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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