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

Document created by Jamie Carey on Dec 30, 2014Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Jun 25, 2015
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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.




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


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3. Select the field you just dragged in.


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


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5. Select the field again.


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

Lead Management, Sales Insight, Revenue Explorer, Financial Management


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7. Check Allow Multiple Sections.



rtaImage (6).png


8. Click in the canvas to apply changes.


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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.