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Field Library

Pro.svgALL PLANS

Overview

The Field Library contains custom fields you've created using the Field Widget. A dashboard displays updates on how many of each custom field type you can create, with maximum limits noted. Custom Fields are text, boolean, list (multiple choice), date, and number fields. You can edit any of the custom fields' settings here. Additionally, if you no longer need a specific field, you can permanently archive it. 

Getting There

From the Home Screen:

  1. Click Manage in the main menu.
  2. Select Field Library from the dropdown.

If Favorited, simply click Field Library in the top bar of the Home screen.

Note: Favoriting adds a direct link to the Field Library on your Home screen. To favorite, click the heart icon next to the "Field Library" title. Favorites are stored in your browser, so you’ll need to re-establish them when using a different browser or computer.

Active Field Limits

At the top of the Field Library, you will find the number of active (non-archived) fields for each field type. As a best practice, reuse fields when creating forms to prevent reaching limits. If you run out of a specific field type, archive unused fields. 

Field Information

Fields are displayed on the right-hand side, with each info pane including:

  • Field Name
  • Date/Time Created
  • Field Type
  • Internal Field Name

Click the icon on the right to open the Field Editor for making changes to a selected field.

Field Editor

The Field Editor is divided into three tabs: Details, Default Settings, and Campaigns.

Details Tab

Here, you can:

  • Edit the Field Name.
  • Add a Description.
  • Specify a Custom Label for Exporting and Webhooks.
  • View the Field Type and Internal Field Name.
  • Archive the field.

Note: Archiving a field is permanent and cannot be undone. If a field is actively being used in a campaign, this will harm form function. 

Default Settings Tab

This tab displays the default settings applied when the field is used in a new Field Widget. Options depend on the field type but may include:

  • Layout
  • Text
  • Validation
  • Content
  • Error Messages
  • Instructions
  • Extra CSS Classes

These default settings can be overridden on a per-campaign basis when configuring the Field Widget in your campaign.

Campaigns Tab

Lists all campaigns currently using the selected field. Clicking a campaign name opens it in the Campaign Builder.

Search

Use the Search field (top-left) to locate fields using a keyword or phrase.

Tag

Available on the Pro Plan.

Search for fields by tags attached to them. Results display automatically on the right.

Filters

Filters are available on the left-hand side to help narrow results. Options include:

  • Field Type: Text, Boolean, List, Date, or Number.
  • Archived Status

Sorting

To sort fields, click the button near the field count at the top of the page. Options include:

  • Newest
  • Oldest
  • Name (A–Z)
  • Name (Z–A)

Working with Fields

When you select a field, additional options appear in a bar at the top of the screen.

Tag

Available on Pro Plan.

To add tags to selected fields:

  1. Click the Tag button.
  2. Type tags (comma-separated).
  3. Press Enter/Return after each tag and click the blue Save button.

Archive

Archiving a field is permanent. Archived fields can still be viewed, but cannot be reused in future lists. If a field is actively being used in a campaign and is archived, the form function will be affected. 

To archive a field:

  1. Click the Archive button.
  2. Type the confirmation prompt.
  3. Click the red Archive button to complete the action.

 

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