How to add fields to an existing webform?

How to add fields to an existing webform?


In the form builder, you can drag-and-drop the fields you need and change the font style and size, background color, alignment of the fields, etc.

To add fields in an existing web form
  1. Click Setup > Extensions & APIs > Webforms.
  2. In the Webforms page, choose the Module from the drop-down list.
    The existing webforms for the selected module will be listed.
  3. Click on the webform that you want to edit.
  4. Drag and drop the fields in the form builder.
  5. Click Next Step.
  6. Verify the other form details and click Save.
Note:
  • The fields displayed here are those available in the particular module's
    (Leads/Contacts/Cases/Custom Module) field list.
  • To add a custom field to the webform, the field should first be added in the respective module.

    • Related Articles

    • Customizing Modules

      How Can I... Learn About Modules in Nonprofit Vertical CRM Understand Module Customization Customize a module Add/Edit Fields Add New Section Set Module Permissions Design Module Layout Preview Module Customize the Events Module Edit Modules Delete ...
    • Working With Custom Fields

      In Nonprofit Vertical CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Nonprofit Vertical Defined Fields: You can edit, delete and hide some of ...
    • Creating Custom Fields

      How Can I... Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Set Field Permission Mark a Field as Required Mark a Field as Unique Remove/Delete Custom Fields Create Currency Fields Add/Rename Pick List Values Replace Pick List ...
    • Field Level Customization

      Field-level customization enables organizing the field requirements of any organization. By default, Nonprofit Vertical CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules ...
    • Modules and Fields

      CRM Platform Modules & Fields You can use API to integrate with the following standard modules: Standard Module API Format Leads  Leads Accounts  Accounts Contacts  Contacts Potentials  Potentials Campaigns  Campaigns Cases  Cases Solutions  ...