Field Types | Field Properties - Zoho Forms

Field Properties

Overview

You can set the properties to customize each field added to your form. To do so, click the field on your form builder. Under Properties, you can add or modify the following field properties:
  • Field Label                
    A field label denotes the name for a field in the live form. It is also used while configuring formulas, integrations, conditional workflows, and more while building a form. You can also customize field labels to improve the form-filling experience for your respondents.  
    To change the position of the field label in your form,

    • Click your Form Title to access the Form Properties

    • Under Label Placement, select if you want the field labels in your form to be placed at the top, to the left, or to the right of the fields.
      Field Label placement

Hiding a Field Label
You can choose to hide the Field Label by selecting the Hide Field Label option for the following fields:
Single Line, Multi Line, Number, Decimal, Phone, Name, Address, Currency, Date, Date-Time, Email, Website, Dropdown, Terms and Conditions, Subform.
If you choose to hide a field label, it will be hidden in the following places:
  1. Live form
  2. Saved form
  3. Edit Response in live form
  4. Record edit option in All entries/Report entries/Task Entries/Approval Entries
  5. In the HTML/ HTML with CSS embed codes of the form
  6. Form Review
  7. Subform fields in the Thank You Page summary
  8. Email Notifications
  • Instructions
    You can specify the instructions or hints for a field to help your respondents fill out the form. The instructions will appear italicized below the field.



  • Hover Text
    Hover Text displays hints or details that appears when you hover your cursor over a particular field. This helps respondents understand the information needed to fill out the field. You can provide hover text for the following fields :
    Single Line, Multi Line, Number, Decimal, Name, Address, Phone, Email, Date, Time, Date-Time, Decision Box, Dropdown, Radio, Multiple Choice, Checkbox, Website, Currency, File Upload, Image Upload, Audio/ Video Upload, Slider, Rating, Matrix Choice, Image Choices, Signature.

    hover text

    Note:  Hover Text is supported only in Card Forms. 
  • Placeholder Text
    You can provide a Placeholder Text for the following fields to provide a short hint or an example of the input required to your respondents:
    Single Line, Multi Line, Number, Decimal, Phone (International format), Name field elements, Address field elements, Currency, Date, Date-Time, Dropdown, Email, Website.

    Placeholder text

    Note: If you have chosen to hide a field label, the Placeholder Text will be displayed in place of the field label (if you have given a Placeholder Text) while reviewing the form, in Email Notifications, and in the Subform fields of the Thank You Page summary.
  • Range

    For the Number, Decimal, and Currency fields, you can define a custom Range based on the responses entered in selected fields.
    To set this up,
    1. Go to the Properties pane of the field and select Values from the Format dropdown.
    2. Select the required fields for the Min and Max values by clicking the Merge icon. The input entered by a respondent in the selected fields will determine the range for that field.

      Range

      Supported fields that you can select using the merge icon to set the Range:
      Number, Decimal, Currency, Slider, Rating, Formula

    Note: Only the fields above the field for which you are configuring the Range can be selected using the merge icon.
  • Validation
    Form fields can be validated by applying certain conditions such as Mandatory, No Duplicates, Allow Negative Value, etc.

    • Mandatory: To make the field mandatory for the respondents to answer, select Mandatory.

      Mandatory fields

    • No Duplicates: To accept unique responses for a field from the same respondent, select No Duplicates.

    • Allow Negative Value: To allow respondents to submit negative values for the field, select Allow Negative Value.

Note: For Name and Address fields, you can choose the field elements to be mandatory under the field Properties.
  • Visibility   
    You can choose to show/hide your form fields in the live form.

  1. To hide a field from the respondents, select Hide Field.
  2. To restrict your respondents from entering data into a field, select Disable Field.     
Note: For Name and Address fields, you can click the visibility  icon to the left of a field element under Properties to remove the element from your form.
  • Privacy
    You can mark your form fields as personal or encrypt the field to protect sensitive data from misuse.

    • Select Mark as Personal to prompt users about data sensitivity when setting up certain configurations in the form. 

    • Select Encrypt to secure the sensitive data from misuse and prompt users about data sensitivity when setting up certain configurations in the form. The responses of an encrypted field will be masked while printing and downloading reports. 
      Learn more

You can choose to assign values to the choice based fields (Dropdown, Radio, Multiple Choice, and Checkbox) and group choices in the dropdown field in your form.
  1. Input Text Case
    You have the flexibility to control the visual presentation of the entered text, aligning it with the intended formatting standards for your form.

     Text Case

    Description

    Example

    User Input

    Text Case Conversion 

     System Default (-)

    Retains the original text case in which the respondents enters the text

    Service provided was good

    Service provided was good

     Upper Case (AA)

    Forces all text entered in the field to be displayed in uppercase letters

    Service provided was good

    SERVICE PROVIDED WAS GOOD

     Lower Case (aa)

    Converts all entered texts in to lowercase letters for consistent formatting

    Service provided was good

    service provided was good

     Proper Case (Aa)

    Converts the first letter of each word into uppercase while the remaining letters are in lowercase

    Service provided was good

    Service Provided Was Good


    Fields that support Input Text Cases are Single Line, Multi Line, Name, Address, Email.
Note: Email field does not support Proper Case

Dynamic Field Labels

You can make personalized interactions for your respondents by customizing a field label. These customized labels will appear in the live form to your respondents. You can include another field's response within your field label and use rich text to customize it.

