How to add fields in an existing web form?

How to add fields in an existing web form?

In the form builder, you can drag & drop the fields you need and change the font style and size, background color, alignment of the fields, etc.

To add fields in an existing web form

  1. Click Setup > Website Integration > Web Forms.
  2. In the Web Forms page, choose the Module from the drop-down list.
    The existing web forms for the selected module will be listed.
  3. Click on the web form that you want to edit.
  4. Drag and drop the fields in the form builder.
  5. Click Next Step.
  6. Verify the other form details and click Save.
Note:
  • The fields displayed here are those available in the particular module's
    (Leads/Clients/Cases/Custom Module) Field list.
  • To add a custom field in the web form, the field should be first added in the respective module.

    • Related Articles

    • Can I use any type of fields in the web form?

      In web forms, you can use the following type of fields: Text, Integer, Percentage, Decimal, Currency, Data, DateTime, Email, Phone, Pick List, URL, Text Area, Checkbox, Multiselect Pick List. Please note that Lookup, Auto Number and Formula fields ...

    • Can I use any type of fields in the web form?

      In web forms, you can use the following type of fields: Text, Integer, Percentage, Decimal, Currency, Data, DateTime, Email, Phone, Pick List, URL, Text Area, Check box, Multiselect Pick List. Please note that Lookup, Auto Number and Formula fields ...

    • Add New Fields

      To add a new field From the New Fields Tray on the left, drag and drop the fields you require in the section. Note There is a limit to the total number of fields that you can create in your account and also a limit to the type of fields that you ...

    • How can I activate or deactivate my web form?

      You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...

    • How can I activate or deactivate my web form?

      You can activate or deactivate the web form by following the steps given below: Click Setup > Website Integration > Web Forms In the Web Forms page, move the mouse pointer over the desired form and click the Settings icon. Click ...