Field types
What you can put on a form. The palette is grouped, and the palette itself is the current source of truth: it changes more often than any document does.
| Group | Types |
|---|---|
| Basic | Text, Textarea, Email, Phone, URL, Number, Currency, Date, Date/Time |
| Choice | Picklist, Multi-Select, Radio Group, Checkbox, Rating |
| Advanced | File Upload, Signature, Barcode / QR Scan, GPS Location, Payment (Stripe), Hidden Field, Display Text, Image |
| Layout | Section, Columns, Repeating Group |
What every field carries
Section titled “What every field carries”Every field carries a Label, an API Name, a Required toggle, an optional Salesforce mapping, and collapsible Display, Visibility, and Validation sections in the inspector. Validation covers minimum and maximum length or value, a pattern, and the message a respondent sees when the pattern fails.
Two fields on the same form may not share an API name. Publishing is refused if any do, and the message names the duplicated name and every field carrying it.
A Default Value starts the field off with an answer already in it. On a Checkbox, the values true, 1, yes and checked all start it ticked. On a Hidden Field, a Default Value is stamped onto the mapped record on every submission, which is how a required Salesforce field gets filled without asking the respondent anything. See Mapping a starter form.
No Name or Address types
Section titled “No Name or Address types”There are deliberately no Name or Address composite types. They could only ever expand into primitive fields, so place those fields and map each one. The mapping picker makes that quick by pre-scoping to the form’s dominant object. See Mapping fields to Salesforce.
The green-tinted items
Section titled “The green-tinted items”A few palette items carry a green tint: File Upload, Signature, Payment, GPS Location, and Barcode. The tint groups the blocks that need the full form to run. Point at the item for the explanation.
Every one of them works in full on your own site, on a hosted form, and on mobile, which is every surface a form is served on today. It is a quiet category marker rather than a warning: placing one is an entirely normal thing to do. Where a form is answered somewhere that cannot show the block, such as a chat window, the respondent is handed a link to complete it on the full form instead.
A few field types carry a note in their settings for the same reason. Date, Date/Time and Multi-Select still work on those surfaces but simplify, and the note says how. Multi-Select is the one to watch: a respondent can pick only one option there, where you asked for several.
Two field types have their own pages: File uploads, and the three Layout items in Sections, columns and repeating groups.