How to Add Fields to a Form

Steps

1. Open the form you want to edit and click Edit Fields.

2. Click Add Field and choose a field type:

   • Text — free-text answer.

   • Number — numeric input.

   • Date — date picker.

   • True/False — yes/no toggle.

   • Dropdown — predefined list of choices.

   • Photo Upload — lets the employee attach a photo.

   • Signature — the employee signs directly on the form.

   • Section Header — a label to visually group fields into sections.

3. Drag fields to reorder them using the drag handle on the left of each field.

4. Toggle Required on any field that must be completed before submission.

5. Click Save Changes when finished.

Tips

• Use Section Headers to break long forms into easy-to-follow sections.

• Keep forms concise — only include fields that are essential to avoid survey fatigue.

• Use Dropdown fields for standardised answers to make reporting easier.