Adding & Configuring Web Form Fields

Building the form from your module's fields#

A web form is built from the fields of its target module. Rather than inventing new fields, you pick which of the module's existing fields to show — so everything a visitor submits maps straight onto the record with no extra mapping.

Adding fields#

The left panel, Available Fields, lists every field on the target module that can go on a public form. To add one:

• Drag it onto the form canvas, or

• Click the + button next to it.

Use the search box to find a field quickly. A counter shows how many fields you have added (for example "3 of 12 fields selected"). Reorder fields on the canvas by dragging them into the sequence you want.

Configuring a field#

Select a field on the canvas to open its configuration panel. For each field you can set:

• Label — the field name shown to visitors (rename "Phone" to "Mobile Number" if you like).

• Placeholder — hint text inside the field, e.g. "+91 98765 43210".

• Help text — a short line beneath the field explaining what to enter.

• Required — force visitors to fill it in before they can submit.

Hidden fields with a default value#

A field can be marked hidden and given a default value. The visitor never sees it, but every submission is stamped with that value. This is the clean way to tag the lead's source: add a hidden "Lead Source" field with a default of "Website", and every lead from this form is automatically labelled — perfect for filtering and for triggering workflows.