Creating and attaching product forms

Define the option and spec fields each product type needs, attach the form to products, and set up the forms that collect extra buyer details.

5 min de lectureDernière mise à jour : 2026-08-30

A dining table and a pair of glasses cannot be described with the same fields: one needs wood type and dimensions, the other a prescription and a frame style. A product form lets you define the fields of a product type once and reuse that layout across every product of that type. The same plugin also runs the forms that collect extra information from the customer during an order, and the choices a buyer makes before adding to basket.

Avant de commencer

  • The Product Forms plugin enabled
  • An admin account with the products:read permission
  • The product saved first — the form and options cards are locked on an unsaved product

Étapes

Les écrans sont illustratifs ; les données de votre panneau différeront.

  1. Étape 1: Open the product forms list

    Ürünler → Ürün Formları lists every form with its name, description, option-field count, spec-field count, filterable fields and how many products use it. That last column is the one that matters when you want to delete something. A form marked Varsayılan (default) is what new products open with, and it cannot be deleted. With no forms yet the screen invites you to create the first one.

    Product forms

    Define product types with their own fields, one per product category.

    NameDescriptionOption FieldsSpec FieldsProducts
    GenelDefault product type12112
    MobilyaTables, chairs and cabinets2538
    GözlükOptical and sunglasses3464
    Create Product Form
    Product forms — exemple de vue du panneau
  2. Étape 2: Name the form and define its option fields

    After Ürün Formu Oluştur, fill in the form name and description under Temel Bilgiler. The real work is the Seçenek Alanları card: these fields generate the variant combinations, and their order decides the selection hierarchy on the storefront. Each field takes a label and a display type (text or colour); switching on Filtrelenebilir lets shoppers filter by it. Add no option fields and variants are created by hand instead.

    Create product form

    Form name
    Mobilya
    Description
    Tables, chairs and cabinets

    Option fields generate the variant combinations. Their order sets the selection hierarchy in the store.

    Label
    Wood colour
    Display Type
    Colour

    Filterable

    açık
    Add optionGenerate with AI
    Create product form — exemple de vue du panneau
  3. Étape 3: Add product and variant specs

    Product specs describe the product as a whole (material, warranty); variant specs are filled in per variant (weight, dimensions). Neither creates variants — they only carry information. Each field takes a label and a type — text, number, dropdown, toggle, colour, date, email or link — optionally a unit, and the 'show on menu' and 'filterable' switches. Press create when you are done.

    Product specs

    Information fields about the product (e.g. resolution, dimensions). Does not create variants.

    Label
    Wood type
    Type
    Dropdown
    Options
    Oak, Walnut, Beech
    Unit
    cm

    Shown on number fields

    Show on menu

    kapalı
    Add SpecCreate
    Product specs — exemple de vue du panneau
  4. Étape 4: Attach the form to products

    Open a product under Ürünler → Tüm Ürünler and pick the form in the Ürün Formu field in the right-hand column. If the store only has one form, no picker appears at all and the product uses the default. Changing a product's form redraws its fields to the new layout, so check what a populated product carries before moving it to another type.

    Dining table — Oak 180 cm

    Product form
    Mobilya

    Pick a product form

    FieldSourceValue
    Wood colourOption fieldsOak / Walnut
    Wood typeProduct specsOak
    WeightVariant specs42 kg
    Dining table — Oak 180 cm — exemple de vue du panneau
  5. Étape 5: Add a form that collects extra buyer details

    The Özel formlar card on the same product page collects free-form information from the customer — an engraving, a gift note, a measurement file. Create a form, give it a name, choose whether it appears on the product page or at checkout, and scope it to all variants or only selected ones. Fields take a label, a type and a required switch; the type list includes short text, dropdown, file upload, colour picker and money.

    Custom forms

    Form name
    Engraving details
    Placement
    Product page
    Scope
    All variants
    LabelTypeRequired
    Name to engraveShort textYes
    TypefaceDropdownYes
    Reference imageFile uploadNo

    Editing this form updates every place it is used.

    Custom forms — exemple de vue du panneau
  6. Étape 6: Make buyers choose before adding to basket

    The Ürün Seçenekleri card makes the customer fill a box or pick from a menu before the product reaches the basket. Adding a group asks for its type: a quantity group is filled up to a target, a choice group asks for a set number of picks. Each option can carry a price delta, and 'deduct component stock' takes the chosen items out of their own stock at checkout.

    Box filling

    Product options

    Let customers fill a box or pick menu-style options before adding to basket.

    Group type
    Quantity fill (build a box)
    Target quantity
    15
    Step (per pick)
    3

    The target must divide by the step (e.g. 15 for a step of 3) or the box can never be completed.

    LabelPrice deltaMax per option
    Milk₺09
    Dark₺09
    Hazelnut₺156

    Deduct component stock

    Linked products chosen here come out of their own stock at checkout.

    açık
    Product options — exemple de vue du panneau
  7. Étape 7: Set the store-wide forms

    Questions that belong to the whole order rather than one product live under Ayarlar. The checkout order form (Ayarlar → Ödeme formu) is asked once per order on the payment page — gift wrapping, a gift note. Ayarlar → Kayıt formu collects the extra details asked when a customer registers (tax number, trading name, documents), and Ayarlar → Teklif formu is what a visitor fills in when making an offer on a listing.

    Checkout order form

    These fields are collected once per order at the checkout step.

    LabelTypeRequired
    Would you like gift wrapping?CheckboxNo
    Gift noteLong textNo
    Invoice typeDropdownYes
    Replace with another formUse
    Checkout order form — exemple de vue du panneau

Conseils

You cannot delete a form that is in use

Trying to delete a form that products still use returns a message naming how many products it covers. The order is: reassign those products to another form first, then delete. And when you need a form close to an existing one, duplicate it from the list rather than rebuilding it from scratch.

Signup answers are frozen; product forms are not

Editing a custom form updates every place it is used — but the answers given on the signup form are stored once at registration and do not change when you later edit the form. Keep that in mind when reviewing wholesale applications: older applications carry the answers to the older questions.

Questions fréquentes

What is the difference between option fields and product specs?
Option fields generate variant combinations: define Colour and Size and the product gets a variant per combination, which the customer picks on the storefront. Product specs and variant specs are information fields only — they create no variants.
What does the filterable switch do?
Marking a field filterable lets shoppers narrow the product list by it on the storefront. Only turn it on for genuinely distinguishing fields; making every field a filter makes the list unusable.
Product page or checkout step — how do I choose?
If the answer differs per product, use the product page: an engraving is asked per line. If the answer is one per order, checkout is right — the checkout order form is collected once per order on the payment page.

Extensions associées

La tâche décrite ici est fournie avec ces extensions.

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