The information in this article is accessible only by Admin and TC users in Sisu.
Topics in this article:
Adding a Field to a Form
You can add any field, whether it's a preexisting system field or a custom one, to any form (except the Commission Form). While you can add or remove any of these fields and reorder them as you choose, you can't rename them.
Navigate to Admin > Team Settings > Forms and Fields.
In-line with the Transaction Overview, click the
icon to the right of the form and select Manage Fields.
Click to drag and drop fields from the Available Forms Fields section on the left to your Active Form Fields on the right. You can also utilize the icons in the middle to move fields to and from your form.
The form saves automatically after each change.
Making a Field Required or View-Only
Required fields prevent all users from creating or updating a form unless they input data in those fields, ensuring that essential information is always provided. Additionally, data in View Only fields can only be edited by Admin and TC users, maintaining data integrity and control.
Navigate to Admin > Team Settings > Forms and Fields.
In-line with the Transaction Overview, click the
icon to the right of the form and select Manage Fields.In the Active Form Fields section on the right, check the box under the Required column to make a form field required.
Check the box under the View Only column to make a form field view only.
The form saves automatically after each change.
For more information on view-only fields, check out this KB article. 📙
Types of Fields
Below is list of field types and a description of how each will behave within a form. When managing fields within a form each field's type is identified in the Field Type column.
Active Users: This field is a drop-down menu that automatically generates a liste of all active users. In the gif below, the field Open House Assistant is a custom Active Users field.
Amount: This field is formatted for entering amounts of money (in dollars).
Bulk Text: This type of field is ideal when you want to allow for large amounts of text. There's no character limit to how much text you can enter. The boundary of the field can also be lengthened to make it easier to type several lines.
Date: This field only allows for dates.
Decimal: This field looks like a normal text field, but you won't be able to update the form unless a decimal is entered here.
Email: This field looks like a normal text field, but you won't be able to update the form unless an email is entered here.
Multiple Choice: This allows you to create multiple options for users to choose from. Users can only select 1 option.
Multiple Select: This allows you to create multiple options for users to choose from. Users can choose 1 or more options.
Number: Only whole numbers are allowed. You won't be able to update your form if there are letters or decimals in this field.
Percent: You can enter any number, including decimals, in this field. Note that even whole numbers default to showing 1 decimal place. You won't be able to update your form if there are letters or symbols (like a percent sign) in this field.
Phone: This field is formatted to only allow for 10-digit phone numbers.
Text: You can enter both numbers and letters in this field. When creating this field, you can set a length, which limits the user from entering more than a specified number of characters.
Web Link: Operates and appears like a text field. However, when a URL is saved in this field, an Open Link button appears. Clicking the button opens the link in a new tab.
Yes/No: This field appears as a drop-down with only 2 options: Yes and No.