Objective:
- Cannot connect a Custom Field to a Question on a Intake Form
- I am not seeing a drop down menu to connect a Custom Fields
Environment:
- Clio Grow
Additional Information:
For more information on how to connect a Custom Field to a question on an Intake Form, click here.
Procedure:
Please ensure that the "Field Type" that is being selected in the Intake Form is the same as the "Field Type" selected when the Custom Field was created in your Settings Page.
For example, if you have a Custom Field as Date of Birth and selected the "Field Type" to be a Date Field, but in the Intake Form you selected the Date of Birth to use a Single Line Text, you will not be able to connect the Custom Field to the question in the Intake Form.