Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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On this page
  • Adding Fields to a Form
  • Field Settings
  1. Managing Services
  2. Managing Forms

Using the Form Builder

PreviousManaging FormsNextForm Field Types

Last updated 2 years ago

Adding Fields to a Form

The form builder interface has a side menu showing different .

To add fields to the form:

  • Click on a field type and drag it to the drop area as shown below.

  • Release the button to drop the field

  • A field of that field type will be created and added to the form.

Field Settings

Once a field is added to your form, you can configure it according to the data you want to collect for each field.

To configure a field, click on the field settings icon on the top left corner of the field as shown below:

A field settings form appears that has 3 main sections:

  • General Settings

    The general settings allow you to:

    • Provide/Modify the Field Label

    • Provide/Modify the Field description

    • Provide/Modify the Help text for the field

    • Make a field editable or read-only

  • Validation Settings

    Validation settings allow you to:

    • Make a field required

    • Make a field required before a draft can be saved

    • Add a unique constraint to the field

  • Field Type Settings

Add for a field

Each field has its own unique settings depending on the field type. Go to for more information.

Custom Validators
Field Types
field types
Drag a field type to this area in order to create a new field on the form
Field Settings icon