FORMS 1.0 - Add a Multi-Select Field to Your Form

Document created by 0990c59b444c76027d96735c1a399d72e146ac44 on Dec 30, 2014Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Sep 27, 2017
Version 3Show Document
  • View in full screen mode

You may want to allow the user to select multiple values for a single field when filling out a form.

 

 

Here is how:

1. Find the form you want to add the multi-select field to, select it and click Edit Form.

 

rtaImage.png

 

2. Under Template Form Fields, find the field and drag it into the canvas.

 

rtaImage (1).png

 

3. Select the field you just dragged in.

 

rtaImage (2).png

 

4. Under Form Properties, change the Input Type to select and click into the canvas to apply changes.

 

rtaImage (3).png

 

5. Select the field again.

 

rtaImage (4).png

 

 

6. Add the list of options in the following format to Value List:

Lead Management, Sales Insight, Revenue Explorer, Financial Management

 

rtaImage (5).png

 

 

7. Check Allow Multiple Sections.

 

 

rtaImage (6).png

 

8. Click in the canvas to apply changes.

 

rtaImage (7).png

There you go! Now approve the page this form is on and leads can hold CTRL/Command and click to select multiple values before submitting.

Attachments

    Outcomes