Version 11.9 added the ability to use Multi-Select form fields in form captures. This new functionality is also available for use with our Gravity Forms integration, but requires specific setup to work properly. This article will cover how you can use these multi-select form fields to map multiple option Checkbox, Radio Button, and Multi-select fields using Gravity Forms.
Multiple-Option Checkbox setup
To begin, you will first want to create a Multi-Select form field to add to your Form Capture. To do this, navigate to Web and Events > Form Fields and select New to create a new Form Field. Select "Multi-select List" for its Type and then add and map your options.
After creating your Form Field and adding it to your Form Capture, you will want to access your Forms on your WordPress site and add a Checkbox field from the Standard Fields section:
After adding a Checkbox field, you can select it to view its options:
In the options, you can add or remove your desired options and by enabling Show Values, you can change the values for each option. These values are the values that will be used in CRM, so you will want to make sure that they match the values that you set in your Form Fields in CRM so that these fields will be properly mapped to the correct CRM fields.
You can then view the Preview of your form and use the Element Picker from your browser's Dev Tools to inspect the checkbox of each option:
You will want to note the ID of each Input element for each option in your Checkbox question. In this example, the ID is choice_3_6_1. You will then need to add a line for each Checkbox option into your Gravity Form script. Make sure that you use the same CDId for each option as this will ensure that all of the Checkbox options are linked to the correct Form Field in CRM:
Radio Button setup
To begin, you will first want to create a Multi-Select form field to add to your Form Capture. To do this, navigate to Web and Events > Form Fields and select New to create a new Form Field. Select "Multi-select List" for its Type and then add and map your options.
After creating your Form Field and adding it to your Form Capture, you will want to access your Forms on your WordPress site and add a Radio Buttons field from the Standard Fields section:
After adding a Radio Buttons field, you can select it to view its options:
In the options, you can add or remove your desired options and by enabling Show Values, you can change the values for each option. These values are the values that will be used in CRM, so you will want to make sure that they match the values that you set in your Form Fields in CRM so that these fields will be properly mapped to the correct CRM fields.
You can then view the Preview of your form and use the Element Picker from your browser's Dev Tools to inspect the first Radio Button option:
You will want to note the ID of this Input element for the first option in your Radio Button options. In this example, the ID is choice_3_8_0. You will then need to update the GFId for the appropriate field in your Gravity Form script:
Multi-Select Fields setup
To begin, you will first want to create a Multi-Select form field to add to your Form Capture. To do this, navigate to Web and Events > Form Fields and select New to create a new Form Field. Select "Multi-select List" for its Type and then add and map your options.
After creating your Form Field and adding it to your Form Capture, you will want to access your Forms on your WordPress site and add a Multi-Select field from the Advanced Fields section:
After adding a Multi-Select field, you can select it to view its options:
In the options, you can add or remove your desired options and by enabling Show Values, you can change the values for each option. These values are the values that will be used in CRM, so you will want to make sure that they match the values that you set in your Form Fields in CRM so that these fields will be properly mapped to the correct CRM fields.
You can then view the Preview of your form and use the Element Picker from your browser's Dev Tools to inspect the Select element of the Multi-Select question:
You will want to note the ID of the Select element for your Multi-Select question. In this example, the ID is input_3_7: