Adding a Field

How to open the Add a field dialog and add a new field to your form.


The ADD A FIELD Button

Each section in the Notebook Editor has an ADD A FIELD button below the section editing controls and above its Visible Fields list. Click this button to open the Add a field dialog.

The ADD A FIELD button shown between the section editing controls above and the Visible Fields list below

The Add a Field Dialog

The dialog has four main areas:

  1. Field name — a text input at the top, pre-populated with “New Field”. Type a name here before adding the field; this value pre-populates the field’s Label.

  2. Tab bar — a row of category tabs that filter the field type cards shown below.

  3. Search field types — a text input below the tab bar that filters cards by name, regardless of which tab is selected.

  4. Field type cards — a grid of cards, each showing an icon and the field type name. Click a card to select it, then click the ADD FIELD button in the lower right to add the field to your form. Click CANCEL to close the dialog without adding a field.

The Add a field dialog showing the ALL tab with field type cards, the Field name input, tab bar, search input, and ADD FIELD button

Tabs

The tab bar organises field types into nine categories:

Tab

Field Types

ALL

Shows every available field type (default view)

TEXT

FAIMS Text Field, Multi-line Text Field, Email, Templated String, QR / Barcode Scanner, Address

NUMBERS

Number Input, Controlled Number, Auto Incrementing Field

DATE & TIME

Date time picker, Date picker, Month picker, Date and Time with Now button

MEDIA

Take Photo, Upload a File

LOCATION

Take GPS Point, Map Field

CHOICE

Select Field, Select Multiple, Checkbox, Select Field (Hierarchical), Select one option

RELATIONSHIP

Related Records

DISPLAY

Rich Text

Note: Not all tabs may be visible at once. If you see a arrow button on the right side of the tab bar, click it to scroll and reveal additional tabs.

Tips

  • Name your field before clicking ADD FIELD. The “Field name” input pre-populates the Label and Field ID, saving you a step. You can always edit both after adding the field.

  • Use the ALL tab to browse every field type at a glance, or switch to a category tab when you know what kind of field you need.