Understanding form fields

TripMapper for Business now lets you share your forms directly with clients and prospective clients. Once you've built your custom form — whether it's an enquiry form, a feedback form, or anything else — you can make it available by sending a share link that opens the form in any browser, or by embedding the form directly into your own website.

This article explains the form fields in more detail.

To create a form follow the steps below:

1. Click in the 'Templates' section of your account.

2. Click the 'Forms' tab.

3. Click the 'Create Form' button.

4. You will find the 'Form Settings' on the right hand side of your screen.

• Form Name - In the 'Form Name' field type your form name.

• Teams - In the Team(s) dropdown select the team you wish to have the form assigned to.(Optional)

• Submit Button Label - By default, the button that submits the form is labelled 'Submit.' To rename it, type a new label in the 'Submit Button Label' field.

• Section Name - If you want different sections in the form, you can name a section by typing in the 'Section Name' field.

5. Now you can add your fields by dragging and dropping the applicable fields from the left side of your screen onto your form.

There are a number of different fields to choose from, we explain each below.

Display Fields

Heading

Adds a heading to tailor the structure of your form.

To add a heading:

1. Drag and drop the 'Heading' display field from the left side of the screen on to the form.

2. Type the heading in the Text' field.

Example:

Paragraph

Adds a block of text you write into the form.

To add a block of text:

1. Drag and drop the 'Paragraph' display field from the left side of the screen on to the form.

2. Type your content in the Text' field.

Example:

Text

Date/Time

Lets your client select a date and/or time from a date picker.

To add a 'Date/Time' field:

1. Drag the 'Date/Time' field from the left of the screen and drop it onto the form.

2. In 'Field' Label, enter your question, statement or prompt.

3. In the 'Type' field, choose what your client can pick: a date only, a time only, or both a date and time.

4. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Email

Lets your client enter their email address.

To add a 'Email' field:

1. Drag the 'Email' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Long

A larger box for longer responses.

To add a 'Long' field:

1. Drag the 'Long' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Placeholder' field, enter text to display inside the box before your client fills it in (for example, "Type here…" or "Add information here…"). This acts as a prompt and disappears once they start entering their answer (optional).

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Short

A single-line box for brief responses.

To add a 'Short' field:

1. Drag the 'Short' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Placeholder' field, enter text to display inside the box before your client fills it in (for example, "Type here…" or "Add information here…"). This acts as a prompt and disappears once they start entering their answer (optional).

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Numeric

A box that accepts numbers only.

To add a 'Numeric' field:

1. Drag the 'Numeric' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Placeholder' field, enter text to display inside the box before your client fills it in (for example, "Type here…" or "Add information here…"). This acts as a prompt and disappears once they start entering their answer (optional).

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Choices

Checkboxes

Lets your client select one or more options.

To add a 'Checkboxes' field:

1. Drag the 'Checkboxes' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Options' field, add each choice you want to offer. Enter one item, then hit 'Enter' on your keyboard and add another beneath it, building the list until every option is included.

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Country

Lets your client select one or more countries from a dropdown menu.

To add a 'Country' field:

1. Drag the 'Country' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Placeholder' field, enter text to display inside the box before your client fills it in (for example, "Type here…" or "Add information here…"). This acts as a prompt and disappears once they start entering their answer (optional).

5. In 'Multiple' you can toggle the switch to allow your client to select multiple countries.

6. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Dropdown

Lets your client select one option from a dropdown menu.

To add a 'Dropdown' field:

1. Drag the 'Dropdown' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Placeholder' field, enter text to display inside the box before your client fills it in (for example, "Type here…" or "Add information here…"). This acts as a prompt and disappears once they start entering their answer (optional).

5. In the 'Options' field, add each choice you want to offer. Enter one item, then hit 'Enter' on your keyboard and add another beneath it, building the list until every option is included.

6. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Radio

Lets your client select one option from a set of choices.

To add a 'Radio' field:

1. Drag the 'Radio' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Options' field, add each choice you want to offer. Enter one item, then hit 'Enter' on your keyboard and add another beneath it, building the list until every option is included.

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Miscellaneous

File upload

Lets your client attach up to five files.

To add a 'File Upload' field:

1. Drag the 'File Upload' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Instructions' field, add any extra guidance you'd like to give (optional).

4. In the 'Limit' field, select the maximum amount of files (there is a limit of 5).

5. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Example:

Passport

Lets your client enter their passport details.

To add a 'Passport' field:

1. Drag the 'Passport' field from the left of the screen and drop it onto the form.

2. In 'Settings', you can:

   1. Toggle 'Required' to make your client complete this field before submitting the form. Please note for the 'Passport' field this is 'on' and encrypted by default.

   2. Toggle 'Encrypted' to encrypt the data your client enters.

Rating

Lets your client give a rating using numbers or stars.

To add a 'Rating' field:

1. Drag the 'Rating' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In the 'Appearance' field, you can decide either a number or star rating.

4. In the 'Range' field you can decide the rating range.

5. In 'Settings', you can toggle 'Required' to make your client complete this field before submitting the form.

Example:

Signature

Adds a signature box for forms that require one.

To add a 'Signature' field:

1. Drag the 'Signature' field from the left of the screen and drop it onto the form.

2. In 'Field Label', enter your question, statement or prompt.

3. In 'Settings', you can toggle 'Required' to make your client complete this field before submitting the form.

7. Once you have created your form, click the 'Save Form' button in the botton-right corner.