Note: Our Product Development teams are currently working on supporting Form Logic and Email Triggers in Connect. We will be updating this article frequently. 

Supported Fields 

  • Address 

  • Address Global Lookup 

  • Address Lookup 

  • Canada, U.S., and U.K. 

  • Attach Doc 

  • Checkbox* 

  • Currency 

  • Date 

  • Decimal 

  • Dropdown*

  • Email 

  • Email Trigger*

  • Image 

  • Label (Simple) 

  • Label (HTML) 

  • Likert Scale 

  • Masked Dropdown*

  • Masked Radio Button*

  • Milestones/Goals 

  • Multi-Line 

  • Multi-Select Dropdown*

  • Name 

  • Numeric 

  • Phone 

  • Radio Button* 

  • Signature 

  • Social Security Number 

  • State 

  • Text 

  • Time 

  • Zip 

Note: Does not include Lookup List functionality

Unsupported Fields

  • Append Only 

  • Auto Populate 

  • Calculations (all types) 

  • Dropdown Date 

  • Dynamic Fields 

  • Grant 

  • Grant Invitation 

  • Link 

  • Record Lock 

  • Review Assignment 

  • Scheduler 

  • User Creation 

  • Website  

Note: Default Value (set in Field Properties) are not supported

Form Logic

Supported Fields, Conditions and Actions


Form/Record Permissions to be aware of:

  • A tier 1 form must be associated with a program for it to be used as a Participant Type when setting up a new type under Connect -> Participants 

  • A participant record must be assigned to the program for which the Connect administrator has granted participants access to, in order for the participant to view and fill out any Tier 2 forms associated with their record 

  • Email triggers are supported in some capacity, please refer to this article for additional details:

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