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Linking Information Fields to Forms

Once user information fields exist, you'll want them surfaced in the right places — profile pages, registration forms, admin user management. This article shows how to link them.

Registration form showing built-in name/email fields, plus dynamically-added 'Department' dropdown, 'Manager' user picker, 'Office location' dropdown — each labelled and required

Where to Surface Them

  • Self-service profile: User can view and (sometimes) edit their own info.
  • Registration form: Capture during signup so it doesn't get skipped.
  • Admin user create form: Admin fills in when creating a user manually.
  • HR onboarding flow: Multi-step wizard collecting all info on day one.
  • SSO post-login: Prompt for missing info on first sign-in via SSO.

Surfacing Per Form

  1. Open the relevant form (e.g. Sign-up form).
  2. Click Add field.
  3. Pick an existing information field (the picker shows already-defined fields, avoiding duplication).
  4. Override label, required, validation as needed.
  5. Save.

Per-Audience Differences

  • External signup: Don't ask for internal-only fields like employee number.
  • Internal signup: Ask for the full HR set.
  • Admin create: All fields available; admin fills in what's known.

Read-Only Display

Some information fields are read-only for the user (e.g. employee number is set by HRIS sync and shouldn't be user-editable). Make these visible but disabled on the user's own profile, while admins can still edit them on the admin user form.

Worked Examples

  • Internal HR onboarding: Day 1 wizard collects Department, Manager, Office, Cost Centre, Emergency Contact in 5 steps.
  • Marketplace seller onboarding: Signup form collects Business Name, VAT, Payout Method.
  • Field service tech: First sign-in prompts for current geo-location and certifications, populated automatically thereafter.
  • Sync-driven: Internal staff form has no user-facing fields — everything comes from HRIS sync nightly; users see read-only profile.