Choose a request field type
Pick the right Request field for each answer, file, choice, date, or signature.
The Request builder has 14 items. Thirteen collect an answer. Section groups related questions but does not collect an answer.
Start with the answer you need
Use a text field for words, Number for a numeric value, a choice field when the client should pick from options, Date Picker for one date, File Upload for documents or media, and Signature for a drawn signature. Use Section to make a longer Request easier to scan.
Before you start
- Create or open a draft, scheduled, or published Request.
- Open its builder at Requests → Edit Request.
- A completed Request must be reopened before you can edit it.
What field types can I add?
| Field | Use it for |
|---|---|
| Short Text | A name, code, or other one-line answer. It can accept more than one answer. Eligible workspaces can also encrypt the saved answer. |
| Long Text | A paragraph or detailed note. |
| Number | A numeric value, such as a budget or quantity. |
| An email address. It can accept more than one answer. | |
| Phone | A phone number. It can accept more than one answer. |
| Website | A web address. It can accept more than one answer. |
| Dropdown | One choice from a compact list, such as a region. |
| Checkbox | One or more choices from a list. |
| Radio Group | One visible choice from a short list. |
| Date Picker | One date. |
| File Upload | One or several files. Uploaded files also appear in Files under a Request folder. |
| Signature | A signature drawn in the form. This is not identity proof or a legal signing certificate. |
| Color | A color value. |
| Section | A heading that starts a group of fields. It is not a question and does not count toward progress. |
Set up the field
Select a field in the builder to open its settings.
- Response fields can have a title and description.
- Most text fields can have placeholder text.
- Response fields can be marked Required.
- Short Text, Email, Phone, and Website can accept more than one answer when Accept Multiple Answers is on.
- File Upload accepts one or more files in the same answer.
- Dropdown, Checkbox, and Radio Group have an editable choices list.
- Short Text can use Encrypt Answer when the workspace has access.
Text limits are 1,000 characters for Short Text, Email, and Website, and 5,000 characters for Long Text.
Can a client upload a file?
Yes. Add File Upload. A client can add one file or several files to the same answer.
The answer is saved in the Request. Sydnee also creates file records in Request Files → Request title → Field title. Team members can download all submitted Request files as a ZIP when at least one file has been uploaded.
Fix a common problem
A field is missing from Preview: check whether a condition or hidden Section controls it.
Next is unavailable: add at least one field to the form.
If a client cannot finish, check for a shown required field with no answer.