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Adaptive AI · By Adaptation Living LLC

How to Quickly Add and Edit Custom Fields in Forms and Surveys

Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element.

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Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element. This happens across: Forms, Surveys and Quizzes. This behavior is hardcoded and tied to how we currently identify scoring elements in its implementations.

What’s New?

Quick Add Custom Fields:

  • Radio Select
  • Single and Multi Dropdown
  • Checkbox
  • File upload
  • Single Line
  • Multi line
  • Textbox List
  • Date picker
  • Number
  • Monetary

Customization Options:

Simplified Workflow:

Editing Capabilities:

To edit a custom field added to a form or survey:

  • Click on the custom field within the form or survey builder.
  • A navigation bar will appear on the right side.
  • Use the options in the General Settings and Advanced Settings dropdowns to make the required changes.

Field Locking:

How It Works

Create New or Open an Existing form:

Go to Sites > Forms > Builder

Drag and Drop: Drag and drop the desired field into the form or survey to place it where you want it.

Dragging fields now provides smoother movement and clearer visual feedback. As you move a field, Adaptive AI shows a subtle shadow around the dragged element, and long forms or surveys automatically scroll when you drag near the top or bottom of the builder. This makes it easier to reposition fields without stopping to scroll manually.

Customize:

Save:

Edit:

Why This Feature?

Removing Outdated or Irrelevant Custom Fields

If you’re seeing outdated custom fields in your form builder—even after deleting them from the form—they may still exist in your CRM’s custom fields list.

To fully remove them:

  • Navigate to
  • Locate the outdated field in the list.
  • Click the icon to permanently delete it.

When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element. This happens across:

This behavior is hardcoded and tied to how we currently identify scoring elements in its implementations.

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