How to Quickly Add and Edit Custom Fields in Forms and Surveys

Modified on: Mon, 21 Jul, 2025 at 8:31 AM

TABLE OF CONTENTS

What’s New?
How It Works
Why This Feature?
Removing Outdated or Irrelevant Custom Fields
Related Articles

We are excited to announce the Quick Add Fields & Edit Custom Fields feature in our form/survey builder. This enhancement simplifies the process of adding and managing custom fields, making it more efficient and user-friendly.

Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element. This happens across: Forms, Surveys and Quizzes. This behavior is hardcoded and tied to how we currently identify scoring elements in its implementations.

TABLE OF CONTENTS

What’s New?
How It Works
Why This Feature?

What’s New?

Quick Add Custom Fields:

Previously, adding custom fields required multiple steps through the Add Custom Field modal. Now, with Quick Add, you can easily create custom fields by dragging and dropping them into the form.

Custom Fields which we can be draggable now:

Radio Select
Single and Multi Dropdown
Checkbox
File upload
Single Line
Multi line
Textbox List
Date picker
Number
Monetary

Customization Options:

Customize options for dropdowns, radio buttons, and checkboxes, including file input options for file upload fields. You can set the custom field name and unique key.

Simplified Workflow:

Saving the form/survey will save the custom fields, making them available across all places.

Editing Capabilities:

You can edit properties of newly created or existing custom fields, such as customizing options (editing, ordering, and deleting), and file input options.

To edit a custom field added to a form or survey:

Click on the custom field within the form or survey builder.
A navigation bar will appear on the right side.
Use the options in the General Settings and Advanced Settings dropdowns to make the required changes.

Field Locking:

After saving the form/survey, the custom field name and unique key are locked. They can be edited from the custom fields section.

How It Works

Drag and Drop:

Drag and drop the desired field into the form.

Customize:

Customize the options for dropdowns, radio buttons, and checkboxes, or file input options for file upload fields. Set the custom field name and unique key if needed.

Save:

Save the form/survey to save the custom fields, making them available across all places.

Edit:

Edit newly created or existing custom field properties from the custom fields section and save the form/survey.

Why This Feature?

The Quick Add Custom Fields feature is designed to save time and reduce the complexity of managing custom fields. By allowing users to add fields on-the-fly, we aim to enhance the overall user experience and improve workflow efficiency.

Removing Outdated or Irrelevant Custom Fields

If you’re seeing outdated custom fields in your form builder—even after deleting them from the form—they may still exist in your CRM’s custom fields list.

To fully remove them:

Navigate to Settings > Custom Fields.
Locate the outdated field in the list.
Click the Trash icon to permanently delete it.

Warning: Deleting a custom field from this section removes it from all forms, surveys, and contacts where it was used.

When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element. This happens across:

Forms
Surveys
Quizzes

This behavior is hardcoded and tied to how we currently identify scoring elements in its implementations.

How to Use Custom Fields