---
title: How to Edit Form Fields When Using Capture Forms
description: Edit Capture Form fields, link them to Pabau fields, reorder or duplicate them, and add Conditional Rules.
---

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# How to Edit Form Fields When Using Capture Forms

## This article explains how you can customize your form fields when editing or creating a form using Capture Forms.

In this article, you will learn how to change a field’s settings, link it to a Pabau field, rearrange fields, and make fields react to answers with Conditional Rules.

#### **Step 1: Open A Field’s Settings**

In the builder, click a field on the canvas. Its settings open in a panel on the right, titled with the field type.

![The settings panel for a Heading field showing Width, Text, Type and Show advanced](https://support.pabau.com/hubfs/kb/capture-forms-24-field-editor.png)

*A field’s settings*

#### **Step 2: Change The Basic Settings**

The settings you see depend on the field type. Common ones include:

- **Label** — the question visitors see, for example "First Name".
- **Placeholder** — light grey example text inside the box, for example "e.g. Jane".
- **Width** — **Full**, **Three-quarters**, **Two-thirds**, **Half**, **One-third** or **One-quarter**. Set two adjacent fields to a part-width to place them side by side.
- Option lists — for Checkboxes, Radio Buttons and Select List, use **Add option** to add choices and **Preselect this option** to tick one by default. A Matrix Field uses **Add question** and **Add answer**.

#### **Step 3: Show The Advanced Settings**

Click **Show advanced** to see more settings, such as help text, minimum and maximum lengths, and whether the field is required. The number in brackets tells you how many advanced settings the field has.

#### **Step 4: Link The Field To A Pabau Field**

Text, Text Area, Email, Date, Checkboxes, Radio Buttons and Select List fields have a **Pabau Fields** setting. Linking a field means its answer is saved to the matching detail on the lead or client record the form creates.

- The list only shows Pabau fields that suit the question type — for example, an Email Field offers email fields.
- It also follows the form's **Type**: a Lead form offers lead fields, a Clients form offers client fields, and both offer fields shared by leads and clients.

If a field's link doesn't suit the question, the field shows **Pabau field needs to be edited** on the canvas. Click it to open the field's settings, where the dropdown shows **Field type does not match. Choose the correct field on the dropdown.** Pick a suitable Pabau field to fix it.

**TIP:** Set the form's **Type** (Lead, Clients or None) in the builder's **Settings** tab before linking fields, so the right Pabau fields are offered.

#### **Step 5: Save The Field**

Click **Save** at the bottom of the panel to apply your changes. Click the cross to close the panel.

#### **Step 6: Duplicate, Delete Or Reorder Fields**

- Hover over a field on the canvas to show its controls at the top right: **Duplicate field** and **Delete field**. The same buttons appear next to **Save** in the settings panel.
- Drag a field by its handle to move it, or select the handle and use the arrow keys.

Remember to click **Save Form** when you have finished.

### Make fields react with Conditional Rules

Conditional Rules let your form show, hide or change fields based on what people answer — for example, only asking for a photo when someone says they have a concern to show.

**NOTE:** Save the form before adding rules. The fields offered in a rule come from the saved form.

#### **Step 1: Open Conditional Rules**

On the **Forms** tab, click **Actions → Conditional Rules** on your form, then click **Add rule**.

![A new rule with When conditions, Then actions, and the Enabled and Opposite switches](https://support.pabau.com/hubfs/kb/capture-forms-14-rules.png)

*A new Conditional Rule*

#### **Step 2: Name The Rule**

Replace **Untitled rule** with a name that describes what the rule does. A new rule starts with **Enabled** and **Opposite** switched on:

- **Enabled** — switch off to pause the rule without deleting it.
- **Opposite** — when the conditions are not met, the reverse action is applied (for example, a field the rule shows is hidden again).

#### **Step 3: Set The Conditions (When)**

1. Choose whether **All**, **Any** or **None** **of the following conditions:** must be met.
2. For each condition, choose a **Field**, an **Operator** and, where needed, a **Value**.
3. Click **Add condition** for another condition, or **Add group** to nest a group with its own All/Any/None choice.

