Adding/Removing Fields in Forms

1. Open the form you want to edit - see Access a Form for Configuration

   Selected Fields shows the fields that are currently in the form, in the order in which they display.

   Available Fields shows the fields that can still be added to the form.

   Each field shows its origin - either Standard (Unifyr One standard fields) or Custom (based on your custom data fields. You can see the information by hovering over the field or clicking on it to edit it.

   

2. There are two options for adding a field to a form:

   • Click the Add icon to move the field from Available Fields to Selected Fields. The field is added to the bottom of the list - you can drag it to the required location.

     

   • Drag and drop the required field from Available Fields directly to the required position in Selected Fields.

   A custom field that has a dependency on another field displays a link icon:

   

   Adding one of these custom fields will add its dependent field(s) too. The dependent field (e.g. Products Offered) can’t be added without its controlling field (e.g. Product Area). For more information about linked fields, see Add a Relationship between Custom Fields.

3. To remove a field, select it in Selected Fields and click the X.

   

   Note: If the field shows a padlock icon, rather than an X, you can't remove it. This field is required by Unifyr One at a system level.

4. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.