Static Fields: Add Instructions, Diagrams, or Reference Files to Any Form

📄 Static Fields: Add Instructions, Diagrams, or Reference Files to Any Form
 

Static Fields let you include non-editable content in your forms—like instructions, embedded attachments, safety notices, company branding, or diagrams. These fields help guide users through the form or provide essential reference material without requiring input.

📌 What Are Static Fields?

Static fields are content-only blocks that display information. There are two types:

1. Static Text

Displays read-only formatted text (headers, bullet lists, inline images, links).

2. Static Attachment

Allows you to upload a file (PDF, image, diagram, etc.) that is displayed or downloadable directly in the form.

🛠 How to Add a Static Field

1. In Step 2: Fields, click ➕ Add Field
2. Choose either:
   • Static Text
   • Static Attachment

Then configure the content.

🟦 Static Text Configuration

🧠 Use Cases:

• Section instructions (“Fill out this section only if...”)
• Pre-work safety reminders
• Embedded links to policies or reference docs
• Form branding or headers

📎 Static Attachment Configuration

🧠 Use Cases:

• Upload safety manuals
• Embed drawings or blueprints
• Attach customer contracts
• Provide inspection criteria or standards

🎯 When to Use Static Fields

🔒 Tips & Best Practices

• 🔗 Use hyperlinks in Static Text fields for document management system integration (e.g. Google Drive, Dropbox)
• 📁 Store your most used Static Attachments in a dedicated folder so you can reuse them easily