Selection Fields
Create dropdown menus, multiselect fields, and checkboxes.
Important: Create Fields in QuickBase First
Before adding selection fields to your SyncForms form, you must create them in your QuickBase table first.For dropdown, multiselect, and checkbox fields, you need to create the field in QuickBase and configure the choice options there. Once created with choices configured, the field will appear in SyncForms with all its options ready to use.
Overview
Selection fields allow users to choose from predefined options instead of typing free-form text. These fields are perfect for standardizing data entry and ensuring consistent responses. All selection fields must be created in QuickBase with their options configured before they can be used in SyncForms.
Dropdown Fields
Single-select dropdown menus that allow users to choose one option from a list. Perfect for categories, statuses, or any single-choice selection.
QuickBase Setup:
- 1In QuickBase, create a Text field with Choices enabled
- 2Add your choice options in QuickBase (e.g., "Option 1", "Option 2", "Option 3")
- 3Save the field in QuickBase
- 4In SyncForms, the field will appear as a dropdown with all your QuickBase choices
Use Cases:
- Status selection (Active, Inactive, Pending)
- Category selection (Product Type, Department, Region)
- Priority levels (High, Medium, Low)
Multiselect Fields
Allow users to select multiple options from a list. Displays as checkboxes or a multi-select dropdown.
QuickBase Setup:
- In QuickBase, create a Text - Multiple Choice field (or Multi-Select Text field)
- Configure your choice options in QuickBase
- SyncForms will automatically recognize it as a multiselect field
Use Cases:
- Selecting multiple interests or preferences
- Choosing multiple categories or tags
- Selecting multiple skills or qualifications
Checkbox Fields
Single checkbox for yes/no, true/false, or agreement questions. Stores a boolean value (checked or unchecked).
QuickBase Setup:
- In QuickBase, create a Checkbox field type
- The field will appear in SyncForms as a checkbox with customizable label
Use Cases:
- Agreement checkboxes ("I agree to terms and conditions")
- Yes/No questions ("Subscribe to newsletter")
- Status flags ("Mark as urgent", "Requires follow-up")
Adding Selection Fields to Your Form
The process for adding selection fields is the same as text fields - they must exist in QuickBase first.
Step-by-Step:
- 1Create field in QuickBase: Create the field with choices/options configured in your QuickBase table
- 2Open your form in the Form Builder
- 3Click Add Field and select your QuickBase field
- 4All choice options from QuickBase will automatically appear in the field
- 5Click the field to customize label, required status, and other settings
💡 Managing Options:
Choice options are managed in QuickBase, not in SyncForms. To add, remove, or modify options, edit the field in QuickBase. Then refresh the connection from the Connections page (so the schema is updated). The form builder will show the latest options when you open or reload the form. This ensures consistency between your QuickBase table and your forms.
Field Configuration
Customize how selection fields appear and behave in your form.
Configuration Options:
- Label: Customize the field label (defaults to QuickBase field name)
- Required: Make the field mandatory (inherits from QuickBase if set there)
- Help Text: Add descriptive text below the field to guide users
- Default Value: Set a default selected option (for dropdowns)
Options Come from QuickBase:
Remember: You cannot add or remove options directly in SyncForms. All choice options must be configured in your QuickBase field. This ensures data consistency and prevents mismatched options between your forms and database.
Best Practices
- Plan Your Options: Before creating the field in QuickBase, think through all possible options you'll need. It's easier to add options in QuickBase before using the field in forms.
- Use Descriptive Labels: Make option labels clear and user-friendly. Users will see exactly what you enter in QuickBase.
- Limit Options: For dropdowns, keep options under 20-30 for better user experience.
- Consistent Naming: Use consistent naming conventions in QuickBase options to maintain data quality across all forms.