How do I make changes to a question or field on a form? I want to be able to change the wording of the question, add help text for my onboardees, and control whether it is required.
You can make changes to individual fields on a form by accessing the “Edit Fields” page for any given form:
Once you click “Edit” on a given field on your form, you’ll see options to change the way the field presents to an onboardee:
The three most common fields on the above page that administrators edit are:
The “Field Label.” This is essentially the question you’re asking an onboardee.
The “Field Description.” This is your best opportunity to provide help text to your onboardee for completing this specific field.
The “Required” checkbox. Checking this box prevents an onboardee from submitting the associated form unless this field is completed.
HEADS UP! Read these disclaimers below on making changes other than the three most commonly listed types above.
1. “Field Type” locks when a field is created. If changing the Field Type is essential, read this article.
2. “PDF Field Name”, if applicable on the form field you’re editing, is the code written on the associated PDF document that tells WorkBright where on the onboardee’s submission to map his or her response to this particular question. It is NOT RECOMMENDED that you edit this field as it will disrupt the mapping process. If in doubt, contact [email protected].
3. If the field you’ve chosen to edit is a Radio Button or Dropdown field that includes a picklist of choices as seen here,
If in doubt, contact [email protected].