PlatoForms User Guide
Ctrl+K
  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Field types

PlatoForms provides a wide range of field types for building flexible Online Web Forms.
Some fields are also available in Online PDF Forms, depending on whether they can be rendered and filled directly in a PDF.

Note

By default, fields listed on this page are available in both Online Web Forms and Online PDF Forms, unless stated otherwise.

Field categories

Fields in the form builder are grouped into three categories based on their purpose:

PlatoForms Field categories

  • Essential fields — core inputs and structure used in most forms
  • Extended fields — specialized input types and system-level controls
  • Enhanced features — advanced capabilities beyond standard data collection

Essential fields

Essential fields cover the most common inputs and basic structure needed to build a form.

Text Input

Text Input fields are great for collecting various types of information. PlatoForms offers these options:

Text Input

Type Description
Short Text For short answers like names or titles.
Long Text For detailed responses or longer comments.
Numbers Collect numerical data, such as ages or quantities.
Currency For monetary values like prices or costs.
Email Gather email addresses from users.
Link Collect website or URL addresses.
Date Record dates like birthdays or deadlines.
Time Capture specific times, such as appointment slots.
Date and Time Gather both date and time details.
Phone Collect phone numbers from users.
Country Allow users to select or enter their country.

Choice

Choice fields offer predefined options for respondents to select from, commonly used for single or multiple-choice questions.

Fields Description
Single Choice Create questions with multiple options for respondents to choose one.
Multiple Choices Ask multiple-choice questions with several options; respondents can choose more than one.

For more details, check Set Choice properties.

The Dropdown field presents a concise list of options, perfect for when you want to conserve space while providing multiple choices.

You can also:

  • Allow multiple selections
  • Require a response
  • Enable search functionality
  • Specify a default choice and placeholder

For more details, see Set Dropdown properties.

Signature

The Signature field allows respondents to provide electronic signatures for verification or consent.

Signature

Rating

Rating fields allow respondents to rate items using a scale.

Rating

Slider

Slider fields let respondents select values or ranges by sliding a marker along a scale.

Slider

Description / Static Text

Description (web PDF form) / Static Text (online PDF form) allows you to add explanatory or static information.

Section Break

A Section Break divides a form into distinct sections.

Page Break

Page Breaks help organize a form into multiple pages.

Page break

  • Add a New Page
  • Break a New Page

Extended fields

Extended fields provide structured input types and system-level controls.

Photo

The Photo field enables respondents to upload a single image.

Countdown

The Countdown field lets you add a visible time limit to a form and optionally remind users before time runs out.

This field controls timing and behavior and does not collect user input.

Availability: Online Web Forms only

For details, see Set Countdown properties.

Enhanced features

Enhanced features add advanced capabilities beyond standard data collection.

File Upload

The File Upload field lets respondents attach files such as images or documents.

For more details, see Set File Upload properties.

Availability: Online Web Forms only

Embed

The Embed field allows you to embed rich media such as tweets or videos.

Availability: Online Web Forms only

Decorative Image

The Decorative Image field adds visual elements to your form layout.

Availability: Online Web Forms only

Picture Choice

The Picture Choice field presents selectable options as images.

Picture Choice

Table

The Table field allows respondents to enter structured data in rows and columns.

Table showcase

For details, see Table properties.

Repeat Field

The Repeat Field allows users to repeat a group of fields multiple times.

Repeat Field

Availability: Online Web Forms only

Stripe Payment

The Stripe Payment field allows you to securely collect payments.

For setup instructions, see Stripe integration.

Availability: Online Web Forms only

ReCaptcha

The ReCaptcha field helps protect forms from spam and automated submissions.

ReCaptcha

Availability: Online Web Forms only

Video

The Video field allows you to embed video content into your form.

Availability: Online Web Forms only

Web forms and PDF-based forms

Web forms support the full set of field types described above.

PDF-based forms support a subset of fields that can be rendered and filled directly in a PDF.

Note

When editing a PDF-based form, only Form & PDF fields are available.
Web-only features such as Countdown, Embed, Payments, and other enhanced features are not supported in PDFs.

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