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 questions but does not collect an answer.
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 short name, code, or one-line answer. It can accept more than one answer and can encrypt answers on eligible plans. |
| Long Text | A paragraph or detailed note. |
| Number | A number. |
| 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. |
| Checkbox | One or more choices from a list. |
| Radio Group | One visible choice from a list. |
| Date Picker | One date. |
| File Upload | One file or several files. Uploaded files also appear in the Files module 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. |
Which settings can I change?
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
If a field does not appear in Preview, check whether a condition or hidden Section controls it. If Next is off, add at least one field to the form.
If a client cannot finish, check for a shown required field with no answer.