Forms

Set default answers

Admins onlyGrowth and above

Fill in a field's answer ahead of time so your client only changes it if it is wrong.

Where:SidebarForm Library

Select Form Library in the sidebar, then select Edit on the form.
Find the field and look for Default Value.
Set the answer you want to start with.
- For Checkbox, turn on Ticked by default.
- For Radio, choose one of the choices. Choose No default to clear it.
- For Multi-Choice, choose one or more choices.
- For other fields, enter the answer.
Select Save Form & Close.

Good to know

The client sees the answer already filled in and can change it.
Default Value is not offered for dates and times, Text Block or Blank Space.
If you change a field's choices, Hydi removes any default that no longer fits, and it refuses an email, phone or number default in the wrong format.

Pre-fill a form's answersEnter the answers you already know so your client only has to check them and fill in the rest.
Add pages, sections and fieldsLay out a form with pages, sections and the questions your client will answer.
Publish a formMake a draft form available to attach to client tasks.

Attach a form to a task

Give a client a published form to fill in as part of a task.

Preview a form

Check how your form looks and reads before you publish it.

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