Step 5 of 17
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Choose the right Elements
Each Element defines one kind of information that a record can accept.
Everyday information
Use Textbox, Text Area, Email, URL, Number, Amount, Yes/No, Date and Time.
Structured choices
Use Preset Dropdown, Likert Scale or Link to Dataset when values need consistency.
Advanced workflows
Add Reminder Date, ToDo Task, Child Data, uploads and collapsible Segments when the process needs them.
Practical tip
Start with the smallest useful structure. You can edit and reorder Elements later.
Text Area and Feedback
- Set Text Area height and optionally enable the Quill editor.
- A Feedback Dataset can show a Preamble below selected Element titles.
- Use Add Segment to group related Elements under a collapsible heading.