This guide requires a user with Form Manager or Restricted Editor role with Individual form access. If you don't have access to Forms, you will not be able to make the necessary changes.


These form elements are any you add to your form that require light configuration. Some of these include:

  • Advanced Address
  • Basic Address
  • Captcha
  • Checkboxes
  • Checkboxes other
  • Contact
  • Document file
  • Email Confirm
  • File
  • Message
  • Image file
  • Name
  • Telephone Advanced
  • Radios
  • Radios other
  • Select
  • Select other

Here are a couple of examples of how to set up Intermediate elements.

Option Elements 

Radio, checkbox, and Select have two types, regular and other. The only difference between Regular and Other is that other gives users the ability to submit their answers outside your list. The following are directions on adding and configuring a Radio, Select, or Checkbox.

  1. Once you are in your form's build tab, click the Add Element

  2. In the popup add the element you want, in this case, we are adding either Radios, Checkboxes, or Select elements
  3. Add the Title 
  4. You have the option of either using predefined options or creating your own
    1. Predefined: use the dropdown and select the predefined options available
      1. If you need to add a new option list, contact your WebForm Manager
    2. Create your own: 
      1. In the Option Value, enter the machine name(each word must be separated by an underscore, ex. first_name)
      2. In the Options Text/Description, enter the human name(this can have spaces)

  5. For Radio and Checkboxes only– Skip if you are using a Select element
    1. In the Option Display dropdown, select the way you want your Checkboxes or Radio buttons to appear Use Button Flexbox or Button Horizontal with caution, since each option can only hold limited text.
    2. If you want to see how these will show on your page, see our test page
  6. Save the Element 


Use this if you want to put static content on the page in special callouts that signify warning, info, error or status; each has a different color background. 

  1. Once you are in your form's build tab, click the Add Element
  2. Search for Message
  3. Give it the key name for what it is a message for, like message_warning_students_only
  4. Under Message Type, select what type of message you want.

  5. Use the Message Content WYSIWYG to create your message
  6. Save your element

Email Confirm

This element is to be used to be sure that someone has entered their email correctly. 

  1. Once you are in your form's build tab, click the Add Element
  2. Search for Email Confirm
  3. In the Title, type your Title, like "Student Email"
  4. In the Email Confirm Title, type the Title for the 2nd field. It should be something like Student Email Confirm 

  5. Save the element

Document/File/Image Upload

These elements are for any upload, but you can use it for a specific type like Document or File. All three get configured the same way.

  1.  Once you are in your form's build tab, click the Add Element
  2. Search for Document file, file, or Image file
  3. Give it a Title
  4. Under Allowed File Extensions, remove any that you do not want
  5. Save the Element