The operators depend on the field. Text fields offer options such as **is**, **contains** and **starts with**; number fields offer comparisons such as **is greater than**; date fields offer **is before** and **is after**; each checkbox option can be **is checked** or **is not checked**; file fields offer **has a file selected**. You can also choose **Form** with **has been submitted**.

#### **Step 4: Set The Actions (Then)**

Choose an **Action**:

- **Show**, **Hide**, **Enable** or **Disable** — choose a **Target** field.
- **Copy** — copy one or more fields' values into another field.
- **Math** — add, subtract, multiply or divide fields and put the result in a field.
- **Evaluate** — work out a formula and put the result in a field.
- **Format number** and **Format text** — reformat a value.
- **Skip** — jump to a step of a multi-step form.
- **Form** — submit or reset the form, or go to the next or previous step.

Click **Add action** to add more actions to the same rule.

#### **Step 5: Save Your Rules**

Click **Save rules**. Use the arrows beside a rule to change the order, or the **⋯** menu to **Duplicate** or **Delete** it.

#### **Why Are Answers Missing From Leads After My Form Moved From the Old Form Builder?**

Forms moved over from the old form builder keep their questions, but an answer only reaches the lead when its field is linked to a Pabau field. A question that was linked to one of your custom fields in the old builder is matched to the lead custom field **by that custom field’s name**. If the custom field has since been renamed, deactivated or deleted, or the question was never linked, the answer is not copied to the lead.

The answers are not lost: every submission is saved in full. Open the form’s **Submissions** to read or export them (see [How to View, Export and Manage Capture Form Submissions](https://support.pabau.com/en/pabau2/how-to-view-export-and-manage-capture-form-submissions?hsLang=en)).

To make future answers land on the lead:

1. Open the form in the builder and check the **Settings** tab: the form’s **Type** must be **Lead**.
2. Click each question whose answer is missing and, under **Pabau Fields**, choose the lead field it should fill (see Step 4 above). Fix any field showing **Pabau field needs to be edited**.
3. Click **Save** on each field, then **Save Form**.

**NOTE:** A custom field you pick from the **Pabau Fields** list is linked by the field itself, not its name, so renaming the custom field later won’t break the link. The change applies to new submissions only: answers from earlier submissions stay on the **Submissions** screen and aren’t copied onto existing leads.

#### **Can I Add a Clickable Link to a Checkbox or Paragraph?**

Not inside the field itself. The text of a **Paragraph**, a field's **Label** and each **Checkboxes** option is shown exactly as you type it, so a web address or HTML link code appears as plain text on the live form and can't be clicked.

To give visitors a clickable link, for example to your terms and conditions next to a consent checkbox, put it in the form message instead:

1. On the **Forms** tab, click **Actions → Settings** on your form.
2. Under **General**, in **Form message**, add the link as HTML, for example `Please read our <a href="https://www.example.com/terms">terms and conditions</a> before ticking the box below.`
3. Click **Save settings**.

The message appears above the form, with the link clickable. Then word the checkbox option so it refers to it, for example "I have read and agree to the terms and conditions above".

**NOTE:** The form message is always shown at the top of the form, not beside a particular field. On a multi-step form, it is shown above every step.

---

**What's next?**

The complete Capture Forms guide series:

- [Capture Forms](https://support.pabau.com/en/pabau2/capture-forms?hsLang=en)
- [How to Add Form Fields When Using Capture Forms](https://support.pabau.com/en/pabau2/how-to-add-form-fields-when-using-capture-forms?hsLang=en)
- [How to Create Forms Using Capture Forms](https://support.pabau.com/en/pabau2/how-to-create-forms-using-capture-forms?hsLang=en)
- [How to Configure Your Form Settings in Capture Forms](https://support.pabau.com/en/pabau2/how-to-configure-your-form-settings-in-capture-forms?hsLang=en)

---

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- [App Marketplace (Integrations)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#main-content)

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- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content)

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- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

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    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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