Form editor and fields

Learn about form editor and its various fields and features in detail for seamless data collection.

Updated over a week ago

In this tutorial, we'll walk you through every field and feature available in the form editor, empowering you to maximize the functionality of your forms.

1- Title, logo, and description

When you add the title and logo, in the preview of your form, it appears at the top of your form on the left side.

Furthermore, in the description box, add any information about your form or your company for the users.

🗄️ Old dashboard:

The title of forms on custom domains adopts the form title. So your form title and favicon change when you set up a custom domain on it. You can customize the form’s favicon by setting the logo and using custom CSS.

Add the following Custom CSS on the “Design” tab of your form:

.formaloo__form-logo{display: none;}
favicon

If you want to bring your title or your logo to the center and add a description to your form, you can do it easily!

Also, in the description box with edit tools, you can remove your logo and insert it inside it. Add a description, change the font, color, and size, and that’s it!

🗄️ Old dashboard:

how to make a form

To hide the main title from the top of your form, go to the “Design” tab, and from the left menu, disable “Show Form Title“.

2- Text and Long text field

For the text field, you can limit the maximum number of characters from the left menu.

Using the long text field helps to gather longer text data from users.

🗄️ Old dashboard:

ho to make an online form

3- Different types of question fields

With Formaloo, you can use a variety of questions to make your form:

Single-choice field

Add your question to the title or the description. You can also add an image to the advanced description. For the answers, add the options from the left menu. Here also you can add images to the options. If you enable the “Add other option to field” from the right menu, the “Other” option will be added to the answers, so users can write their answers.

🗄️ Old dashboard:

create a form from scratch

Multi-choice field

Here again, you can add the title, description, and images to the question and answers, and also you can set “Min. Selectable Options” and “Max. Selectable Options” for this field from the right-side menu.

Enable 'Add other option to field' and let the users write their answer at the last option of your question.

🗄️ Old dashboard:

Dropdown field

In this field, you can add the options manually, or use the “Bulk Insert” option to insert a list of options there.

Yes / No field

Ready options for answer with yes or no, Just type your question. But, if you want to translate the options or change them, create a single-choice field

📝 Additional insights:

Like/Dislike field

Easy and interactive field to collect quick feedback.

Matrix field

Use the matrix field to make multiple questions with rows of answers.

🗄️ Old dashboard:

In the old dashboard, to delete the title inside the matrix, go to the “Design” tab, and from the left menu, select “Customize more content”, and then choose “Fields related”.

Now write your custom text or delete it, and put a space inside the box.

customized matrix

Table field

Use this field to have a table of questions with different types of answers such as “Number“, “Text” or “Boolean“.

Score 0-10 field

The score field is typically used for surveys, quizzes, or assessments. It can also be used for NPS (Net Promoter Score) surveys.

In NPS surveys, respondents are asked to rate how likely they are to recommend a product or service to others, typically on a scale of 0-10. The responses are then used to calculate a single NPS score, which is used to measure customer satisfaction and loyalty.

The “Score” field in Formaloo can easily be customized to include a 0-10 rating scale and calculate the NPS score for each respondent.

CSAT field

You have options to change the look of the CSAT field. This field is perfect for making surveys and collecting feedback from users.

This rating field is great for creating custom satisfaction surveys.

🗄️ Old dashboard:

CSAT

4- Most common fields for every form

Typically, those who create various types of forms, whether it be a survey form, a quiz, or a contact form, often use common fields to collect data such as name, email, phone, address, and so on.

With Formaloo, building an online form that includes these common fields is quick and easy. Here are some of these fields:

  • Email field: This field accepts email format to collect email addresses from the users.

  • Phone field: You can set the phone type for mobile phone, landline phone, or both.

  • Number field: To collect numbers, use this field. Set the max and min value and also you can set the max number of decimal places from the left menu.

  • Date field: From the left menu, change the format of the date, set a default date, or change the selectable range to fixed or dynamic.

  • Website field: Use this field to collect website links.

  • Time field: To add the time of submission day or ask for a time to select.

  • City field: for choosing the city and country from the users.

5- File upload field

The “upload file” field is a powerful feature in Formaloo that allows form builders to collect files from the users. This field can be used for resumes and job applications, product submissions, course assignments, insurance claims, event registration, etc.

The files you collect using this field, take up the storage space of your workspace. The max size of the uploaded file is up to 2MB and you can restrict it to image, document, or accept both.

6- Page break field

In single-step forms, you can use page breaks to separate questions and sections in your form. So you can add pagination to your single-page forms using the page break field. For example, bring all the information questions on one page, then all the exam questions, and the CSAT field and score field on one page.

7- Video field

With the “video” field in Formaloo, you can add videos to your form to provide additional context or instructions to users as they fill out the form. This field supports YouTube and Vimeo video links.

It can be a helpful feature for providing visual aids or demonstrating a specific process, such as a product tutorial or a how-to guide.

8- Product field

The “Product” field is a powerful feature in Formaloo that allows you to add products to your online order forms or any form for selling products. With this field, you can specify each product’s name, description, quantity, price, and image.

The field also automatically calculates the total price for all selected products, making the payment process smoother. Customers can make purchases easily and securely by connecting the form to a payment gateway. This feature is especially useful for e-commerce businesses that want to sell products or services directly from their website or through online forms.

⭐ Pro tip:

How to connect your payment method to your formaloo

You can create multiple payment methods in Formaloo. Right now we support Stripe, Square, RazorPay, and PayPal payment gateways.

You can set up a fixed amount as your form’s payment. Also, you can calculate the total payable amount based on your user choices on your formaloos.

To change the currency of your products, in your form editor go to the “Calculator” tab. There you can choose the currency of your order form.

9- Signature field

This can be useful for collecting signatures on contracts, agreements, or any other document that requires a signature. Users can sign the form directly on their device using their mouse or touchpad, or by using their finger on a touch screen.

The digital signature is then captured as an image and stored securely in the form’s data. This feature eliminates the need for paper documents and simplifies the signature collection process, making it faster and more convenient for both form creators and users.

10- Email verification field

This feature helps verify the email addresses of your users during the form submission process.

If you make this field “Required”, you can restrict form submission to verifying the email address before submitting.

This feature is especially useful for businesses that rely on email for communication or marketing, as it helps to ensure that the email addresses collected are accurate and valid.

11- Embed field

Embed external content into your forms, such as YouTube videos, audio files, social media feeds, or other third-party widgets.

By adding external content to your forms, you can provide additional information or context for the users, or even create interactive experiences that keep users engaged.

12- Custom validation field

Use the “Custom Validation” field in your form editor to restrict your audience from entering information in a specific format.

This field allows you to set your own validation rules for specific form fields. This can be useful for ensuring that the data entered by respondents is in the correct format or meets certain criteria.

For example, if you ask for a phone number, a custom validation rule can be set to ensure that the number is in a specific format (such as ###-###-####).

Similarly, if you ask for a password, a custom validation rule can be set to ensure that the password meets certain complexity requirements (such as a minimum length or the inclusion of both letters and numbers).

13- Logical-based success pages

You can use the Logic page to direct users to the right success page based on their answers.

Use Advanced Logic to define what success page should be shown after submission on the logic page. Learn more about how to show multiple success pages on forms.

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