Available fields
This page lists the fields offered by the simplified editor of Unisoft forms. To open the editor: open a form's profile then click Edit Form Content.
How it worksβ
Each field added to your form is represented by a card with:
- A handle on the left to reorder by drag-and-drop
- A type selector that groups fields by category
- A trash icon on the right to delete
- A configuration panel with the field options
Options common to most fields:
| Option | Effect |
|---|---|
| Required (toggle) | The visitor cannot submit until this field is filled in |
| Field name (multilingual) | Label displayed above the field for the visitor |
Classic categoryβ
| Field | Description | Use case |
|---|---|---|
| Text Field | Free text entry | Comment, motivation, free message |
| Dropdown | Single choice from a list of options (configured as tags) | Level, type of registration, t-shirt size |
| Checkbox | Single checkbox (yes/no) | Acceptance of conditions, opt-in |
| Document Field | File upload (Image, PDF or ZIP of your choice) | Supporting document, ID photo, quote |
| Title | Separator text with a title size (Very Large β Very Small) | Organize the form into sections, add an introduction |
Useful detailsβ
- Dropdown: add each option in the tags field of the configuration panel. You can also make options multilingual (option to enable in the panel).
- Document Field: choose the Document Type expected (Image, PDF File or Zip File). The visitor will only be able to upload this type.
- Title: five sizes available (Very Large, Large, Medium, Small, Very Small). Used to visually organize a long form.
CRM categoryβ
These fields feed the Contacts module in addition to storing the response in the submission.
| Field | Description | Use case |
|---|---|---|
| Contact Field | Requests contact information that updates the visitor's contact record | Complete the record beyond basic identity |
| Child Field | Lets the visitor declare one or more children linked to their record | Talmud Torah registration, family session selection |
| Hazkara Field | Requests information about a deceased person (yahrzeit) | Prayer request, memorial |
Donation categoryβ
| Field | Description | Use case |
|---|---|---|
| Free Amount | The visitor enters the amount to pay themselves | Free donation, open contribution |
Other categoryβ
| Field | Description | Use case |
|---|---|---|
| Block Form | Inclusion of a reusable module already created in /app/forms/block | Certificate, conditions, children's identity block |
The Block Form field offers a dropdown list with all your existing Block Forms. Select the one to insert.
See Block Forms to create a reusable module.
Visitor identityβ
The identity block (None / Minimal / Complete) is not a field of the editor β it is configured in the configuration wizard of the form, on the CRM tab. It automatically appears at the top of the public page based on the chosen level.
| Identity level | Fields presented to the visitor |
|---|---|
| No identity | None (anonymous form) |
| Minimal Identity (phone + email) | Phone + email |
| Complete Identity (phone + email + address) | Phone + email + postal address |
See Create a simple form for the configuration.
Multilingualβ
Fields marked as multilingual (most Classic fields and the Free Amount) accept translations per language. When the organization has several languages configured, you enter the field label in each language, and the public page displays the version corresponding to the language chosen by the visitor.
Reorder fieldsβ
Hold the click on the handle on the left of a field and drag it up or down to reorder. The order in the editor corresponds exactly to the display order on the public page.
Delete a fieldβ
Click the red trash icon on the right of the field card. Deletion is immediate β remember to save to make it final.
Saveβ
All changes are pending until you click Save changes at the top of the editor. As long as the button is orange, changes are not saved. Once saved, it turns gray.
Special casesβ
Field missing from the simplified editorβ
If you need a field type that is not in the list above (for example: a standalone address field, an isolated date field), you can:
- Use the Text Field with an explicit label ("Date in DD/MM/YYYY format")
- Switch to the advanced editor which offers a broader library
- Ask support to add the field in simplified mode
See Simplified vs advanced editor for the additional capabilities of the advanced editor.
Conditional field (display based on a previous response)β
The simplified editor does not offer native conditions. If you need to display a field only based on a previous response, switch to the advanced editor.
Reuse between formsβ
For fields or blocks shared between several forms (certificate, standard child block), create a Block Form and use the Block Form field to include it. See Block Forms.
Going furtherβ
- Simplified vs advanced editor
- Block Forms β reusable field modules
- Calendars and slots β hourly reservations
- Create a simple form
- Create a paid form