Adding a Field

How to open the Add a field dialog and add a new field to your form.

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The ADD A FIELD Button

Each section in the Notebook Editor has an ADD A FIELD button below the section editing controls and above its Visible Fields list. Click this button to open the Add a field dialog.

The Add a Field Dialog

The dialog has four main areas:

1. Tab bar — a row of category tabs that filter the field type cards shown below.

2. Search field types — a text input below the tab bar that filters cards by name, regardless of which tab is selected.

3. Field type cards — a grid of cards, each showing an icon and the field type name. Click a card to add it immediately to your form.

4. Close button — closes the dialog without adding a field.

Tabs

The tab bar organises field types into nine categories:

Tab	Field Types
ALL	Shows every available field type (default view)
TEXT	Text field, Multi-line Text Field, Email, Templated String, QR / Barcode Scanner, Address
NUMBERS	Number field, Auto Incrementing Field
DATE & TIME	Date and time picker, Date only picker, Month only picker
MEDIA	Take Photo, Upload a File
LOCATION	Take GPS Point, Map Field
CHOICE	Select one, Select Multiple, Select Field (Hierarchical)
RELATIONSHIP	Related Records
DISPLAY	Rich Text

Note: Not all tabs may be visible at once. If you see a › arrow button on the right side of the tab bar, click it to scroll and reveal additional tabs.

Tips

• Name your field right after adding it. After you click a field card, the new field opens in the editor and focus moves to the Label input, so you can type the field name immediately.

• Use the ALL tab to browse every field type at a glance, or switch to a category tab when you know what kind of field you need.