• FORM FIELDS AND CONDITIONAL LOGIC • SETUP GUIDE

Understanding All 16 Form Field Types

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Choose from 16 Shopify registration field types, including smart customer and company blocks, file uploads, choices, and layout elements.


Before you begin

Open the intended form in the builder and identify what the answer will be used for: review only, field mapping, a visibility condition, or an approval rule. Choose the answer type before configuring those dependencies.


How to choose a field

The app has 16 field types. Use text and numeric inputs for open answers, choice inputs for standardized answers, smart blocks for grouped contact/business/address details, File upload for documents, and display elements to organize the form.

Field type affects the answer format and the operators available in approval rules. Collect annual volume with Number if you intend to compare it numerically. Use Dropdown or Radio buttons for one answer, and Checkboxes for multiple selections.


Reference and examples

Type Use it for
Short text Business name, registration identifier, brief answer
Paragraph Purchase plans or longer explanation
Email Applicant contact and customer matching
Phone Telephone number with international picker
Number Quantity or volume for numeric comparisons
Date Calendar date
Dropdown One option in a compact menu
Radio buttons One visible option from a short set
Checkboxes Multiple selected options
File upload Resale certificate or supporting document
Address Grouped address with country/region
Company (B2B) Grouped business details
Customer (contact) Grouped primary-contact details
Hidden Configured extra data without an editable question
Section header Heading introducing a question group
HTML block Explanatory formatted content

Example

Build a small demo using Email for contact, Number for annual purchasing, Dropdown for buyer type, and File upload for a certificate. Use a Section header to introduce the business questions.

Expected result

Each field captures the right kind of answer; the section header is explanatory content rather than an applicant answer.


Limits and important behavior

  • The 16 types are Short text, Paragraph, Email, Phone, Number, Date, Dropdown, Radio buttons, Checkboxes, File upload, Address, Company (B2B), Customer (contact), Hidden, Section header, and HTML block.
  • Display-only elements organize content and should not be treated as submitted answers.

Troubleshooting and verification

If the field you added cannot collect an answer, check whether you chose Section header or HTML block. These are display elements. Use an input field for the answer, and use Number instead of Short text when you need numeric threshold conditions.


Screenshots to add

Screenshot placeholder: Capture the app screen or test result described in “Understanding All 16 Form Field Types”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.


Step-by-step guide for each field type


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