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Field Library

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The Field Library holds the custom fields you've built with the Field Widget, in five types, text, boolean, list, date and number, and shows how many of each your plan lets you keep active. Edit a field's name, export label and default settings, see which campaigns use it, and archive fields you no longer need. Open it from Manage → Field Library. Archiving a field can't be undone.

What you can do in the Field Library

ToDo this
See how many fields of each type you can still createOpen Active Field Limits.
Rename a field, or change how it's labeled in exports and webhooksOpen the field's Details tab.
Set how a field looks and behaves when you add it to a new formOpen its Default Settings tab.
See which campaigns use a fieldOpen its Campaigns tab.
Find a fieldUse Search, Tag, the filters and Sort.
Free up room for a field typeArchive fields you no longer use.

To create a field, add a Field Widget to a form in the Campaign Builder and save the custom field to your Field Library.

Before you start

  • Your plan limits how many active fields of each type you can have. Archived fields don't count. Active Field Limits shows where you stand. Reusing a field in several forms saves room.
  • Archiving a field can't be undone. Campaigns that already use the field keep collecting it, but you can't choose it for a new Field Widget. Check its Campaigns tab first.
  • Tags need the Max plan.

Open the Field Library

Click Manage in the navigation menu, then Field Library, or go straight to the Field Library.

What's on the page

Active Field Limits, at the top, is collapsed. Click it to see how many active fields of each type you have, against your plan's limit for that type.

Each field has an info pane showing:

DetailWhat it shows
Field NameThe name you gave the field.
CreatedWhen the field was created.
Field TypeText, Boolean, List, Date or Number.
Internal Field NameThe name ShortStack uses for the field, such as custom_boolean_3. Use it to match the field in a list import.

Edit a field

Click the icon on the right of a field to open the Field Editor. It has three tabs:

TabWhat you can do
DetailsChange the Field Name, add a Description, and set a Custom Label for exports and webhooks. See the Field Type and Internal Field Name. Archive the field.
Default SettingsSet what a new Field Widget starts with when you add this field: options such as Layout, Text, Validation, Content, Error Messages, Instructions and Extra CSS Classes, depending on the field type. Each campaign can change these in its own Field Widget.
CampaignsEvery campaign that uses the field, with its status (Published, Unpublished or Unpublished Changes) and its created and updated dates. Click a campaign's name to open it in the Campaign Builder.

Find a field

  • Search: type a word or phrase from the field's name.
  • Tag (Max plan): type a tag to see the fields that carry it. See Organizing with tags.
  • Filters: on the left, filter by Field Type or Archived Status. Archived fields stay in the Field Library.
  • Sort: click the button next to the field count and choose Newest, Oldest, Name (A–Z) or Name (Z–A).

Archive fields

  1. Open each field's Campaigns tab to see which forms use it.
  2. Click a field to select it. To select several at once, click and drag your cursor across them.
  3. Click Archive in the top bar, type the confirmation prompt, and click the red Archive button.

You can also archive one field from its Details tab. To tag selected fields instead, click Tag (Max plan), type tags separated by commas, press Enter/Return, then click Save.

If something goes wrong

What you seeWhat to do
You can't create another field of one typeYou've reached your plan's limit for that type. Reuse an existing field, or archive fields you no longer use. Open Active Field Limits to check.
An archived field isn't offered in a new Field WidgetArchived fields can't be added to new forms. Copy a Field Widget that already uses the field. See Making copies of Field Widgets.
A form didn't change after you edited a field's default settingsDefault settings only apply to new Field Widgets. Edit the form's Field Widget in the Campaign Builder.

FAQs

Does archiving a field delete the data it collected?

No. Nothing the field has collected is lost, and campaigns that already use it keep collecting it. You just can't choose it for a new Field Widget.

Can I un-archive a field?

No. Archiving is permanent. To collect the same information in a new form, copy a Field Widget that already uses the field. See Making copies of Field Widgets.

If I change a field's default settings, do my existing forms change?

No. Default settings apply when the field is added in a new Field Widget. To change a form that already uses the field, edit its Field Widget in the Campaign Builder.

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