Form Field Presets

Form field presets allow you to save frequently used field configurations as reusable templates. Instead of configuring every field from scratch, your team can apply pre-saved fields to accelerate form creation and ensure standardised data capture across your organisation.

In this guide, you will learn how to save a field as a preset, apply it to a form, and manage presets for your organisation.

Note: This feature is available on the Professional Plan and the Enterprise Plan. 

Saving a form field as a preset (Organisation Admins only)

1. Navigate to the target form and locate the field you want to save.
2. Click Advanced Settings.
3. Click Save this field as a preset.
4. (Optional) Change the Preset Name. (This does not affect the field label or internal name)
5. (Optional) Enter a tag for easier filtering and searching.
6. Click Save Preset. This field preset is now available in the Field Presets section of the form builder.

Applying a preset to a form (All users)

1. Open a new or existing form in Edit mode.
2. Navigate to Field Presets in the left panel of the form builder.
3. (Optional) To preview the field, click the ••• icon next to the preset name, then select Preview. 
4. Drag and drop the required preset field onto your form.
5. Modify the settings as needed.
6. Save your form.

Editing a preset (Organisation Admins only)

1. Navigate to Field Presets in the left panel of the form builder.
2. Click the ••• icon, then select Edit.
3. Change the preset name or tag.
4. Change the field configuration.
5. Click Save.
   

Deleting a preset (Organisation Admins only)

Tip: Periodically audit your presets and delete unused ones to keep your team’s workspace organised.

1. Navigate to Field Presets in the left panel.
2. Click the ••• icon next to the preset name, then select Delete.
3. Click Ok to confirm.