Quick Answer
How do Quick Add and custom fields work?
Open the Forms or Surveys Builder, drag a supported field type into the asset, configure its field name and unique key, then save it for reuse. Saved custom fields can later be managed from the Custom Fields section.
Building Forms That Capture the Right Data From the Start
The quality of your form or survey results depends on how the fields are structured.
Using the right field types, clear naming, and conditional logic helps you collect more accurate and useful data.
Without proper field setup, responses can become inconsistent or harder to use in automation and follow-up.
This guide explains how to add and manage custom fields, apply conditional logic, and use Math Calculations inside Forms and Surveys.
Custom Fields at a Glance
Before You Begin
Decide what information the form or survey needs to collect before creating custom fields.
- Choose field names that clearly describe the information being collected.
- Plan any conditional logic or calculations that will use those fields.
- Preview the completed setup before publishing.
Quick Add Custom Fields
Quick Add lets you drag and drop common field types directly into a form or survey. Once saved, those custom fields can be reused across different assets.
Step 1: Open the Builder
Go to Sites → Forms or Surveys, then open the Builder.
Step 2: Add a Field Type
Drag and drop a field type such as Radio Select, Single Line, Multi-Line, or Checkbox.
Step 3: Configure the Field
Configure the field options, set a clear field name, and assign a unique key.
Step 4: Save the Field
Click Save to make the custom field available for reuse.
Use descriptive field names
A name such as Project Budget Range is easier to identify later than a generic name such as Budget.
Conditional Logic With Address Fields
Address fields such as street, city, state, country, and postal code can be used inside conditional logic.
Redirects
Send respondents to different pages based on location.
Field Visibility
Show or hide fields based on entered address values.
Custom Messaging
Display different messages based on a respondent's region or country.
Build conditions in steps
Keep conditions simple at first, then add layers as you test. Complex logic is easier to debug when it is built gradually.
Edit Custom Fields After Saving
You can edit, reorder, and delete custom fields from the Custom Fields section.
After a field is saved, its name and unique key become locked inside the builder and can only be changed from the Custom Fields area.
- Update labels, placeholder text, and options.
- Reorder fields for a cleaner flow.
- Remove fields you no longer use, taking care when they are used in automations.
Check connected rules after editing
If a field is used in conditional logic, calculations, or workflows, update those rules after making changes.
Math Calculations in Forms & Surveys
Math Calculations let you build simple scoring tools and calculators for uses such as quizzes, estimates, and lead qualification.
Step 1: Add a Score Field
Add a Score field to the form or survey.
Step 2: Define the Calculation Logic
Build the calculation using supported field types.
Step 3: Preview the Results
Preview the form or survey and watch the calculation results update in real time.
Common supported field types
Examples include Numeric, Monetary, Radio Select, Checkbox, Single Dropdown, and Multi Dropdown.
Keep scoring easy to interpret
Use a consistent scoring scale, such as 0–100, so results are easier to understand and segment.
Pro Tips
Name Things Clearly
Descriptive field names help prevent confusion later.
Preview Every Time
Check field behavior, conditional logic, and calculations before publishing.
Mix Field Types
Combine dropdowns, radio buttons, and text inputs to capture cleaner data.
Frequently Asked Questions
Can I edit a custom field after saving the form or survey?
Yes. You can edit custom fields, but once saved, the field name and unique key are locked and can only be edited from the Custom Fields section.
What types of custom fields can I add?
You can add field types such as Radio Select, Single Line, Multi-Line, Checkbox, Dropdowns, File Upload, and more.
How does the Math Calculation feature work?
Math Calculations let you build simple calculators using supported field types. Add a Score field, define calculation logic, and preview results in real time.
Can I preview the form or survey before finalizing?
Yes. Previewing is recommended to confirm your fields, logic, and calculations are working correctly before publishing.
Continue Learning
Continue with related Forms guides for building forms and surveys, reviewing submissions, and adding more advanced form elements.