Dynamic field labels
To do this,
  1. Click Rich Text in the top-right corner of the field label under Properties.

    Rich Text
  2. In the pop-up, you can apply the basic text formatting and include other field labels dynamically by clicking the   icon. The response for a field included within the field label will automatically appear in the live form as a respondent fills the form.
  3. Click Done.

    Dynamic Field Label Configuration
  4. A Reference Label, which acts as a field identifier, will be available under Properties. You can enter a label for the field under Reference Label and refer to this to identify the field while configuring settings, integrations, and other workflows. The reference label will not appear in the live form.

  5. You can Edit or Delete the customized field label. Upon deletion, the Reference Label will become the field label.

Note :
  1. You can include a maximum of 3 fields in a customized Field Label.
  2. A customized Field Label cannot just be a response entered from another field. It must include some additional text to complete a question.
  3. Only the field labels of the fields configured above the field for which you are customizing the label will be displayed in the Field Labels list.
  4. To avoid data abuse while collecting responses, rich text field label prefilling is not supported when the values are passed using Field Alias for the following field types: NameAddressDropdownRadio, and Single Line.

Rename Uploaded Files

When respondents upload files to your form, the different file names they use can make it difficult for you to visually organize the files.

File uploaded in live form

To make the names look consistent and to help you organize the files better, you can use the File Name option to rename the uploaded files automatically when a respondent submits the form for the File Upload, Image Upload, and Signature fields.
To do this,
  1. Go to the field Properties of the File Upload / Image Upload / Signature field.
  2. Under File Name, give a name of your choice that can help you identify the files better. You can also merge form responses in the name using the merge icon. For example, if you want your recruitees to upload their resumes, you can give the File Name as shown.

    File Name
    If the respondent enters the name as Rebecca, the file uploaded will be renamed as Rebecca_Resume on form submission.

    Uploaded files renamed on form submission
Note:
  1. A maximum of 50 characters can be included in the File Name beyond which the name will be trimmed.
  2. You can merge only upto 3 fields in File Name.
  3. If multiple files are uploaded to the same File Upload field, the files will be renamed in a numeric sequence starting from 1. For example, Rebecca_Resume, Rebecca_Resume_1, and so on.
  4. You cannot rename files if you choose to upload files above 20 MB.
  5. This feature is available only in our paid plans.
  6. While editing a record, only the new files being uploaded will be renamed.

Assign Values for Dropdown, Radio, Multiple Choice, and Checkbox Fields  

When you add a choice based field to your form, you can assign values (Numeric, Text) to each choice. These assigned values can be used to perform calculations. Check out how you can use the values assigned to choices in Formulas, Email Notifications, Thank You Page, and Integrations.   
     
To assign values,
  1. Add a choice based field to your form.
  2. Under Properties, go to Advanced > Assign Values.

    Assign Values

  3. In the pop-up, select the Value type. You can choose between Numeric, Text, or a combination of both values.

    Assign value for choices


  4. Enter values for each choice and click Assign Values.
  5. You can also import values to your choices by clicking Import and add values manually for each choices. The values entered in each line will be assigned to the respective choices. Click Add Values to assign the values to the choices.

    Import assign values

Note:
  1. The Numeric values assigned to the respective choices can be used while performing calculations using the Formula field.
  2. Both the Numeric and Text values assigned to the respective choices can be used while configuring the Email Notification templates or Thank You page redirection under Form Settings and Form Rules.

Group Choices      

You can group your choices in the Dropdown field.

Courses grouped

To group choices,
  1. Add a Dropdown field to your form.
  2. Under Properties, go to Advanced > Group Choices.

    Group Choices

  3. In the pop-up, enter the names of the groups and the choices under them and click Save.
Alternatively, you can choose to add your choices under a group in bulk.
To do so,  
  1. Click the   icon in Group Name.

    Alternate way to add choices under a group

  2. In the popup, enter each choice in a new line, or use a comma separator between the choices.

  3. Select Replace existing Choices if you wish to replace the already existing choices and click Done.

  4. To add more groups, click the   icon and repeat the above steps to add choices under each group.

  5. Click Save.

Check out an example of grouping choices for better understanding.

Note:
  1. There must be at least one choice under a group, and each Group Name must be unique.
  2. You can also configure rules to work with group choices. Learn more

Copy choices in a group

If you have a long list of choices and require the list of choices to be used elsewhere, such as to create a similar group, you can copy the choices in a group.

To do this,
  1. In the Properties of the field, go to Advanced Group Choices.
  2. In the Group Choices pop-up, hover over the group name and click theicon.



  3. In the pop-up click Copy choices  and all the choices will be copied to the clipboard. You can paste them at required places.


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