Each field on your form canvas has configurable properties that control its behaviour, appearance, and validation. This article explains the details, properties, rules, and the options available for each field type.
When you create a new form field or select an existing one, the right-hand side diagram content menu (DCM) opens. It contains these tabs: Details | Properties | Rules (rules does not appear on all the form fields) | Options (only radio buttons and dropdown fields) | Repeater Fields (only repeater form field).
Details
Type: the field type. Can be changed to convert the field to a different type.
Label: the field label (title) displayed on the form. Reflects the field type by default and can be customised.
Description: optional helper text for the field. This will display as a description under the label.
Required toggle: (default: off). When enabled, the field must be completed before the form can be submitted.
Hidden toggle: (default: off). When enabled, the field is not visible on the form. This is for use in business rules.
Properties
The Properties sub-tab controls layout and positioning:
Field ID: This field is not editable but can be copied.
Name: This field is not editable but can be copied.
Label Position: compulsory to select, the options are Top (default), Left, Right, Hidden
Width Percentage: sets the field width as a percentage of the canvas (default: 100%, valid range: 15–100%)
Layout Row: the row number on the canvas (e.g., r1, r2). Can be changed to move the field to a different row.
Rules (Only Available on Certain Fields)
When you add/select certain fields, an additional Rules tab appears at the top next to Properties. These rules are specific to the field type. Read more here.
Options (Dropdown and Radio Button Form Fields Only)
When you add/select a Dropdown or Radio Buttons field, an additional Options tab appears in the right-hand side diagram content menu:
Source: this is a compulsory field. Select where the options come from. Dropdown with options:
Custom List: define your own options directly on the field.
External Dataset: pull options from an external API dataset.
Predefined List: use a saved list of options.
Shared Option List: use a reusable option list shared across multiple forms.
Options List: table with columns listing the options.
Save as a Shared Option List: save the current options for reuse in other fields.
Green button to save changes.
Important: Using a Shared Option List links the field to that list. Changes to the shared list affect all forms using it. See Managing Shared Option Lists for details.
Repeater Fields (Repeater Form Field Only)
When you add/select a Repeater field, an additional Repeater Fields tab appears in the right-hand side diagram content menu. See this article for details.
Important: Changes to field properties are not saved automatically. Always select the Save button after making changes.