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Follow new updates and improvements to Growably.

Custom Fields Grouping & Bulk Management - Forms, Surveys & Quizzes

Adding custom fields one at a time gets tedious fast β€” especially when you're building a long form with dozens of contact, opportunity, or custom-object fields. We've overhauled the Custom Fields sidebar in the builder to be faster, smarter, and easier on the eyes. Now you can browse fields by object, search by name, select multiple at once, and drop them onto your canvas as a group. πŸŽ‰

✨What's New

The Custom Fields sidebar has been redesigned end-to-end with a focus on speed and clarity, and now brings a unified custom-field management experience across:

  • Forms

  • Surveys

  • Quizzes

You can now select multiple custom fields at once and add them together β€” either by clicking "Add N fields" or by dragging the selection onto the canvas as a group.

🌟Key Highlights

  • β˜‘οΈ Multi-select checkboxes on every field row for fast batch selection

  • βž• "Add N fields" button to bulk-insert every selected field into the canvas in one click

  • πŸ–±οΈ Multi-field drag & dropβ€” drag multiple selected fields at once with a stacked preview and+N badge showing how many are being moved

  • 🎯Smart insertion point - bulk-added fields land right after the currently active canvas element (works in Forms, Surveys, and Quizzes) instead of always at the end

  • πŸ“ Object dropdown to switch between Contact, Opportunity, Business, and any custom objects β€” see just the fields relevant to what you're building

  • πŸ’¬Tooltips on truncated names - hover a field with a long name and see the full name; same for query keys

βš™οΈ How It Works

  1. Open any Form, Survey, or Quiz in the builder.

  2. Switch to the Add Object Fields tab in the left sidebar.

image (8)
  1. Pick an object (Contact, Opportunity, Business, or a custom object) from the dropdown.

  2. Optionally search by field name or expand a folder to browse.

  3. Check the fields you want using the checkboxes on the left of each row.

image (9)
  1. Either:

  • Click " Add N fields" at the bottom of the sidebar to insert the whole selection at once, OR

  • Drag any selected field onto the canvas β€” every checked field comes along as a group.

custom-field-management-compressed (1)
  1. The fields land on the canvas in the exact order they appear in the sidebar, right after whichever element you had active (or at the end of the slide/page if nothing was active).

That's it β€” a full contact section that used to take a dozen clicks now takes two. πŸš€

🎯 Selection Made Predictable

  • Selections stay intact while you scroll and search, so you can build up a batch across folders.

  • Switching the object dropdown (Contact β†’ Opportunity, etc.) clears the selection automatically β€” no ghost counts in the action bar.

  • Shift-clicking selects a range that skips already-added or blocked fields β€” you'll never accidentally re-add a field that's already on the canvas.

  • The selection bar at the bottom shows exactly how many fields are queued (e.g.,"

    3 selected"β€’"Add 3 fields").

πŸ“‹ Notes

  • Existing Forms, Surveys, and Quizzes work exactly as before β€” nothing about your saved builders changes.

  • Bulk-inserted fields go through the same validation and normalization as a single drag, so contact standard fields, business fields, custom-object fields, and rating fields all behave identically to a one-at-a-time drop.

  • One-question-per-slide setting (Survey) is respected: bulk-inserted fields are automatically split onto their own slides where appropriate.

  • Available across Forms, Surveys, and Quizzes with parity β€” the same interactions work identically in every builder.

  • By making custom fields multi-selectable, searchable by object, and droppable as a group, we're helping builders assemble long, structured forms in a fraction of the time β€” with fewer clicks, fewer mistakes, and a sidebar that finally feels like it can keep up with your workflow.

Save Progress - Form, Surveys & Quizzes

Long forms just got a whole lot friendlier! πŸŽ‰ With the new Save Progress feature, respondents can safely leave a multi-step Form, Survey, or Quiz and return later to continue where they left off. Simply enable the feature with a toggle, and we'll take care of the rest.

✨ What's New

A new Save exit confirmation toggle is now available in the Settings tab for:

  • Forms

  • Surveys

  • Quizzes

When enabled, respondents' progress is automatically saved if they leave before submitting, allowing them to seamlessly resume their submission later.

🌟 Key Highlights

  • Automatically saves progress for multi-step Forms, Surveys, and Quizzes

  • Easily enable or disable the feature using the Save exit confirmation toggle

  • Respondents can return later and continue where they left off

  • A resume modal allows respondents to choose between continuing or starting over

  • The Resume Progress modal automatically matches your Form, Survey, or Quiz branding:

  1. CTA button color inherits the configured footer color

  2. Text font matches the configured label font

  • Fully supported across desktop and mobile experiences

βš™οΈ How It Works

  • Open the Settings tab for your Form, Survey, or Quiz.

  • Enable the Save exit confirmation toggle

  • Respondents begin filling out a multi-step Form, Survey, or Quiz.

  • If they close the browser, refresh the page, or navigate away before submitting, their progress is automatically saved.

  • When they return to the same Form, Survey, or Quiz, a Resume Progress modal appears, allowing them to:

  1. Continue from where they left off, or

  2. Start Over with a new submission

πŸ“‹ Notes

  • Save Progress is available for multi-step Forms, Surveys, and Quizzes.

  • The feature is controlled using the Save exit confirmation toggle in the Settings tab.

  • Progress is automatically saved only when the feature is enabled.

  • The Resume Progress modal is automatically styled to match your Form, Survey, or Quiz branding.

  • Existing Forms, Surveys, and Quizzes remain unchanged until the feature is explicitly enabled.

Screenshot 2026-07-24 at 3

Generate Submission Documents - Forms, Surveys & Quizzes

Capturing responses is great - but having them instantly available as professional, printable documents is even better. We've introduced a new

Generate Submission Document

setting that automatically creates and stores PDF copies of every submission.

✨

What's New

A new Generate submission document toggle is now available in the Settings panel for:

  • Forms

  • Surveys

  • Quizzes

When enabled, every new submission automatically generates a beautifully formatted PDF document.

🌟 Key Highlights

  1. Automatically generates a printable PDF for every submission

  2. Includes all questions and submitted responses

  3. Captures submission metadata including:

  • Submission date & time

  • Contact information

Screenshot 2026-07-23 at 7
  1. Automatically stores the document under:

  • Contacts β†’ Documents β†’ Forms

  • Contacts β†’ Documents β†’ Surveys

  • Contacts β†’ Documents β†’ Quizzes

  1. Automatically associates the document with the submitting contact

  2. PDFs can be viewed, downloaded, and used throughout the CRM

  3. Fully supported across desktop and mobile experiences

βš™οΈ How It Works

  • Open the settings for a Form, Survey, or Quiz.

  • Turn Generate submission document ON.

Screenshot 2026-07-23 at 7
  • Every new submission automatically generates and stores a PDF document.

  • Access the document anytime from the contact's Documents section or use it across supported CRM workflows.

Screenshot 2026-07-23 at 7
  • If the toggle is OFF, no PDF documents will be generated.

πŸ“„ PDF Naming Convention

Generated documents follow consistent naming formats:

  • Forms & Surveys :

    [FormName]_[ContactName]_[YYYY-MM-DD_HHMM]

  • Quizzes :

    Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]

πŸ“ Notes

  1. PDF generation is optional and controlled per Form, Survey, or Quiz.

  2. Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes).

  3. Existing submissions are not affected; only new submissions generate documents after the setting is enabled.

Earlier updates