Training

Selecting A Field

Selecting the correct field may seem overwhelming at first but once you understand that each field serves a very specific purpose, it will become much easier. Simply click on the field you would like to add, it will drop into to the editor on the left. Open the field box up and enter the info you need. If you click on the wrong field box or change your mind, simply click the X in the upper right of the field box and it will delete the field. When you are finished be sure to click Update Form.

Most forms will use fields from the Advanced Fields panel so that is usually the best place to start.

Advanced Fields

The most common fields used are: Name, Date, Phone, Address, Email –

  • Select the Required Box if you want to make any field one that must be completed before the form can be submitted.

Examples: 

Date Field –

Gravity-form-date

  • Add a title to your field
  • Select to have an icon or not – this allows the user to click on a calendar to chose their date. A small icon will appear next to the field box
  • If a description is added it will appear small below the field box
  • Select the Required Box if you need this field to be required
File Upload Field –

Gravity-form-file-upload

  • Add a title to your field (example: Upload your resume)
  • You can choose to limit the kinds of files that can be uploaded to only types you can accept, to do this enter the file extensions separated by commas in the box allowed
  • Click the Enable Multi-File Upload if you want user to be able to upload more than one file
  • You can enter a maximum file size allowed as well
  • Select the Required box if you need this field to be required

Standard Fields

The most common fields used are: Single Line Text, Paragraph Text, Radio Buttons, Checkboxes –

  • Select the Required Box if you want to make any field one that must be completed before the form can be submitted.

Field Options

  • Single Line Text – For any questions you want the user to fill in a word or short sentence.
  • Paragraph Text – For any questions you want the user to fill in more than one sentence.
  • Radio Buttons – For questions that can only have one choice answers
  • Checkboxes – For questions that can have more than one choice answers
  • Multi Select – The user can see all the options in a box and select one option only
  • Drop Down – Saves space so that the user has to select one out of the drop down menu
  • Number – Allows you to have user enter a number or currency amount. You can set the range of minimum and maximum amounts to be entered. You can also enable calculations if they need to add multiple number fields.
  • HTML – This is a content placeholder. It can be used to for content such as a disclaimer or directions that don’t require a field to be answered.
  • Page Break – This allows the form to be broken up so the user only sees one page at a time
  • Section Break – This allows a line to be added to dived sections of a page

Examples: 

Form-editor-standard
Form-editor-standard-example


 

Post Fields

Post fields are used only for posts. You are able to manage the following fields:

  • Title
  • Body
  • Excerpt
  • Category
  • Image
  • Custom Field

Pricing Fields

Pricing fields are used for product pages. You are able to manage the following fields:

  • Product – Use Drop down, radio buttons or checkboxes for each product with price
  • Quantity for each product
  • Option – Use Drop down, radio buttons or checkboxes for each option with price
  • Shipping – Add shipping fees to your form
  • Total – Add a total button to your form