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.
Choice Fields
Use these when you want to standardize input and minimize data errors by offering fixed options.
Time Fields
Use this field to collect schedule-sensitive data such as start dates, interview times, or access activation times.
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.
Display Text
Use this to guide users or provide context without expecting input. Ideal for instructions, disclaimers, or section introductions.
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.
