---
title: "Form Fields: show, hide and require fields by app and program"
description: You can customize the form fields to fill out on your Quick and Full App.
---
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# Form Fields: show, hide and require fields by app and program
## You can customize the form fields to fill out on your Quick and Full App.
Form Fields lets you turn fields on and off, make them mandatory, and rename them on the Quick App, the Full App and certain tabs of the loan file.
Any user who can log in (back office, branch, broker, loan officer or borrower) can create loan files with the Quick App and Full App. Loan files can also come in through the [Quick App](https://www.theloanpost.com/HMLOWebForm.php?bRc=58bff47b4f93639a&fOpt=8e614f58c0d670e4&op=aa4465703ef4b17e) or [Full App](https://www.theloanpost.com/HMLOWebForm.php?bRc=58bff47b4f93639a&fOpt=8e614f58c0d670e4&op=69ae9aa7bfc04392) webform, which you can share as a link or put on any website (Web Form Integration tab \> Add to website). Every branch and loan officer/broker has their own webforms, on the Web Form Integration tab of the [branch](https://www.theloanpost.com/backoffice/branchList.php) or [loan officer](https://www.theloanpost.com/backoffice/agentList.php) profile.
- **Quick App:** takes in the minimum information about a scenario to judge eligibility.
- **Full App:** takes in everything needed to close the loan, underwrite the borrower and evaluate the property. When you send the borrower or broker a Full App link, it fills in everything already on the file.
### Change a field
1. Go to **Settings \> Platform Settings \> Form Fields**.
2. Use the filter bar (File Type, Section, Field Name, File Tab) to find the field, and open its section. Each section says which file tabs it's part of.
3. Tick the **DISPLAY** and **MANDATORY** boxes for FULL APP, QUICK APP and OTHER TABS / BACK OFFICE. Each box only controls its own place.
4. Click that section's **Save**. Each section saves on its own, and leaving the page drops unsaved changes.
 
When every field in a section is off, the whole section disappears from the Quick App and Full App. Click a field name to rename the field.
**Good to know:**
- MANDATORY turns a field peach as a reminder, but back office users can still save with it empty.
- Some fields belong to a parent field. Turning off the parent also turns off its children, and turning the parent back on doesn't bring them back, so recheck them.
- Some fields only appear based on another field's value (for example Annual Taxes or Total Loan Amount). Keep that in mind when turning fields on or off.
Video tutorial:
### Rename section headers
Managers (admin rights), or users with "Enable Manager Permissions?" on, can rename section headers on the Quick App and Full App. In Settings \> Platform Settings \> Form Fields, click the section label, edit the text, then click the blue checkmark to save.
### Different fields for different loan programs
Different loan programs often need different information. Setting fields per program lets you collect only what each program needs, keep the borrower's experience simple and meet investor or regulatory requirements.
1. In Form Fields, find the field and open its section.
2. Under **LOAN PROGRAM**, use **Click To View LoanPrograms** to pick the programs the field applies to.
3. **QA Unique Loan Programs** and **FA Unique Loan Programs** set a separate program list for the Quick App or Full App only. On that form, they replace the field's main LOAN PROGRAM list.
4. Click that section's Save, then open a test file with that program to check the right fields show. Also test that the right required documents and tasks come up.
**Careful:**
- Limiting a field to certain programs hides it everywhere (Quick App, Full App and back office) on files with other programs, with no hint on the file.
- **Enable All Loan Programs** clears the field's program list.
Watch this walkthrough of setting form fields by loan program for the Quick App and Full App:
You can go further per program: create your own loan programs, set up workflows and automated tasks or emails by loan program, transaction type, property type and more, and set required documents for each program so borrowers only upload what's needed. Review your forms regularly, use clear labels and help text, and test each version before it goes live. See also [customizing form fields by loan program](https://help.lendingwise.com/knowledge/customize-quick-app-full-app-form-fields) and [Form Fields](https://help.lendingwise.com/knowledge/customize-quick-app-full-app-form-fields).
### Finding the right field
LendingWise has over 2,000 form fields you can turn on or off, rename or repurpose.
- [**Excel view of all fields**](https://docs.google.com/spreadsheets/d/1YPEHXw20FgcHa-_rbnGcJInv3hhe6AbD/edit?usp=sharing&ouid=106613876634004762551&rtpof=true&sd=true): every section and field available for the Quick App and Full App. Make a copy and tick the boxes so our onboarding team can set the fields up for you. This is optional: you can also work from your own sample applications or set fields directly in Form Fields.
- [**Webform with all fields enabled**](https://app.lendingwise.com/HMLOWebForm.php?bRc=e4e75f047173cd24&fOpt=8e614f58c0d670e4&lid=03155f04e9d3daeb&opt=e637bd2de4735343&ft=HMLO&op=69ae9aa7bfc04392&UType=00eedfe87c52b964): see every section, field and format to help plan your Quick App and Full App. The Form Fields page also has an "Example webform with all fields enabled" button.
To add your own fields, go to Settings \> Platform Settings \> Custom Form Fields (page heading Custom Fields). Custom Fields are included on the Elite and Enterprise plans and available as an add-on on Starter and Pro.
### More tools on the Form Fields page
- **Request New Fields** (top of the page) lets you ask for a field that doesn't exist yet. Check first that the field isn't just turned off.
- **Turn a whole section on or off:** each open section has checkboxes at the top. "Check All / Deselect All" and "Check Mandatory All / Deselect Mandatory All" work for the Full App, Quick App and Other Tabs/Back Office separately, and "Check All / Deselect All - All Loan Programs" sets every program at once. Deselect All hides the whole section on that form.
- **File Type:** each field lists the file types it applies to (Business Funding, Commercial/Residential Real Estate). If a field is on but doesn't show, check its file types and its QA / FA Unique Loan Programs.
- **Reset to Default** resets one section. The red **Fully Reset All Fields to Default Settings** button under the sections resets every field on the page, so only use it if you want to start over.
### Show a field only when conditions are met
Every field in Form Fields has a **+ Add condition** link under its name. Conditions decide when the field shows on a loan. With no conditions, the field appears on every loan in its file types and loan programs.
1. In Settings \> Platform Settings \> Form Fields, open the section and click **+ Add condition** under the field.
2. In the Conditions window, click **Add Condition**. Each row reads WHEN, then a detail of the loan, a rule and the values.
3. Pick the detail: Transaction Type, Property Type, Borrower Type, Primary File Status, Sub Status, File Tracker, Branch, Borrower Occupancy, Property State, Borrower State, Entity Type, Entity State or Credit Score Range.
4. Pick the rule: **is any of**, **is none of**, **is empty** or **is not empty**. For the first two, click **+ Add** and choose one or more values.
5. To add another row, click Add Condition again. Rows join with AND; click AND to switch it to OR. With two or more rows, the Match ALL / ANY switch sets every row at once. The line at the bottom of the window spells out the result, for example "Appears when transaction type is any of Commercial Purchase."
6. Click **Apply**, then click the section's **Save**. Apply only stages the change; nothing is saved until you click Save. The link under the field then shows how many conditions it has, for example "1 condition".
To remove conditions, open the window again and click **Remove all conditions** (or the trash icon on a row), then Apply and Save.
Our recommendation: after adding a condition, open a test loan file and check that the field shows and hides the way you expect before you rely on it.
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