IN THIS ARTICLE


Add Fields

To add field to the form, simply drag and drop the required field into the form, then configure its properties by adding a field label and specifying whether it is mandatory.

Edit Fields


You can modify these fields or add new ones as needed. To archive, clone, or delete an existing field, hover over the field and select the appropriate option.

Edit Field Properties


To view a field’s properties, click the field to open the side panel, where you can edit the field label, choose whether it's mandatory, view the configured data source, and more. Note that the properties vary depending on the field type.


Form Field Options

When designing a form—whether the Initiator form or a form created as a part of activity configuration—you can use various field types to capture stakeholder inputs and journey-specific information. Each field type serves a distinct purpose and supports different input formats.

The following field types are supported:

  • Section – Organize related fields into logical groups.

  • Choice – Allow users to select from predefined options using checkboxes, radio buttons, dropdowns, or multi-select fields.

  • Time – Capture date and time information using a date-time picker.

  • Contact Info – Collect stakeholder email addresses using an email input field.

  • Display Text – Add static instructional text to guide users within the form.

  • File Upload – Enable users to upload supporting documents or attachments.

Section

Use the Section field to organize the form into logical groups. This improves readability and makes data entry easier. For example, create a section to include all fields related to the reporting manager together. This enhances clarity for initiators when filling out the form.



Text Fields

Use text fields when you need to collect direct user input without restricting the response to predefined options.

Field Type

Description

Example Use Case

Single Line Text

Accepts short, single-line input.

Enter employee name: John Doe

Paragraph

Accepts longer, multi-line text.

Describe the purpose of the journey.

Number

Accepts whole numbers only.

Enter employee ID: 12345

Decimal

Accepts decimal values.

Specify budget allocation: 1500.75

URL

Accepts valid website URLs.

Link to onboarding documents: https://example.com


Choice Fields

Use these when you want to standardize input and minimize data errors by offering fixed options.

Field Type

Description

Example Use Case

Checkbox

Allows selection if the option is required

Select the checkbox to mark a field as mandatory.

Radio Button

Allows only one selection from the list

Choose employment type: Full-time, Contractor

Dropdown

Shows a list of options in a drop-down format

Select department: HR, IT, Finance

Multi Select

Allows selecting multiple values from a dropdown

Choose tools to be provisioned: Slack, Jira, Zoom

Dependent Fields

Dynamically changes the next field options based on prior selection

If Department = IT, show Tool Options = GitHub, Azure


Time Fields

Use this field to collect schedule-sensitive data such as start dates, interview times, or access activation times.

Field Type

Description

Example Use Case

Date Time Picker

Captures both date and time input

Select start date: 10 May 2025, 09:00 AM


Contact Info

Use this when collecting contact information for stakeholders such as new hires, managers, or journey initiators. 


Note: This is a required format for stakeholder identification.


Field Type

Description

Example Use Case

Email Input

Captures a valid email address

Enter Reporting Manager Email: rm@example.com



Display Text

Use this to guide users or provide context without expecting input. Ideal for instructions, disclaimers, or section introductions.

Field Type

Description

Example Use Case

Content

Displays non-editable information or instructions

“Please complete the below section carefully.”


File Upload (Attachment)

Use the File upload (Attachment) field to collect documents, text files, or images as part of the journey request.  In the properties panel, you can configure the number of attachments allowed, specify accepted file formats such as PDF, TXT, JPG, and PNG, and set whether the field is mandatory.

Field Type

Description

Example Use Case

Attachments

Allows users to upload files

Upload a signed offer letter or ID proof document.