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Webform editor

Create a webform list

The list field type allows you to collect multiple sets of data. For example, you may need to capture account name, account number, and account type for each of a client’s accounts. You may also not know how many accounts a client has. Using an list field, you can create the “set” of data fields you want to collect relating to each item (e.g. account) without defining the number of items in advance. Therefore, lists help to streamline the form filling experience while also allowing you to collect comprehensive data about each item.

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1

How to navigate to the Workflow editor

2

Navigate to the webform and page where you want to add the list field.

3

Add an input field.

How to add a field to a webform

4

Change the field type to List.

Select the field type List from the dropdown.

Webform array 1

5

Label the list field.

Choose a label that is descriptive of the array object. (e.g. Accounts)

Webform array 2

6

Edit first list subfield.

Highlight the first subfield in the white list card, assign your desired type, label, and descriptions.

Webform array 3

7

Add additional list subfields.

  1. Within the list, add new subfields by clicking the “+” sign just under the last field in the list card.

Webform array 4

  1. Once you have a complete set of subfields for your list (e.g. account name, account number, and account type fields within the card), your list is complete. Users will be able to click Add Another to show a new set of subfields for each item.

Webform array 5

8

Map your list to the corresponding PDF field array field or other fields.

How to map an array to a PDF

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