Understanding Required, Optional, Read-Only, and Hidden Fields
Learn how to understand required, optional, read-only, and hidden fields in Smarter Drafter Pro.
Text fields allow users to enter freeform responses in your form. You can choose between single-line and multi-line formats, depending on how much space you want to give for the answer. This guide explains when and how to use each option.
Instructions
- In the Form Builder, add or edit any field.
- Scroll to the Question Type section in the field settings.
- Choose one of the following:
Required
- The user must complete the field to submit the form.
- Useful for:
- Mandatory information (e.g. full name, date of birth)
- Fields used in logic, calculations, or template output
TIP: Required fields can’t be left blank unless the user selects a placeholder, which will be highlighted in the final document.
Optional
- The user can leave the field blank.
- Best for fields like:
- Secondary contact details
- Information not relevant in all cases (e.g. fax number)
NOTE: No highlight or placeholder will appear in the final document if an optional field is skipped.
Read-Only
- The field is visible but cannot be edited by the form filler.
- Use when:
- You’re displaying a calculated value (e.g. total cost)
- A default answer must be shown but not changed
Hidden
- The field is not shown in the form but still used in the background.
- Ideal for:
- Fields used in logic or template automation
- Auto-filled values (e.g. today’s date, internal IDs)
NOTE: There’s also an option to hide the question only (label is hidden, answer field is still shown).
Tips for Use
- Mark logic-driving fields as required to ensure consistent behaviour.
- Use read-only fields to show users how values are being calculated without allowing input.Use hidden fields for internal use or where autofill is expected.
Common Issues & Solutions
- Issue: The form won’t submit even though it looks complete.
- Solution: Check if any required fields were missed. Look for placeholder warnings or hidden required fields that need values.
- Issue: A field is showing when it should be hidden.
- Solution: Make sure Hide Field is selected, not just “Hide Question.”