Who This Is For / When to Use
Use this feature when you want to:
Add custom fields to forms or surveys without leaving the builder
Reuse the same field across multiple forms or surveys
Configure scoring, math calculations, or conditional logic
Edit existing custom fields from a centralized location
Accessing the Form or Survey Builder
Navigate to Sites from the left menu.
Open Forms or Surveys.
Select an existing form/survey or click Add Form.
Open the builder.
Quick Add Custom Fields in the Builder
Quick Add allows you to create and save custom fields directly from the form or survey editor.
Add a Field
In the builder, open the Form Element panel.
Select the Quick Add tab.
Drag and drop a field type into the form.
Supported Quick Add field types include:
Single Line
Multi Line
Text Box List
Single Dropdown
Multi Dropdown
Checkbox
Radio
Date Picker
Number
File Upload
Signature
Custom Fields Tab (Global Field Library)
The Custom Fields tab shows fields saved to your account and reusable across all forms and surveys.
Add a New Custom Field
Open the Custom Fields tab.
Click Add.
Choose the field type.
Configure the field and save.
Editing Custom Fields
Once a form or survey is saved:
The field name and query key are locked in the builder.
These properties can only be edited from the Custom Fields section.
You can still edit:
Options (dropdown, radio, checkbox)
Order and visibility
Calculations and conditions
Math Calculations and Scoring
Math Calculations allow you to calculate values or scores using form fields.
Supported Field Types for Calculations
Number
Monetary
Radio
Checkbox
Single Dropdown
Multi Dropdown
Configure a Score or Calculation Field
Drag a Score field into the form.
Select the field and open the Calculations tab.
Add fields and operators to build your formula.
Preview to see real-time calculation results.
Common use cases:
BMI calculators
Quiz scoring
Budget or pricing calculators
Conditional Logic
Conditional logic controls actions based on field values.
Available Conditions
Show or hide fields
Display custom messages
Redirect to a URL
Disqualify leads
Configure Conditions
Select a field.
Open Conditions.
Add a condition rule.
Define the trigger and action.
Conditions run from top to bottom.
Using Address Fields in Conditions
Address fields can be used in conditional logic.
Supported address components:
Street Address
City
State
Country
Postal Code
Example uses:
Redirect users based on country
Show fields only for specific cities or regions
Important Notes
Custom fields added via Quick Add are saved globally to the account.
Editing options affects all forms using that field.
Calculation changes apply in real time.
Conditional logic overrides hidden field settings.
FAQ
Can I edit a custom field after saving the form or survey?
Yes. After saving, the field name and query key are locked in the builder. You can edit them from the Custom Fields section.
What field types support math calculations?
Number, Monetary, Radio, Checkbox, Single Dropdown, and Multi Dropdown fields support calculations.
Can one custom field be used in multiple forms?
Yes. Once created, a custom field is available across the entire account and can be reused in any form or survey.
Do calculation changes update existing forms?
Yes. Updates apply immediately anywhere the field is used.
Can I preview calculations and conditions before publishing?
Yes. Use Preview in the builder to test calculations, scoring, and conditional logic before saving.