Form Field Options
Several configuration options are available when editing fields in a form.
Required Editions
| Available in: All Account Engagement Editions |
Basic Tab
| Option | Description |
|---|---|
| Label | The label for the field that appears in the form. Labels support hyperlinks. |
| Prospect Field | The field name. |
| Load Default Data | Loads the field’s global settings. See Edit Global Field Settings for more information. |
| Type | The field’s data type. See Prospect Field Types for more information. |
| Data Format | Specifies in which format the prospect enters data. |
| Required | Indicates that the field is required for submission. |
Advanced Tab
| Option | Description |
|---|---|
| Error Message | The error message that appears when the field is empty or has an invalid value. |
| CSS Classes | Enter a class to use for specific CSS in the layout template associated with your form. See Add CSS Classes to Fields in Forms for more. information. |
| Description | The description that appears under the form field. Although optional, we recommend including a description for any field that needs instructions. |
| Always display even if previously completed | Use for fields for which the prospect can submit the same value more than one time. If this option isn’t enabled, the field doesn’t display again after a prospect has completed it. |
| Do not prefill | Use for fields that you don’t want to prefill. Most fields are set to prefill by default, which automatically populates a form field that was previously collected from a prospect on the same device. Prefill isn’t supported for TextArea field types, custom fields, or fields set to “Maintain the initial value upon subsequent form submissions.” We recommend automatically prefilling the email field, which helps to prevent incomplete form submissions. Also, prospects can review and report incorrect prefill information. |
| Maintain the initial value upon subsequent form submissions | Retains the initial field value when the prospect submits more forms with different values for the same field. For example, if a prospect submits a form with a different Company field value, the Company field holds the value of the original record. This option doesn’t apply to the Email field. |
Values Tab
The Values tab is available only for checkbox, radio button, and dropdown fields.
| Option | Description |
|---|---|
| Prefill with | Prefills the field with a value from the dropdown. |
| A icon | Displays an alternate value on the form. The original value appears in the prospect record. |
| Grid icon | Assigns a profile to the prospect when the prospect selects the value. |
| + icon | Adds prospects who select the value to the designated list. |
Progressive Tab
| Option | Description |
|---|---|
| Show this field only if the prospect already has data in the following field(s) | Enables progressive profiling. See Gather Prospect Data Over Time for more information. |
Dependent Tab
| Option | Description |
|---|---|
| Display other fields in this form based on the value of this field | Select to show the specified fields when a particular value is entered in this field. |
| When this field equals | Value that triggers the dependent field to display. |
| Show this field | Field to show when trigger value is entered. |
