Use conditional logic to show or hide pages based on user responses. This creates a dynamic and interactive form experience.
Drag and drop the page break element to the desired location on your form. It will split the form into separate pages at that point.
