• FORM FIELDS AND CONDITIONAL LOGIC • SETUP GUIDE

How to Use the Short text Field

By Rivio Support Team
2 min read

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

Use Short text for a short business answer such as a legal name, website, or registration identifier. This guide explains setup, a practical example, and how to check the result on your Shopify storefront.

When to use it

Choose this type when you need a short business answer such as a legal name, website, or registration identifier. Choose the type before configuring mappings, visibility conditions, or approval rules that depend on the answer.

Before you begin

Open the intended form in Rivio B2B Registration Forms and confirm its name and storefront slug. Inspect template fields and smart-block sub-fields so you do not ask for the same information twice. Use dummy details for your first test.

Set up Short text

  1. In the form builder, select Add field and choose Short text.

  2. Expand its settings and enter a clear label or heading, such as Registered business name.

  3. Use the label Registered business name, add an example placeholder, and explain that the answer should match the applicant’s business documents. Set Required only if this information is needed for review.

  4. Drag the element into the intended position. If the form uses steps, review its assigned step.

  5. Select Save, preview the form, and confirm the actual storefront page loads this saved form’s slug.

Example

Question or content: Registered business name

Example: Acme Retail

Adapt this example to the information your team needs. Use help text to explain the expected answer, and require it only when your review process needs it.

Test and expected result

Enter the example answer, submit, and compare its spelling in the submission. If using it in a text condition, test a matching and a different value.

Expected result: the saved application contains the intended answer. Any configured visibility, rule, or mapping is checked separately; collecting an answer does not itself approve an applicant.

Limitations and important behavior

If your approval policy needs numeric comparisons, use Number instead. A text identifier can contain letters or leading zeros and should not be assumed to be a quantity.

Troubleshooting

If a text comparison fails, inspect the submitted answer and the exact rule operator instead of assuming the business was rejected because the field was empty.

Screenshots to add

  • Screenshot placeholder: Builder with Short text expanded, showing Registered business name and the applicable saved settings.
  • Screenshot placeholder: Dummy submission showing the example answer; include the storefront input if it helps explain selection or validation.

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