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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

  1. In the Form Builder, add or edit any field.
  2. Scroll to the Question Type section in the field settings.
  3. 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.”