CDF Documentation
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Creating & Managing Forms

Everything you need to know about creating, customizing, and managing your forms.

Basic Setup

  1. From your dashboard, click "New Form"
  2. Enter a descriptive form title
  3. Choose a title that helps you identify the form's purpose

Naming Convention

Use clear naming conventions if you plan to create multiple forms. For example, prefix with the page type like "Product - Custom Engraving" or "Cart - Delivery Instructions".

Understanding Metafield Types

When adding elements to your form, you'll choose where the data should be saved:

Customer Metafields

  • Data is saved to the customer's profile in Shopify
  • Perfect for: contact preferences, account information, business details
  • Accessible from: Shopify Admin > Customers > [Customer Name] > Metafields
  • Data persists across multiple orders

Order Metafields

  • Data is saved to individual orders
  • Perfect for: delivery instructions, gift messages, custom product specifications
  • Accessible from: Shopify Admin > Orders > [Order Number] > Metafields
  • Data is specific to that particular order

Available Field Types

Short Answer (Text Field)

Single-line text input. Best for: names, phone numbers, email addresses, short responses.

Paragraph (Text Area)

Multi-line text input. Best for: detailed messages, special instructions, descriptions.

Multiple Choice (Radio Buttons)

Select one option from a list. Best for: exclusive selections where only one choice is allowed.

Checkboxes

Select multiple options from a list. Best for: allowing customers to choose several items.

Select one option from a dropdown list. Best for: long lists of options without taking up much space.

Date

Calendar date picker. Best for: scheduling, event dates, delivery dates.

File Upload

Allow customers to upload files. Best for: custom designs, logos, images, documents.

Adding Elements to Your Form

  1. In form editor, navigate to "Form elements" tab
  2. Click "+ Add Element"
  3. Choose Element Type
  4. Enter Element Label (what customers see)
  5. Select Metafield Type (Customer or Order)
  6. Check "Required field" if mandatory
  7. Add placeholder text for guidance
  8. Click "Add Element" to save

Submit Button Configuration

Customize your form's submit button and success message:

  • Button Text: Use action-oriented text like "Add to Cart with Customization" or "Submit Request"
  • Success Message: Confirm submission and set expectations