Documentation Index

Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt

Use this file to discover all available pages before exploring further.

Mapping Form Fields to Custom Fields

Prev Next

Form fields can be mapped to the custom fields you create in Database → Fields. You can display this field data in other places; for example, on a person record’s custom tab.

To map a form field to a custom field:

  1. Go to Forms.

  2. Select an existing form, or create a new one.

  3. Select Edit Form.

  4. Select a tool from the form palette that collects data in a way that maps to your custom field:

  5. Configure the following settings:

    • Status: Active

    • Type: You can select a different palette tool from this list if you want to change the input type.

    • Label: Enter instructional text that appears to the registrant.

    • System Field: Select your custom field’s scope from the list. The scopes that appear in this list are determined by your form’s scope. A new list appears; select the custom field from this list.

    • Options: If this field is required, select Required for submission

  6. Select Save.

This mapped form field appears on the form:

When a registrant submits the form, their response to this question populates the custom field you created in Database → Fields.

Still looking for what you need?