Radio Button Fields

Note: This article applies to the new Form Step experience in Streamline.

Radio Button fields allow users to select one option from a list of predefined choices.

They’re best used when only one response is valid, such as selecting a department, choosing a preference, or answering yes/no questions.

Adding a Radio Button Field

1. In the form editor, click Add Field.
2. From the Basic Fields section, select Radio Button.
3. The field will appear on your form, ready for configuration.

Customizing Field Options

After adding the field, you can configure and customize your options directly in the form builder.

To set up your radio buttons:

• Type or paste your choices into the Options list.
• To add more options, press Enter or click below the last option.
• Toggle Use Separate Values if you want to assign internal values to each option for data mapping or automation purposes.

Separate values are helpful when the visible choice should differ from the stored value — for example, using “Y” and “N” instead of “Yes” and “No.”

You can also:

• Change the field title to match the question you’re asking.
• Add helper text below the field to provide additional context or guidance.

To the right of the field title, you’ll find quick-access icons to manage visibility and behavior:

• Toggle Required on or off.
• Click the eye icon to hide or show the field.
• Click the lock icon to make the field read-only.
• Click the two boxes to duplicate the field.
• Click the trash can to delete it.

Field Settings

In the field settings panel on the top right, you can configure additional options to control how the field behaves:

• Data Mapping Label: Add an internal label for data mapping or CSS targeting.
• Default Value: Preselect a value that will appear by default when the form loads.
• Add Other: Allows users to enter a custom response not included in the predefined list.
• Option Layout: Choose whether to display options horizontally or vertically.

These settings help streamline form behaviour and make your data collection consistent and structured.

Tips for Using Radio Button Fields

• Use radio buttons when users must choose only one answer.
• Keep the number of options limited — ideally between 2 and 6 — to prevent overwhelming users.
• If you need users to select multiple answers, use a Checkbox field instead.
• Use separate values for integrations or data mapping where back-end data differs from the displayed choice.