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Advance forms support multiple field types to capture different kinds of information from your clients. This guide explains each field type and when to use it.

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Text input fields

Single line text Use for short responses that fit on one line:
  • Names (first name, last name)
  • Email addresses
  • Phone numbers
  • Reference numbers
  • Job titles
  • Short answers
Single line text field example
Paragraph text Use for longer responses that may span multiple lines:
  • Descriptions or explanations
  • Reasons or justifications
  • Detailed information
  • Comments or notes
  • Address fields
Paragraph text field example showing larger text area

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Number fields

Use when you need numeric responses:
  • Age
  • Years of experience
  • Quantities or amounts
  • Durations (in months, years)
  • Number of dependents
Number field example
Number fields only accept numeric input, preventing data entry errors.

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Selection fields

Radio buttons Use when the user should select only one option and all choices should be visible:
  • Yes/No questions
  • Gender selection
  • Marital status
  • Small lists of exclusive choices (2-5 options work best)
Radio button field with Yes/No options
Checkbox Use when the user can select multiple options and all choices should be visible:
  • Services interested in
  • Languages spoken
  • Skills or qualifications
  • Multiple applicable items from a list
Checkbox field with multiple selectable options
Single-select dropdown Use when the user should select only one option from a longer list:
  • Country of citizenship
  • State or province
  • Occupation from a long list
  • Any single-choice question with more than 5 options
Single-select dropdown field
Multi-select dropdown Use when the user can select multiple options from a longer list:
  • Countries visited
  • Multiple citizenships
  • Multiple qualifications or certifications
  • Any multi-choice question with many options
Multi-select dropdown field
Use radio buttons and checkboxes when you have fewer options (2-5). Use dropdown select fields when you have many options (6+) to keep the form compact.

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Date fields

Use for any date-related information:
  • Date of birth
  • Passport expiry date
  • Employment start/end dates
  • Travel dates
  • Important deadlines
Date field with calendar picker
Clients can either type the date or use the calendar picker for easy date selection.

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Attachment fields

Use attachment fields to request specific documents from clients:
  • Educational certificates
  • Employment letters
  • Bank statements
  • Any supporting documentation
Attachment field for file uploads
When clients upload files through attachment fields, the documents are automatically saved to the case.

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Using question groups

Question groups are one of the most powerful features of advance forms. They allow clients to provide multiple entries for the same set of questions.

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When to use question groups

Question groups are perfect for collecting information where the client may have multiple entries:
  • Travel history - Countries visited with dates and purposes
  • Employment history - Multiple employers with positions, dates, and duties
  • Education records - Multiple educational institutions with degrees and dates
  • Previous addresses - Multiple residential addresses with dates
  • Family members - Information about multiple children or dependents
  • References - Multiple professional or character references

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Creating a question group

1

Add a question group field

Click the “Question Group” button in the field type selection area.
Field types palette with Question Group highlighted
2

Name your question group

Enter a descriptive title for the question group, such as:
  • “Work History”
  • “Countries Visited”
  • “Educational Background”
  • “Previous Addresses”
Add a description to explain what information should be provided in each entry.
Question group with title and description
3

Add fields inside the question group

Inside the question group, you’ll see a new field selection area. Click field types to add questions within the group.
Question group showing field types that can be added inside
For example, for a “Work History” question group, you might add:
  • Single line text: “Company Name”
  • Single line text: “Job Title”
  • Date: “Start Date”
  • Date: “End Date”
  • Paragraph text: “Job Duties”
Completed work history question group with multiple fields
You cannot add another question group inside a question group. Only regular field types are available within question groups.
4

Configure multiple answers option

At the bottom of the question group, check “Allow multiple answers for this question group”.
Question group settings with multiple answers option
This setting enables the “Add more” button that clients will use to add additional entries.

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How clients use question groups

When completing a form with question groups:
  1. The client fills in all fields in the first entry
  2. They click the “Add more” button to add another entry
  3. A new set of the same questions appears
  4. They repeat this process for each entry they need to provide
Client view of question group with Add more button
Question groups are excellent for capturing complete historical information without limiting clients to a fixed number of entries.

Creating Advance Forms

Learn how to create advance forms from scratch using these field types.

Conditional Fields

Create dynamic forms that show or hide questions based on user responses.