How to Add and Configure Selection Fields in the Form

How to Add and Configure Selection Fields in the Form

Notes

Overview

Selection fields allow you to collect information by letting customers select one or more predefined options instead of entering the information manually.

The Form Builder provides the following selection elements:

  • Dropdown
  • Multiple Choice
  • Checkbox
  • Dependent Dropdown

These fields are useful for collecting structured information such as state, city, purchase source, product preferences, and customer confirmations.

Using the appropriate selection field helps keep the registration form simple, consistent, and easy for customers to complete.


Steps to Add a Selection Field

  1. Open the required Form in the Form Builder.
  2. Go to the Elements section.
  3. Click Add Elements.
  4. Select the required selection element.
  5. Configure the field from the Field Settings panel.
  6. Enter the Field Name.
  7. Add a Placeholder, if required.
  8. Add or configure the available options.
  9. Enable Is Required? if customers must select an option.
  10. Use Preview to verify the field.
  11. Click Save after completing the configuration.

1. Dropdown

A Dropdown allows customers to select one option from a predefined list.

When to Use

Use a Dropdown when the customer needs to select only one value from multiple available options.

Examples:

  • State
  • Purchase Source
  • Product Category
  • Distributor
  • Preferred Service Location

How to Configure

  1. Select Dropdown from Add Elements.
  2. Enter the Field Name.
  3. Enter a suitable Placeholder, such as Select options.
  4. Add the required options.
  5. Enable Is Required? if the customer must make a selection.
  6. Review the field in Preview.
  7. Click Save.

Example

Field Name: From where did you make your purchase?

Options:

  • Online
  • Retail Store
  • Distributor
  • Brand Website

The customer can select only one option from the dropdown.



2. Multiple Choice

A Multiple Choice field allows customers to select multiple options from a predefined list.

When to Use

Use Multiple Choice when more than one answer can apply to the question.

Examples:

  • Products owned by the customer
  • Features the customer uses
  • Preferred communication channels
  • Services required

How to Configure

  1. Select Multiple Choice from Add Elements.
  2. Enter the Field Name.
  3. Add the required options.
  4. Enable Is Required? if at least one selection is mandatory.
  5. If available, enable Select All when customers should have the option to select all available choices.
  6. Add Helper Text if additional instructions are required.
  7. Review the field using Preview.
  8. Click Save.

Example

Field Name: Which products do you own?

Options:

  • Refrigerator
  • Washing Machine
  • Air Conditioner
  • Microwave

The customer can select more than one product.



3. Checkbox

A Checkbox is generally used when the customer needs to confirm or agree to a specific statement.

When to Use

Checkboxes are useful for:

  • Terms and Conditions
  • Privacy Policy acceptance
  • Marketing consent
  • Customer declarations
  • Confirmations

How to Configure

  1. Select Checkbox from Add Elements.
  2. Enter the required Field Name or statement.
  3. Configure the field as required if the customer must provide consent or confirmation.
  4. Add Helper Text if additional information is required.
  5. Review the checkbox in Preview.
  6. Click Save.

Example

Checkbox:

I agree to the Terms and Conditions.

If the checkbox is marked as required, the customer must select it before submitting the registration form.



4. Dependent Dropdown

A Dependent Dropdown allows you to create two connected dropdown fields. The options displayed in the secondary dropdown depend on the option selected in the primary dropdown.

This is useful when two pieces of information have a parent-child relationship.

When to Use

A common example is:

State β†’ City

Other examples include:

  • Country β†’ State
  • Brand β†’ Product
  • Category β†’ Subcategory
  • Region β†’ Location

How to Configure a Dependent Dropdown

  1. Select Dependent Dropdown from Add Elements.
  2. In the Field Settings panel, configure the primary dropdown.
  3. Enter the Field Name for the primary dropdown.
  4. Add a suitable Placeholder.
  5. Configure the Dropdown Secondary field.
  6. Enter the Field Name for the secondary dropdown.
  7. Add a suitable Placeholder.
  8. Add the options for the primary dropdown.
  9. For each primary option, add the corresponding options for the secondary dropdown.
  10. Repeat this process for all primary options.
  11. Use Preview to test the dependency.
  12. Verify that selecting an option in the primary dropdown displays the correct options in the secondary dropdown.
  13. Click Save once the configuration is complete.

Example

Suppose the primary dropdown is:

State

  • Delhi
  • Maharashtra
  • Karnataka

The secondary dropdown can be configured as:

Delhi

  • New Delhi
  • Rohini
  • Dwarka

Maharashtra

  • Mumbai
  • Pune
  • Nagpur

Karnataka

  • Bengaluru
  • Mysuru
  • Mangaluru

When the customer selects Maharashtra, the secondary dropdown will display only the cities mapped to Maharashtra.



Field Settings

Depending on the selection element, you may have different configuration options in the Field Settings panel.

Is Required?

Enable this option when the customer must provide a response before submitting the form.

Field Name

Enter the name or label that will be displayed for the field.

Use clear and customer-friendly labels.

Example:
Instead of Purchase_Source, use Where did you make your purchase?

Placeholder

The placeholder provides guidance about what the customer should select.

Examples:

  • Select State
  • Select City
  • Select Product
  • Select an Option

Options

Add the choices that customers can select from.

For a Dependent Dropdown, configure the related secondary options for each primary option.

Helper Text

Use Helper Text when customers need additional information or instructions about the field.


Field Type Selection Best Used For
Dropdown One option State, Purchase Source, Product Category
Multiple Choice Multiple options Products owned, Preferences, Features
Checkbox Confirmation/selection Terms, Consent, Agreements
Dependent Dropdown One option from connected lists State β†’ City, Category β†’ Subcategory


Best Practices

  • Use Dropdown when customers should select only one option.
  • Use Multiple Choice when customers can select multiple options.
  • Use Checkbox for confirmations, agreements, and consent.
  • Use Dependent Dropdown when the available options in one field depend on another field.
  • Keep option names short and easy to understand.
  • Avoid adding unnecessary options.
  • Use clear placeholders such as Select State or Select Product.
  • Mark a field as Required only when the information is mandatory.
  • For dependent dropdowns, make sure every primary option has the correct corresponding secondary options.
  • Always use Preview to test the selection behavior before publishing the form.

Conclusion

Selection fields help create a structured and user-friendly warranty registration form by allowing customers to select from predefined options.

By choosing the right field typeβ€”Dropdown, Multiple Choice, Checkbox, or Dependent Dropdownβ€”and configuring the options correctly, you can collect consistent information and make the registration process easier for customers.

Before publishing the form, always Preview and test the selection fields to ensure that the available options, required settings, and dependent relationships work as expected.