Forms

Form Builder & Field Types

Learn about Form Builder & Field Types in WaymakerOS.

BuilderField Types

Use the drag-and-drop form builder to add, configure, and arrange fields. Each field type has specific settings for validation, labels, and formatting.

The form builder

When you open a form in edit mode, the builder shows:

  • Left panel — available field types to drag in
  • Centre — the form canvas with your current fields
  • Right panel — settings for the selected field

Adding fields

Drag a field type from the left panel into the form canvas. Drop it where you want it to appear. Fields stack vertically in the order you place them.

Rearranging fields

Drag any field up or down on the canvas to reorder. The form renders fields in canvas order.

Removing fields

Click a field on the canvas, then click Delete in the right panel, or press the Delete key.

Field types

Text

Single-line text input. Use for names, addresses, short answers.

Settings: Label, placeholder, required, minimum/maximum length

Email

Email address input with built-in format validation. Rejects submissions with invalid email formats.

Settings: Label, placeholder, required

Phone

Phone number input. Accepts digits, spaces, dashes, parentheses, and the + prefix.

Settings: Label, placeholder, required

Textarea

Multi-line text input. Use for detailed answers, comments, descriptions.

Settings: Label, placeholder, required, minimum/maximum length, rows (visible height)

Select

Dropdown menu with predefined options. Users pick one.

Settings: Label, options (add/remove/reorder), required, default selection

Multi-select

Like Select but users can choose multiple options. Rendered as a list with checkboxes.

Settings: Label, options, required, minimum/maximum selections

Checkbox

A single checkbox for yes/no questions, consent agreements, or opt-ins.

Settings: Label, required (must be checked to submit), default state

Checkbox group

Multiple checkboxes for selecting several items from a list.

Settings: Label, options, required, minimum selections

Radio

A set of radio buttons where users pick exactly one option. Unlike Select, all options are visible at once.

Settings: Label, options, required, default selection

Date

A date picker that opens a calendar. Ensures consistent date formatting across all submissions.

Settings: Label, required, minimum date, maximum date

Time

A time picker for selecting hours and minutes.

Settings: Label, required, time format (12h/24h)

Number

Numeric input with optional constraints. Use for quantities, amounts, scores.

Settings: Label, required, minimum value, maximum value, step

Rating

A visual rating input — stars or a numeric scale. Use for satisfaction scores, difficulty ratings.

Settings: Label, required, scale (1–5, 1–10), style (stars/numbers)

File upload

Accept file attachments. Use for resumes, images, documents.

Settings: Label, required, allowed file types (e.g., PDF, images), maximum file size

Signature

A drawing pad for capturing a handwritten signature. Rendered as an image in submissions.

Settings: Label, required

Field settings

Every field has these common settings:

  • Label — the text shown above the field
  • Placeholder — hint text inside an empty field
  • Required — whether the field must be filled to submit
  • Help text — optional description shown below the field

Previewing your form

Click Preview in the builder toolbar to see exactly how your form looks to respondents. The preview shows the form with your styling applied.

Next steps