FORMS 1.0 - Add a Multi-Select Field to Your Form

Version 3

    You may want to allow the user to select multiple values for a single field when filling out a form.

     

     

    Here is how:

    1. Find the form you want to add the multi-select field to, select it and click Edit Form.

     

    rtaImage.png

     

    2. Under Template Form Fields, find the field and drag it into the canvas.

     

    rtaImage (1).png

     

    3. Select the field you just dragged in.

     

    rtaImage (2).png

     

    4. Under Form Properties, change the Input Type to select and click into the canvas to apply changes.

     

    rtaImage (3).png

     

    5. Select the field again.

     

    rtaImage (4).png

     

     

    6. Add the list of options in the following format to Value List:

    Lead Management, Sales Insight, Revenue Explorer, Financial Management

     

    rtaImage (5).png

     

     

    7. Check Allow Multiple Sections.

     

     

    rtaImage (6).png

     

    8. Click in the canvas to apply changes.

     

    rtaImage (7).png

    There you go! Now approve the page this form is on and leads can hold CTRL/Command and click to select multiple values before submitting.