Each field on your form canvas has configurable properties that control its behaviour, appearance, and validation. This article explains what each setting is for, 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
The Details sub-tab controls what the user sees and whether they can skip the field:
Type: the field type. Can be changed to convert the field to a different type. Choose the type that matches the data — it drives validation and how values are reported on later.
Label: the field label (title) displayed on the form. Reflects the field type by default and can be customised. Write labels as the question the user needs to answer (e.g. "What time did the incident occur?") rather than a database name (e.g. "IncidentTime").
Description: optional helper text for the field. This will display as a description under the label. Use it to remove ambiguity — it is cheaper than correcting submissions later.
Required toggle: (default: off). When enabled, the field must be completed before the form can be submitted. Use this for information the record genuinely cannot exist without — every required field adds friction, so reserve them for what matters.
Hidden toggle: (default: off). When enabled, the field is not visible on the form. This is for use in business rules — e.g. a field that only becomes visible when a condition is met, or a technical field used by rules but not meant for users.
Convert to Shared Field: converts the field into a shared field so it can be reused across forms in your company. Confirm the conversion - the field then appears in Manage Shared Fields. Only shared fields can be displayed on the Workflow Summary.
Display on Workflow Summary toggle: (default: off). Positioned directly under the Hidden toggle. When enabled, the field's value appears as its own column on the Workflow Summary, headed by the field's label. The switch is always visible but is only enabled when the field is both shared and required - hover over it when it is disabled to see what is missing. See Display a Dynamic Form Field on the Workflow Summary for the full behaviour.
Properties
The Properties sub-tab controls layout and positioning:
Field ID: This field is not editable but can be copied. Useful when referencing the field in support requests or integrations.
Name: This field is not editable but can be copied.
Label Position: compulsory to select, the options are Top (default), Left, Right, Hidden. Top works best for long forms and mobile widths; Left/Right make compact forms shorter; Hidden is for fields where the surrounding context makes the label redundant.
Width Percentage: sets the field width as a percentage of the canvas (default: 100%, valid range: 15–100%). Reduce the width to place short related fields side by side (e.g. First Name / Last Name).
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)
This is not the same as business rules. 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 — value limits for numbers and currency, allowed date ranges, and pattern matching for text. They stop invalid input at the point of entry, so the data stored is trustworthy. See Dynamic Forms: Individual Form Field Rules for details.
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. Best for one-off choices used on this form only.
External Dataset: pull options from an external API dataset. Best when the choices must come from a live system.
Predefined List: use a saved list of options.
Shared Option List: use a reusable option list shared across multiple forms. Best for standard values (departments, locations, priorities) that must stay consistent everywhere.
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 Dynamic Forms: 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 Dynamic Forms: Create a Repeater Field for details.
Important: Changes to field properties are not saved automatically. Always select the Save button after making changes.
Further Information
For displaying a field on the Workflow Summary, see Display a Dynamic Form Field on the Workflow Summary. For how the summary columns behave, see View Form Field Values on the Workflow Summary. For field-level validation rules, see Dynamic Forms: Individual Form Field Rules. For conditional behaviour, see Adding Business Rules to Dynamic Forms. For layout and arrangement, see Building a Dynamic Form.