Form Builder

Working with Smart Presets

What Are Smart Presets?

Smart Presets are pre-configured field groups that automatically create multiple related fields at once. Instead of adding "First Name," "Last Name," "Street Address," "City," "State," and "Postal Code" individually, you can add a single Address or Full Name preset and all the sub-fields are created for you.

Time Saver: Presets save time and ensure consistency — all the right fields are included with proper validation already configured.

Available Smart Presets

1. Address Preset

Automatically creates fields for collecting mailing addresses with support for US and international formats.

Includes:

  • Street Address (line 1 and line 2)
  • City
  • State/Province
  • Postal Code
  • County (optional)
  • Country (optional)

How to Use:

  1. Click Address from the Smart Presets section
  2. The preset appears on your canvas
  3. Click it to configure which fields to include
  4. Choose region: US or International
  5. Toggle individual components on/off

Example Configuration:

  • For US events: Enable Street, City, State, Postal Code (default)
  • For international shipping: Enable all fields including Country
  • For local events: Only enable City and State
Tip: The Address preset automatically formats state/province dropdowns based on the selected region.

2. Full Name Preset

Creates a complete name input with separate fields for first, middle, and last names.

Includes:

  • First Name
  • Middle Name (optional)
  • Last Name

How to Use:

  1. Click Full Name from Smart Presets
  2. Click the preset on the canvas to configure
  3. Toggle which name fields to include

Example Configurations:

  • Standard: First + Last (middle name optional)
  • Formal: First + Middle + Last
  • Casual: Just First Name

3. Dietary & Allergies Preset

Pre-configured fields for collecting dietary restrictions and food allergies — perfect for event planning and catering.

Includes:

  • Common dietary restrictions (Vegetarian, Vegan, Gluten-Free, Dairy-Free, etc.)
  • Food allergy checkboxes
  • Free-text field for additional notes

How to Use:

  1. Click Dietary & Allergies from Smart Presets
  2. The preset appears with standard dietary options
  3. Click to customize which options to show

Great For:

  • Event registrations with catered meals
  • Restaurant reservations
  • School lunch programs
  • Conference registrations

Configuring Presets

After adding a preset to your form:

  1. Click the preset field on the canvas
  2. The settings panel shows configuration options
  3. Toggle sub-fields on/off as needed
  4. Click Update to save changes
Important: Changes to preset configuration only affect the current form. Each form can have different preset settings.

Preset Sub-Fields

Each preset creates multiple "child" fields. These appear as a group on the canvas but can't be individually edited or reordered — they move together as a unit.

What You Can Do:

  • Move the entire preset up/down on the canvas
  • Toggle which sub-fields are included
  • Mark the entire preset as required or optional
  • Delete the entire preset

What You Can't Do:

  • Reorder individual sub-fields within the preset
  • Change labels of sub-fields (they use standard labels)
  • Delete individual sub-fields (only toggle them off)

When to Use Presets vs Individual Fields

Use Presets When:

  • You need standard, complete information (full address, complete name)
  • You want consistent formatting across multiple forms
  • You're collecting information that has a standard structure

Use Individual Fields When:

  • You only need partial information (e.g., just city and state, not full address)
  • You need custom labels or non-standard field names
  • You want complete control over field order and configuration

Preset Best Practices

  • Disable unused fields — If you don't need middle names, turn them off
  • Match your use case — Use US region for domestic events, International for global
  • Test the output — Submit a test response to see how preset data is formatted
  • Explain if needed — Add a Section Header or Description Text above presets to clarify why you're collecting the information

Viewing Preset Responses

When someone submits a form with presets, the responses are stored as individual fields:

  • Address preset → Separate columns for Street, City, State, Postal Code, etc.
  • Name preset → Separate columns for First Name, Last Name, etc.
  • Dietary preset → Checkbox selections and notes in separate columns

This makes it easy to sort, filter, and export responses in a structured format.

Last updated: April 24, 2026