---
title: Forms V2 — Field & Configuration Reference
description: "Reference for configuring Forms V2 fields: Data Key rules, Redash SmDropdown, company dropdowns, upload settings, and phone number validation."
---

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# Forms V2 — Field & Configuration Reference

## Field configuration reference for Data Key, dropdowns, uploads, and phone validation in Forms V2

---

### Data Key (important)

> **Data Key is only needed for dropdowns** (Dropdown + SmDropdown). When you use it, **Data Key must match Key**.

- **Other field types should not have a Data Key** 
    - If you accidentally type anything into Data Key, the label turns **blue** 
          - Blue means it is active and adds a Data Key property to the field
          - This can cause Forms V2 to error
    - To clear it, click the **reset (X)** on the right of the Data Key input 
          - It should return to white (not active)

---

### Validation error shows before entering anything

- Navigate to the `errorMessage` field 
    - `Main`
    - `Additional Properties`
    - `Render When`
- Set **Render When** to **False** 
    - If it is **True**, the error message will always show, even before the form tries to validate

---

### Upload field behavior (Auto Upload + Removable)

- Uncheck **Auto Upload** 
    - If **Auto Upload** stays enabled, the field will try to upload the file directly to the server (instead of attaching it to the submission).
- Check **Removable**

---

### Upload field display (List Type)

- Quality of life only (does not affect form submission) 
    - Change **List Type** to **Picture Text** 
          - The field will show the **file name**
          - It will also show a **small thumbnail** preview of the uploaded file

---

### Dropdown backed by custom Redash query (SmDropdown)

> ⬇️ If you are populating options from a **custom Redash query URL**, use **SmDropdown** (under **Custom**), not the standard **Dropdown** field.

- Set the Redash endpoint in **\`Url\`**
- Redash dropdown queries return two fields: 
    - **Label**: what the submitter sees in the dropdown
    - **Value**: what we receive on our end (stored in the form result)
- **Selection Type** controls whether the form stores **Label** or **Value** 
    - For the \*project dropdown\* query, Label and Value are the same so it does not matter
    - If Label and Value differ, Selection Type matters
- If you only want the site id (and not the name) in results, the Redash query response needs to be adjusted

---

### Company dropdown list (site companies)

> Forms V2 can now pull **company lists** for dropdowns from the site companies endpoint.

- Endpoint: [\`https://us.sitemetric.com/api/v4/sites/{{siteId}](https://us.sitemetric.com/api/v4/sites/%7B%7BsiteId%7D)}/siteCompanies\`
- Set: 
    - **Value key** = `company.name`
    - **Label key** = `company.name`

---

### Phone numbers (Forms V2)

> Forms V2 does not have a dedicated **Phone Number** field like Forms V1. Use a **Number input** and add a Regex rule to enforce format.

- Short-term fix: add a validation rule 
    - Go to **Rules** → add **Regex** validation
    - Regex: `^\\d{10}$` 
          - `^` = start of input
          - `\\d{10}` = exactly 10 digits (0–9)
          - `$` = end of input
          - This means the entry must be **10 digits only**, with no spaces, dashes, or parentheses
    - Custom message: `Phone number must contain 10 digits only (0–9)`

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