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Understanding Customer Fields' new(er) features
Understanding Customer Fields' new(er) features

A quick glance into the features released in December 2019 as part of the version 3 update

Michael Hall avatar
Written by Michael Hall
Updated over a week ago

Are you still using Legacy Fields?

Migrate your existing fields over to the new form builder to take advantage of the app's new features! It only takes a few minutes, and we're here to help.

Customer Fields: New and improved!

We have spent the greater part of a year working on an update that makes the app more powerful and easier to use. The experience in the new form builder is so much better than the old legacy fields editor, and we know you (and your customers) will love all of the new features. 🤗

So, what's included in the updated app?

An entirely new form builder


  1. Drag-and-drop form builder

  2. CSV upload 'choices' for multi-choice, dropdown, and radio fields

  3. Preview form and submissions

This update is primarily focused on improving the form building experience. We’ve added lots of new features to give you more control, while also making the app easier to use. We went back to the drawing board (literally) and the result is a simpler, cleaner UI that allows you to do more with less friction.

This new version has been built using Polaris to provide a user experience that is more consistent with the look and feel of the Shopify platform. There’s a new drag-and-drop tool in the app that makes form editing a breeze, and we’ve added some features for power users including a CSV upload for field options. You’ll also be able to preview your forms right in the app - even before installing any app code on a theme.

Here's the full list of new features, with additional details:

  1. New field types and data types

  2. Field validation

  3. Form steps

  4. Form templates

  5. Form rules

  6. Form revision history

  7. Multiple forms

New field types and data types (learn more)

Over 10 new field types have been added to give you more control over the form layout and the types of data you can collect from customers. We've also simplified the interface for existing field types with listed options (ie: radio buttons and dropdowns). You can now upload a .csv with option labels and values, and you can even sort & reorder the options.

Field validation (learn more)

Validation rules allow you to easily limit the number of characters for a field, force field values to match a specific regex, and much more! For example, require a user to be 18 years or older to register for an account.

Form steps (learn more)

With form steps, you can create a multi-step form instead of showing all form fields at once. This is especially helpful if you have a large number of fields and you don’t want to overwhelm your customers with too many questions.

Form templates

We’ve created options for form templates that are pre-built, commonly used form layouts. Templates are intended to save you a significant amount of time and stress since you no longer need to build a form from scratch.

Form rules (learn more)

Rules are arguably one of the most powerful new features that we’re adding to Customer Fields, and we are thrilled to see what you come up with! You can use rules to automatically trigger certain actions based on the conditions you specify. Here are some of the most commonly requested actions that will be available upon release:

  1. Dynamically hide or show certain fields

  2. Automatically add or remove a customer tag

  3. Automatically set a field value

Form revision history (learn more)

If you accidentally delete or find unexpected changes, you can revert to the previously saved version of your form. 

Multiple forms!

Last but certainly not least, we’ve built in support for creating multiple forms. This opens up an entirely new way to use the Customer Fields app since you’ll be able to install multiple forms on the same theme. You can even install forms directly onto ‘Pages’ - entirely separate from your store’s standard registration page.

Still using Legacy Fields?

Migrate your existing fields over to the new form builder to take advantage of the app's latest features (at no additional cost!)

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