Gathering phone numbers is important for any organization, especially if you need several points of contact on record. This article will walk you through the process of adding or editing a phone field in your form and all the options that are hidden underneath. (Fun fact: This field has also been used to capture social security numbers, making it a versatile input.)
To begin, you need to be in the “Forms” section of your Settings.
Now you need to select the form you wish to edit or add to. Once inside your desired form, select the “phone” field from the side menu.
You can add it to the top of your form or the bottom of your form, but either way you can drag it to the optimal spot in your form by using the tab to the left of the field.
To edit the phone field, select the newly added field and go to the other side menu to peruse the options: mandatory or optional, as 3 inputs or single input, add field description, or make it an admin only field (hidden from users).
You can change the field title by changing the “Label”. There are different font sizes and color choices available.
You decide if the field should be mandatory or not by clicking “On” or “Off”. You also decide if the number field should display as 3 separated fields (3 blank boxes) or as a continuous field (great for international phone numbers).
Adding a description will add a sub-text underneath the field. It is generally used to give the applicant more information about what you are asking, which hopefully means less calls for you!
Making a field an Admin Only field, hides it from your applicants on the frontend. It only becomes visible to your admins in the backend. Basically, it is an internal field that only your team will answer and use.
Remember to save all your choices, when you are done! Then test it to make sure it’s displaying the way you want it to.