--- 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. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-edit-form-fields-when-using-capture-forms#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) 3. [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms) # 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. --- **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) Questions? Reach us any time via the in-app chat — we're happy to help. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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