How to Add a Field in a Form

Fields are the core components of any form. They allow users to input specific data, such as names, emails, phone numbers, or custom entries. Each field you add contributes to the form’s structure and helps capture the necessary information. Follow these steps to easily add custom fields to your CRM forms in Kea Builder.

👣 Step-by-Step: Add a New Field

🔹 Step 1: Navigate to CRM

From the side menu, click on the “CRM” option.

Navigate to CRM

🔹 Step 2: Open the Fields Panel

Click on the “Fields” button inside the CRM dashboard.

CRM Fields panel

🔹 Step 3: Begin Adding a New Field

Click on the “Create Field” button.

Create Field button

🔹 Step 4: Choose the Field Type

From the dropdown or list, select the type of field you want to add (e.g., email, phone, short text, long text, Multiple choice, Single choice, dropdown, number, date, time, etc.).

Choose field type

🔹 Step 5: Configure Field Settings

Fill out the required details in the dialog box—this typically includes the field label, placeholder, and field rules if any.

Field configuration example

🔹 Step 6: Save Your Field

After entering the information, click the “Add” button.

Save field example

🔹 Step 7: Confirmation

Your new field will now be successfully saved and available for use in your forms.

Confirmation

✅ Tip:

You can repeat this process to create and manage multiple fields, giving you complete control over the structure and flow of your form.