Form field types

Add Field in the form or poll editor opens Select Field, with two categories. Every field has a Label (the question), a Description (a hint shown with it) and, where allowed, Required. A form or poll holds up to ten fields.

Common

Field	Collects	Required?	In Slack	On the respond page (email)
Text	A free-text answer.	Yes	A text input	A text input
Checkbox	True or false.	No; an unticked box is a valid answer	A checkbox; in a poll, Yes and No buttons	A checkbox; in a poll, Yes and No buttons
Likert Scale	A number from 1 to 5: Very Dissatisfied, Dissatisfied, Neutral, Satisfied, Very Satisfied.	Yes	Five buttons	Radio buttons; in a poll, five buttons
Content	Nothing. Formatted text, with images and links, shown between fields.	No	The text	The text

Employee Fields

Field	Collects	Required?	In Slack	On the respond page (email)	Written to
Buddy	One employee from the directory.	Yes	A Slack user picker	A picker	The buddy relationship on the principal’s record
Mentor	One employee from the directory.	Yes	A Slack user picker	A picker	The mentor relationship on the principal’s record

The principal is the employee the enrollment is about. In a form answered outside an enrollment, such as a webhook submission or a campaign step, it is the person the form was sent to or the employee the payload names.

Polls

A poll uses the same picker but no field can be required, and the respond page submits a poll field the moment it is clicked, one answer per field. Text fields are not shown on a poll’s respond page; keep a poll to Likert scales and checkboxes. See Polls.

In the export

Export to CSV writes employeeId, submissionId, then one column per field, headed by the field’s description where one is set and by its key otherwise. Content fields are left out. A Likert answer exports as its number; a checkbox as true or false; a Buddy or Mentor as the chosen employee’s id.

Keys and aliases

A field added in the editor carries a generated key. For a webhook, a payload names a field by its alias, the label in camel case (Job Title becomes jobTitle), or by the key. Two fields whose labels produce the same alias cannot be told apart by a webhook. See Webhook API.

Build a form to add and configure fields.
Polls for the one-click variant.
Webhook API for naming fields in a payload.