Build your options

Adding, changing, duplicating, hiding, reordering, and grouping the options inside an option set.

Everything on this page happens in the Setup flow > Build option. It is the panel where your form takes shape.

Before you start

• An option set is open in the builder — see Create an option set.

• If you are unsure which option type to use, see Choose the right option type.

Adding options

Select the Add option button inside a section. You will see two tabs — Option Types for all 32 types, grouped into Input, Selection, and Static; and Option Templates for a saved group of options inserted in one go.

The add picker, with Option Types and Option Templates on separate tabs.

Two shortcuts are worth knowing:

• Insert between two options. Hover between two options in the list to reveal the insert control. This is faster than adding an option at the end and dragging it into place.

• Add template. Insert a ready-made group of options and reuse it in another option set. For example, you can reuse a monogram block you’ve already built. If any names conflict, they are automatically renumbered, and conditional logic within the template is updated to keep working. See Custom templates.

Hover between two options to insert a new one in place.

Editing an option

Select an option to open its settings. They are split across tabs:

Tab	Contains
Basic	The essentials: label, name, required, values, limits, help text, placeholder, default value, add-on settings, and conditional logic.
Advanced	Presentation and edge cases: layout, column width, prefix and suffix, HTML class, out-of-stock handling, tooltip style, scroll and slider behavior, advanced add-on modes.
Personalizer	Only on option types that can appear in the live preview. Fonts, effects, position, crop area, and customer controls. See Product Personalizer.
Translations	Every translatable field in the option set, per storefront language. See Translate option content.

Which settings appear depends on the current option type. Every shared setting has its own reference page — see Shared settings.

On the free plan, premium settings are folded into a collapsed group at the bottom of the panel with a count, rather than shown grayed-out inline. Expand it to see what a higher plan would add.

Changing an option's type

The settings panel header shows the current option type and lets you change it.

Changing the type keeps the option in the same position and preserves any settings that are also supported by the new type, such as Label, Name, Required, and Help text. Settings that are not available for the new type are removed.

Switching between an input type and a selection type can remove settings that cannot be carried over. When switching to an input type, option values and their prices are removed. When switching to a selection type, input-specific limits such as Max character are removed.

After changing the type, review the option settings, especially its Name. Also check any conditional logic rules that use this option, as the available operators may change depending on the option type.

An option's type can be changed from its settings header.

Duplicate, hide, and remove actions

Each option has an action menu with three entries.

Action	What it does
Duplicate	Creates a copy of the option with all its settings, values, prices, and rules, and places the copy directly below the original. The copy’s Name is automatically renumbered to keep it unique. Rename it to a meaningful name if needed.
Hide / Show	Keeps the option in the set but controls whether it appears on the storefront. Use Hide to temporarily remove an option without deleting it, such as when you want to keep it for later or test a form without a specific field.
Remove	Deletes the option from the option set. You’ll be asked to confirm before it is removed.

Removing an option also removes its add-on configuration and values. Any conditional logic rule on another option that references the deleted option will no longer match. Review your conditional logic rules after deleting an option. See Troubleshooting conditional logic.

Reordering

Drag an option by its handle to move it. The order in the builder is the same order customers see on the storefront, from top to bottom.

You can drag options within a section or between sections. Dragging a section moves the section and all the options inside it.

Drag an option by its handle. The order in the builder is the order customers see.

Some ordering tips:

• Put required options before optional ones so customers see the important fields first.

• Put the option that a conditional rule depends on above the option it reveals. The rule works either way, but showing a dependent field above its trigger can be confusing for customers.

• Group related options into sections instead of putting everything in one long list.

Sections

A Section is a container with a visible heading that can optionally be collapsible. Add one using Add section in the add picker, then drag options into it. You can create any number of sections, with any number of options in each section.

Two settings control how a section appears:

• Label — the heading customers see.

• Style — Default (always open), Expand (collapsible and starts open), or Collapse (collapsible and starts closed).

Sections also support a Prefix icon and an HTML class for custom CSS.

Sections support conditional logic. A rule applied to a section can show or hide everything inside it at once, which is much easier than applying the same rule to multiple individual options.

Full reference: Section.

What the builder blocks while you work

The builder validates as you type and blocks Save until the problems are fixed.

Message	Cause
Field is required	Label or Name is empty.
Name must be unique	Another option in the set uses that Name, ignoring capitalisation and spaces.
Name cannot contain . : " ' \ |	A blocked character in Name.
Value must be unique / Value can't be empty / Value can't contain , : " ' |	An option value breaks one of its three rules. See Working with option values.
The value must be between min and max	A default value falls outside the limits you set.
The value must be less than max / greater than min	Min and Max are the wrong way round.
HTML class only accepts letters, numbers, hyphens and underscore	A blocked character in HTML class.
Formula cannot contain subtraction	A - in a Dimension add-on formula. See Dimension add-on formula.
You haven't added any options yet	The set has sections but no options inside them.

Working in another language

If your storefront supports multiple languages, use the option set's Translations tab to enter translated labels, values, and help text for each language. The tab lists every language with its translation status, and shows each field beside its source text.

Name is intentionally not translatable so your order data stays consistent across languages. See Translate option content.

Each language shows its own status, and how many fields are still untranslated.