Pie Forms has nine standard fields in the form builder, which are available to all its users. These fields allow you to create all types of forms with zero-hassle.
Before we get started, you will first need to Create a Form or edit an existing one.
Go to your Pie Forms Admin Dashboard. Go to All Forms and click on the Edit button for the form you want to edit.
From the form editor, you can add fields to your form displayed in the Form Fields > Add Field Tab using a simple drag and drop.
The Standard Fields include:
- Single Line Text
- Text Area
- Select Dropdown
- Radio Buttons
Each of the above fields has some basic and advanced options, which are common in all. To edit a field, click on the Settings button displayed when you hover over the field in the form edit area, as shown below.
You can also duplicate or delete the field as per your need.
The label is the displayed name on the field. You can change and edit it according to the form requirement. For example, the name field can be customized as a Patient Name or a Company Name as per the need.
Every field has its unique meta key, which is pre-filled. It determines how the field data will be stored in your website’s database, retrieving the saved value from the database, and displaying it. The only thing to make sure is that every field’s meta key is different and unique as the same key for multiple fields will make it difficult for the user to update the information correctly.
Users can have a better understanding of the form requirements if an extra line of description is provided. This text is visible below the input field on the form.
To make a field mandatory, you need to enable the required field checkbox from the Basic Options. A validation message is displayed to the user if he skips the needed field.
Each standard field has different Advanced options. You can edit and customize the settings for each field as per your requirements.
We will discuss each field separately to describe their setting options.
The name field allows you to retrieve your user’s name for further collaboration. You can customize the field from the Field Options. From the Basic options, you can change the Label, Meta key, Description, and Required check box as discussed above.
You can further change the Placeholder text, Hide the label, add CSS classes, and add Advance Validation from the Advanced options.
- Placeholder Text
Placeholder text guides the user by showing them an example format. Even though this text appears inside a field, the field is considered empty until the user enters their text.
- Hide Label
An easy way to make your forms compact is to hide labels. You can add placeholders instead, as shown:
For this, you have to enable the checkbox of hiding labels below the placeholder text in the advance field options.
- CSS Classes
Add any custom CSS class you have defined if you wish to apply it to this field and override the default style.
- Advance Validation
This option is only available in the NAME field option. This option allows you to select only alphabets or Custom Regex for validation.
The custom regex is a method in programming for pattern matching and a type of data validation. The user will be identified with a validation message if he enters any wrong value.
- Placeholder Text
This field allows your user to select a date on your form. On clicking the date field, a calendar will pop up to let you choose your desired date.
This field has all the Basic options discussed above along with the Advanced Options of Placeholder Text, Hide the label, and add CSS classes.
Single Line Text
This field is for the users to enter any one-line text information. The Basic and Advanced options for this field are the same as discussed above from the form field options.
This field is to get descriptive and lengthy responses from the users. By default, there is no validation (any number of characters and words can be used) but, you can limit the size according to your requirements from the Advanced options. Go to field options in the form fields and enable the limit length checkbox. From there, you can limit the length of characters and word count as per the need.
The above validation will notify the user when he is out of the range of characters.
This field contains a list of multiple items for the user to choose from. You can add more to your list if required and can even select an option from the back-end to be displayed as the default selection.
Besides the Basic and Advance options similar in all, you can also enable the Add Search Filter from the Advanced Options for this field. This will add a search box to the dropdown for a quick search.
The Radio button allows your user to select a single choice from the set of multiple choices. Apart from the Basic options, Radio Buttons in Pie Forms has one more additional option: ‘Choices.’ Add multiple choices to the list according to the requirements. You can also choose to display a default choice on the form.
The Checkbox field allows your user to select multiple options from the given choices. You can add as many checkboxes as per the the field options’ requirement under the Basic Options in the form editor. Like Radio buttons and Select dropdown, the default choice can be self-selected from the back-end.
This field allows the user to enter only a valid email address. It will, by default, show a validation message if the user types in the wrong format. You can also define the default value to be displayed on the field from the Advance options.
The difference between the Placeholder Text and the Default Value is that Placeholder is just a dummy text. In contrast, the Default value will be considered input if the user chooses to leave the field empty.
The Phone field allows the user to enter numeric values as their contact number. A validation message will be shown if the user enters any other value except the numbers in this field.
It has the same Basic and Advanced Options as the other standard fields.