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Drag a field from the Fields list onto the form, click it, and set it up under Field Properties on the right.

Form fields: adding a Checkbox and a required Select to New starter request, the other field types, and each answer by its Field ID in Submissions (1:27).

The Fields list, 17 available: Text, Long Text, Number, Email, Phone, Date, Date & Time, Select, Multi Select, Email Selector, Checkbox, Radio, File Upload, Media upload, Group, Information and Section.

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What every field has

Field Properties for a Single Line Text field with the type menu set to Text, Field ID firstName, Label First name, Required field ticked, Placeholder Sam and Default Value Source No default.
Triggr trims spaces from single-line answers before the workflow sees them.

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Text and numbers

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Dates

To get back the day a Date picked, use the date recipe.

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Choices

Select, Multi Select, Radio and Email Selector have an Options Source. Type each option’s label and the value your workflow gets, or load the list from a workflow, Microsoft or an integration with Dynamic options.
A Select field's options: Options Source Manually provide options, Business Standard with value O365_BUSINESS_PREMIUM and Business Premium with value SPB, Add Option and Import From CSV buttons, and Allow additional free text options unticked.
  • Import From CSV loads a two-column file with a Label,Value header row, replacing or adding to the list.
  • Allow additional free text options (Select, Multi Select and Email Selector) lets the person type an option that isn’t listed.
  • Give an Email Selector the Microsoft Domains source to offer the client’s own domains.

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Files

File Upload properties: Allow multiple files ticked, Max files 10, Allowed file types Documents with the summary Documents · up to 10 files · 25 MB each and a note that SVG, HTML and executable files are always blocked, and Maximum size per file (MB) 25.
Allowed file types offers Images, PDF, Documents, Video, Audio, Photos, video & audio, Any supported file and Custom…. Files can’t go inside a Group. Media covers using uploads in a workflow.

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Groups, information and sections

Group properties: Minimum Occurrences 1, Maximum Occurrences 5, Add Button Label Add another device, Remove Button Label Remove device, and a Text sub-field with Field ID deviceName and Label Device name, with an Add Field button.
Click Add Field to add each part of a Group entry.
Information properties with the type menu showing Display Text for Instructions, Field ID intro, Header (optional) Before you start, and Display Text Allow two working days. Urgent? Call the service desk.
Display Text can show a value from the link’s ?params=, such as {{ params.ticketId }}. Click the edit icon on a section’s title for its Title, Description, Display Order, collapsing options and conditions.

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Field IDs

  • New fields are property1, property2 and so on. Rename them before you build the workflow.
  • Use letters and numbers without spaces, such as startDate, so templates can write {{ ctx.params.startDate }}.
  • IDs must be unique across the whole form, sections included (Group sub-fields only within their Group). A blank one resets to propertyN.
  • Changing a Field ID breaks workflows and conditions that use the old one.
  • To see what a workflow receives, click View on a submission under Submissions and untick Pretty Format (Show Display Values).

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Validation

Required field is the only rule you set: the person sees “This field is required.” and Triggr checks again when the form is sent. An Email Selector also asks “Please enter a username.” or “Please select a domain.”; File fields enforce their types, count and size; Groups their minimum and maximum entries. Hidden fields are never required. Check anything else, such as a format, with a Condition step in your workflow.

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FAQ

Preview doesn’t send or check answers. To test required fields, open the Public Form URL from Share Form; submitting there starts connected workflows for real.
Two fields share a Field ID. Rename one.
Workflows get each option’s value. Make the value what the workflow needs, such as a SKU, and the label what people read.