Overview 

The Product Selection field type lets you add product or service choices to a custom form. You can configure the Product Filter Type and choose specific records or select all available records. 

Before You Start 

You need access to Forms and a custom form to edit. You can use an existing form or create a new one. 

How to Add a Product Selection Field

1. Select Forms from the left navigation menu. 

2. Click the form icon in the top-right corner to open the custom forms section. 

3. Select an existing form or create a new one. 

4. Click + Add Field to add a new field to the form. 

5. Enter the field name. 

6. From the field type menu, select Product Selection. 

7. Click the pencil icon next to the field to open its additional settings. 

8. Click Product Filter Type to choose the criteria for product or service selection. 

9. Choose the products or services you want to include. Use Select All Records if you want to select all options. 

10. Click OK to confirm. 

11. Save the form. 

Tips and Things to Know

• You can add the field to an existing form or a new form. 

• Use Product Filter Type to define the selection criteria. 

• Select All Records lets you include all available options. 

• Save the form after confirming the field settings. 

Frequently Asked Questions